Ardan International, a Isle of Man-based independent wealth platform, has entered into a partnership with RL360°, a provider of offshore bonds, to enable advisors manage their client’s investments held within RL360°’s Personal Investment Management Service (PIMS) portfolio bond through the Isle of Man-based platform.
The platform will be accessible to both new and existing PIMS policyholders.
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The collaboration aims to boost Ardan’s global presence while allowing advisers to deal efficiently in a broad universe of investments, using all major currencies and providing them with detailed client reports.
Through this deal, advisors can allocate part of a policy’s investment to one or more discretionary investment managers or to split their portfolio across both direct investment and discretionary arrangements.
Ardan CEO Richard Preston said: "We have found RL360° to be a dynamic partner with a clear vision for the role of platforms in the financial adviser space. We are looking forward to this new collaboration with a company whose investment services benefit from a strong international reputation."
RL360° director of marketing Natalie Hall said: "We have focused on a range of enhancements to continually improve our online servicing offering over the past few years, and this link provides our advisers with the option of accessing further functionality in terms of model portfolio construction, split investment capability and advanced research tools."
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