GrowthInvest and Partners Wealth Management Launch Partnership
- On September 17, 2019
- By GrowthInvest
GrowthInvest and Partners Wealth Management are delighted to announce the launch of a strategic partnership between the two organisations.
James Roberts, Managing Partner at Partners Wealth Management said:
“With the tax-efficient market traditionally fragmented it has been hard for advisers to create and administer suitably diversified portfolios for clients without a sizeable administrative overhead. We have been waiting for the right technology-driven partner to help us offer our sophisticated clients choice, control and oversight. We believe that GrowthInvest offers a secure and intuitive solution that allows us to work to PROD rules confidently introducing suitable clients to the benefits of tax-efficient investing, while increasing our oversight of risk across client, adviser and the firm.
At Partners Wealth Management, finding robust innovative solutions that best serve our clients is at the heart of our ethos, and we are therefore delighted to be working with GrowthInvest as our chosen partner.”
Daniel Rodwell, Chief Executive of GrowthInvest, said:
“Establishing a working relationship with a firm of Partners Wealth Management’s calibre is exactly the kind of long-term partnership we like to forge to leverage the capability of the GrowthInvest platform. We are excited to begin working together and look forward to delivering exceptional service and continuing to innovate across the whole of the tax-efficient and alternatives market.”
Martin Cosgrove, Chief Investment Officer at GrowthInvest commented:
“The adviser industry has used technology and platform solutions for client portfolios for over two decades, and a similar solution within the alternative market for VCT, EIS and other products has long been overdue. There is great potential for financial advisers to use the GrowthInvest platform to expand their business in the tax-efficient and alternative investment space in exactly the same way.”
This is one of several partnerships that GrowthInvest has established in recent months, as the platform continues to expand its offering and to innovate across the tax-efficient investment market.
Notes to Editors
About Partners Wealth
Partners Wealth Management is a privately owned and wholly independent financial planning boutique located in the heart of the City of London. They look after £2 billion of assets, making it one of the country’s largest IFAs. PWM specialises in formulating and delivering bespoke financial planning and wealth management strategy solutions to the City professional market. Their clientele includes a substantial set of relationships with equity partners in the Magic Circle law firms, senior professionals from the Investment Banking, Hedge Fund and Venture Capital communities and business owners.
GrowthInvest is a technology platform making tax-efficient investments simple. Our vision is to make it easy for investors and advisers to benefit from potential returns by backing the businesses of the future. We’re here to simplify the investing process, leaving you free to focus on your clients.
Media & Press Contact
Head of Marketing, GrowthInvest
020 7655 6046
GET IN TOUCH!
CALL US020 7071 3945
FOLLOW US ON
Throughout our site you will find links to external websites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers.