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 bespoke functionality and service capabilities.
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.
Foster Denovo says the Clearview platform and the Dynamic Portfolios will also simplify investment processes and deliver significant efficiencies.
Foster Denovo’s newly launched range of Dynamic Portfolios are available through the platform.
The DPs were described as “an enhancement” to Foster Denovo’s current investment proposition and will be available exclusively through the Clearview platform.
The DPs use a blend of active and passive investment styles and take into account clients’ attitudes to investment risk, investment horizon and capacity for loss.
The portfolios are made up of investment solutions that Foster Denovo has determined are able to demonstrate “highly desirable attributes, based on an extensive and objective selection criteria made up of both qualitative and quantitative factors and which screens across the widest possible investment spectrum”.
The DPs are available for investment in ISA, GIA, Offshore Bond and an integrated SIPP, which is provided by Gaudi Ltd.
Each DP in the range has its own benchmark, targeting a certain return above what you would expect from long-term cash deposits, depending on the amount of risk it takes.
The launch followed two new acquisitions for Foster Denovo, of Kent-based Financial Planning firm Orchard Wealth Cultivation, in February, and London & Capital’s UK Wealth business in May.
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.”