The deal will allow advisers using the Elevate to invest in Ashcourt Rowan’s customized portfolio service which can be adapted to fit in with individual adviser firms’ processes.
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Ashcourt Rowan offers a set of model portfolios as well as a bespoke service.
Commenting on the deal, Paul Miles, director of intermediary services at Ashcourt Rowan, said: "We are keen to engage with firms who are concerned about meeting the requirements of the RDR and the recently issued guidance paper on centralized investment propositions and working to find the most suitable investment process for their businesses."
David Thompson, managing director of marketing and distribution at AXA Wealth, said: "Services like the ones offered by Ashcourt Rowan ensure that AXA Wealth is in a position to offer advisers the flexibility and choice they want and need in time for the retail distribution review."
The Ashcourt Rowan deal follows Elevate’s similar deals with Brooks Macdonald, finalized last month, and Whitechurch Securities in December.
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