Elevate will be one of the core components of Lighthouse’s new restricted investment process, with AXA Wealth’s investment specialists, Architas, offering funds on both its in-house and whole of market RDR solution.The partnership follows the recent announcement of Elevate’s new tiered pricing approach, focusing on simplicity and transparency, and the news that it has over £5bn of assets under management*. Through Architas, Lighthouse advisers will have access to a wide investment range including active, blended and passive risk-rated funds, discretionary management, and fixed term deposits.
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David Thompson, MD, Elevate, AXA Wealth, said: "As a large national adviser group, working in partnership with Lighthouse demonstrates the added value of AXA Wealth’s proposition; providing choice and flexibility to their many clients. Developing long-term relationships with adviser firms, making it easy to do business with us, is central to AXA Wealth’s platform strategy."
Malcolm Streatfield, chief executive, Lighthouse Group, said: "We are offering a restricted advice model in our National division, working with well-known names in the investment and platform industry. AXA Wealth’s Elevate and Architas propositions have shown strong performance and expertise with a heritage of financial strength, which made it a clear partner for our advice offering."
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