Welcome to Ascentric

The award-winning wrap platform dedicated to empowering advisers to manage wealth.

Providing choice through technology, Ascentric adds value, unlocks benefits and makes life easier, whether you’re a Financial Adviser or a Private Investor.

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Financial Adviser

Are you meeting the challenges of the Retail Distribution Review?

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Private Investor

Is your Financial Adviser focused on your portfolio rather than the admin?

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News & Announcements

  • FT Adviser

    Ascentric launches model portfolio cloning tool

    A tool that allows IFAs to create model portfolios 50 percent faster than before has been launched by Ascentric.

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  • FT Adviser

    Passive investing: The choice between ETFs or index funds

    A combination of the Retail Distribution Review (RDR) and the financial crisis has seen the popularity of passive investing soar in recent years, as investors place increasing emphasis on cost.

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  • FT Adviser

    Ascentric signs up bespoke Aim portfolio service

    Ascentric has reached an agreement with Blankstone Sington allowing advisers to access its bespoke Aim portfolio service.

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  • FT Adviser

    Ascentric adds DFM service

    Royal London-owned Ascentric has added a newly launched discretionary fund management services to its platform, offering advisers access to its nine model portfolios.

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  • FT Adviser

    Ascentric assets hit £11bn

    Royal London-owned wrap platform Ascentric has reached the £11bn mark in assets under administration...

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  • Retirement Planner

    IHT mindfulness: Helping clients escape an unexpected bill

    A growing number of clients could be caught by IHT as property values continue to grow, writes Justin Blower. Here he explains what advisers need to be aware of and how platforms can help.

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  • Professional Adviser

    IHT mindfulness: Helping clients escape an unexpected bill

    Rising property prices could land many with IHT liabilities...

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  • FT Adviser

    Ways to mitigate inheritance tax

    With HMRC’s revenue from inheritance tax (IHT) forecast to reach a record £4.6bn for the 2015/16 tax year...

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  • Ascentric sees dealing cash triple after Brexit

    Ascentric sees the amount of cash traded by its in-house dealing team more than tripleā€¦

    Click on the link below to read the full article.

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  • £106,000 Client Savings

    In the week after the Brexit vote our in-house dealing team made huge savings for clients.

    Click on the link below to view our infographic which illustrates our unique exchange trading capability.

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  • New Model Adviser

    Ascentric eyes IHT market with Brown Shipley tie-up

    Royal London-owned platform Ascentric has signed a deal with Brown Shipley to offer advised clients the private bank’s discretionary managed portfolio.

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