platform launch

Foster Denovo announces platform launch and range of Dynamic Portfolios

Foster Denovo Limited, the multi-award winning financial advisory business, has today announced that it has launched its own investment platform for its Partners (financial advisers), alongside a new range of Dynamic Portfolios (DPs).

The Clearview platform, which has been developed in partnership with Host Capital Digital Wealth Solutions and their custody and technology partner Third Platform services, offers market leading and bespoke functionality, service capabilities and competitive pricing. The aim of the platform is to allow Foster Denovo Partners and clients to access a variety of tailored investment products, as well as providing an online hub through which portfolios can easily be viewed, monitored and reported upon. The Clearview platform and the Dynamic Portfolios will also simplify investment processes and deliver significant efficiencies.

Available through the platform is Foster Denovo’s newly launched range of Dynamic Portfolios (DPs); a model portfolio service. The DPs are an enhancement to Foster Denovo’s current investment proposition and will be available exclusively through the Clearview platform.

The announcement follows the news that Foster Denovo recently made two new acquisitions of Kent-based financial planning firm Orchard Wealth Cultivation in February and London & Capital’s UK Wealth business in May, as it began an ambitious growth strategy for 2019.

Roger Brosch, CEO, Foster Denovo said: “We are continuously looking for innovative ways to assist our Partners in achieving their clients’ investment and retirement goals. The new Clearview platform is competitively priced, meaning that our Partners can offer exceptional service to their clients, whilst remaining in a competitive and advantageous position. The Dynamic Portfolios provide our Partners with access to a range of uniquely designed investment portfolios to better meet client needs and increase their efficiency.”

Declan McAndrew, Head of Investment Research at Foster Denovo, said: “The Dynamic Portfolios will offer an exciting investment proposition for Foster Denovo’s clients. The ability of the DPs to utilise the best solutions in both the active and passive space, while also being regularly reviewed externally and reacting dynamically to market movements, will allow us to provide clients with solutions more tailored to their individual investment needs.”

Read the full press release here.

Read coverage on this topic on the following publications: