Consilium Platform grows
Private Wealth Advisers have transferred the custody of their assets on to the platform.
It is a custodial wrap service designed for financial advisers, which offers investors access to a wide range of investments in multiple currencies, including wholesale managed funds, multi-term deposits and listed shares, at institutional prices. Advisers can build and manage their clients' investment portfolios on the platform.
Consilium managing director Scott Alman said Consilium worked with more than 50 advisory firms managing well in excess of $1.5 billion, including Polson Higgs, TailoredNZ, Quartz Wealth, and Bloomsbury.
"We are extremely proud to support these firms with our innovative approach, high quality customer service andndedication to championing professional financial advice, providing independent financial advisers with a global best practice solution.”
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