We’re delighted to announce that our True Potential Wealth Platform assets now exceed £6 billion, taking only 6 months to add the latest £1 billion.
At the heart of this success has been our True Potential Portfolios and the funds we have launched with our investment partners UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM
All clients benefit from our technology led approach with clients being able to access information at any time, track progress toward their personal investment goals and add to their investment when and where they find it most convenient.
Senior Partner, Mark Henderson said: “This is another fantastic milestone for us, not only the amount, but also in speed of growth. To increase our assets to £6 billion in this short amount of time is a very proud moment.
At True Potential, we aim to help close the savings gap and allow advisers and investors to be actively involved, with our focus on technology delivering a unique service we’re looking forward to many more impressive results ahead.”
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