OneVue, Mercer, Nextplan join forces

mercer/OneVue/partnership/

image
image image
expand image

Mercer’s asset consulting expertise would merge with Nextplan’s investment management capabilities and adviser network through a new OneVue partnership in a new low-cost client-tailored model.

Through OneVue’s private-labeller platform, investors would be able to access 12 managed account portfolios designed by Nextplan’s investment arm and created using Mercer’s global investment consulting capabilities.

The partnership would drive down the cost of investing in professional investment management for clients and would leverage OneVue’s FUND.eXchange funds.

Nextplan chief executive officer, David Corridon, said the new OneVue platform would enable Nextplan to access “best-of-breed” investment consulting and administration solutions.

“Our alliance with Mercer gives our investment team access to their world class investment consulting expertise and multi-manager ‘building blocks’ methodology and with the flexibility of a managed account structure. The new platform creates value at an extremely competitive price,” he said.

OneVue’s executive general manager of platform services, Lisa McCallum, said the alliance further reflects the platform’s commitment to reducing costs to the client.

 

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?...

5 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 ...

5 months 1 week ago

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

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 22 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 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 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5