The third party funds that will be added include Threadneedle’s US, European and UK equity funds as well as funds belonging to the managed and fixed income ranges.

The funds are available through the WealthManager+ platform at a transaction charge of 1% until 1 October 2011, which would be reduced to 0% with the entry of a new charging schedule.

The total number of third party funds available to investors through its WealthManager+ platform is more than 600.

WealthManager+, launched in 2009, offers a range of investments, products, information and planning tools to enable investors to consolidate existing and future investments as well as plan, view and manage their entire wealth.

The platform also allows its direct clients to leverage their tax efficient allowances by investing through an ISA while the JP Morgan SIPP provides flexibility to investors when planning for retirement.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.