“As part of our conversations to help intermediaries plot out a strategy for the migration of all their clients onto explicit pricing, we’re seeing great interest in our self-directed proposition, aimed at enabling advisers to offer an entry level of service to investors starting their wealth accumulation journey,” Andy Coleman, said.
Heading up the business partnerships division of the firm is Mark Coles, who was previously investment development director at Architas. His experience spans extensive business consultancy, platform and asset management experience in retail and institutional markets. At Cofunds, he will be responsible for the development and management of the platform’s key business partnerships and key accounts.
Liz Pemberton joins as head of regional platform consultancy. Prior to Cofunds, she was head of business consultancy at AXA Wealth. Her new role will see her leading the platform consultancy team that helps to support the development and growth of clients.
