← Back to Knowledge Hub

Consilium signs two top financial advisory firms

, Written By Consilium PR

 

Consilium announced today the signing of two high calibre financial advisory firms, Cliffe Consulting Limited and Alistair Bean & Assoc’s Financial Services Limited.

Both firms have transferred to Consilium Platform, a bespoke custodial wrap service, bringing across a combined $65 million in new funds under management.

Consilium Platform enables independent financial advisers to provide tailored solutions for their clients. Advisers can customise individual portfolios and access a wide range of investments in multiple currencies, including wholesale managed funds, listed shares and term deposits, at institutional prices.

Consilium Platform has become increasingly popular with independent financial advisers. This is largely due to Consilium’s expertise in the independent financial advisory space, and their knowledge of what this niche requires from a platform experience.

Alistair Bean, of Alistair Bean & Assoc’s Financial Services Limited, said, "Consilium Platform has competitive pricing and superior technology to other providers, and the transition team at Consilium made the move painless.

"This means I get the best value for my clients and can focus on doing what I do best."

Cliffe Consulting Limited director, John Cliffe, said "Consilium’s platform is intuitive, with an excellent service overlay.

"I’m very pleased with my decision to transfer to Consilium Platform."

Consilium’s Managing Director, Scott Alman said, "Consilium Platform is one of New Zealand’s fastest growing custodial wrap service providers, and we are delighted to have both Cliffe Consulting and Alistair Bean be part of that.

"Working with advisory firms like these allows us to fulfil our mission of providing innovative, globally recognised best practice systems and solutions to support the quality, reputation and reach of professional advisers."

For more information, please contact Scott Alman on 03 353 1007 or support@consiliumnz.co.nz, Alistair Bean on 021 552 587 or Alistair.