Atrium selects CFS platform

platforms-&-wraps/Atrium/CFS/finance/

5 September 2016
| By Oksana Patron |
image
image
expand image

Specialist manager of diversified portfolio, Atrium Investment Management, has chosen Colonial First State (CFS) as a new platform provider to launch its new separately managed account (SMA) offer.

According to Atrium's chief officer, Alex Hone, the new SMA offer would be dedicated to its key clients, including advisory and wealth management firm, Fitzpatricks Private Wealth and Moneywise Group.

CFS executive general manager, Linda Elkins, stressed that CFS made it a priority during the tender process to show Atrium that both companies shared the same business strategy.

"Atrium's decision to select CFS validates our strong strategic focus on supporting the non-aligned financial advice market," she added.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 6 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 9 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3