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November 27, 2014updated 04 Apr 2017 1:51pm

Aria Capital Management unveils new wealth management platform

Aria Capital Management, a UK-based boutique private client investment manager, has unveiled a new multi-jurisdictional wealth management platform focusing at intermediaries.

By Verdict Staff

Aria Capital Management, a UK-based boutique private client investment manager, has unveiled a new multi-jurisdictional wealth management platform focusing at intermediaries.

Free Report
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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

The new ARIA Investment Platform incorporates a fund research and portfolio management tool, iPortfolio and ARIAIP, the wrap platform which uses SEI as its custodian, reported International Adviser.

The new platform has been designed for firms seeking to construct a centralized investment proposition with in-house model portfolios or external discretionary fund managers.

The proposition also supports trading in almost 10,000 funds, 100 different exchanges and 38 currencies.

Additionally, ARIAIP provides a range of bond and pension wrappers as well as client relationship management functionality, product illustrations and financial planning tools.

Moreover, the firm has signed agreements with Morningstar, Parala and Charles Stanley to provide range of different investment styles and portfolio constructions through the new platform.

Matt Brittain, director and portfolio manager at ARIA said: "The platform reports performance not just on funds, but discretionary portfolios too, so advisers can compare each DFM on a like for like basis, including volatility, and over specific performance periods too.

"Moreover, each DFM solution can be accessed using a single risk profiling solution. That brings transparency of charging between different investment propositions too," he added.

 

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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