AXA Wealth has unveiled a new three-tiered investment range for advisors to serve the investment needs of their clients.
Known as Intelligent Investment Choices, the service will be available across AXA Wealth’s offering including the Elevate platform, retirement wealth account, family sunstrust, investment bond and AXA Wealth International.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The new investment range includes three approaches namely the managed solutions range, researched fund range and AXA Fund Collection.
The managed solutions provide a range of active, passive and blended risk-rated multi-manager funds through the firm’s investment engine Architas.
Additionally, the researched fund range features around 80 active and passive funds selected by its multi-manager arm Architas. The range also includes a select range of less well known hand-picked funds called Showcase Funds.
The firm’s Axa Fund Collection includes a range of single and multi-asset funds run by Axa at an exclusive discounted rate.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataMike Kellard, CEO of AXA Wealth, said: "Having conducted extensive research into what advisers want from an investment solution, we are launching Intelligent Investment Choices to support them in dealing with their clients to help them build a better future for them and their families.
"Advisers need an investment process, with strong governance, from a partner they can trust. That’s why we’ve placed integrity at the heart of our investments, offering access to comprehensive research, analysis and due diligence from our in-house investment specialists Architas," Kellard added.
Hans Georgeson, managing director at Architas, said: "Commerciality has been creeping through via controlled distribution or deals with asset managers. We won’t include a fund because we have been offered a super clean price or exclude one because we haven’t got the cheapest price."
