Consilium adds advice firms

Both firms have transferred to Consilium Platform, a bespoke custodial wrap  service, bringing across a combined $65 million in new funds under management.

Consilium Platform enables independent financial advisers to provide tailored solutions for their clients. Advisers can customise individual portfolios and access a wide range of  investments in multiple currencies, including wholesale managed funds, listed shares and term deposits, at institutional prices.

Bean said: “Consilium Platform has competitive pricing and superior technology to other providers, and the transition team at Consilium made the move painless. This means I get the best value for my clients and can focus on doing what I do best.”

Consilium’s managing director Scott Alman said: “Consilium Platform is one of New Zealand’s fastest-growing custodial wrap service providers, and we are delighted to have both Cliffe Consulting and Alistair Bean be part of that.