Bestinvest, a UK-based wealth management company, has secured a contract from Asian advisory firm Infinity Financial Solutions to provide a range of investment portfolios and discretionary management services.
International Adviser reported that the agreement was signed in 2012, but has never been formally revealed until now.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
According to the news agency, Infinity says a large percentage of its existing clients have switched some or all of their investible assets over to Bestinvest and virtually all new clients are selecting it as their investment manager.
Bestinvest is providing Infinity’s clients a range of discretionary management service, or, for those with less to invest in one of three currencies which include £, US$ or .
Infinity managing director and one of the founders of the company Trevor Keidan was quoted by International Adviser as saying that "We felt there were very sound reasons to take this route, if we wanted to give our clients access to the very best investment management possible."
Bestinvest business development manager Mark Ommanney said, "Since the beginning of this year, a number of top Bestinvest executives, including chief investment officer Gareth Lewis, have done two roadshows for Infinity, making appearances at all six of its Asia offices, and a third roadshow is provisionally scheduled for the last week in October."
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 GlobalData
