Atrium selects CFS platform
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.
AUTHOR
Oksana Patron
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