Our clients include some of the largest global banks, life and pension companies, wealth managers, platforms and building societies.
 Dominic Holmes Aegon UK Scottish Equitable |
 Natasha Phillips Chartwell Group |
 Nick Bamford Informed Choice |
 Rob Hudson Chartwell Group |
 Verona Smith Cofunds |
“We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients”. Anita Juneja, Head of Implementation, Cofunds’
BNP Paribas Securities Services is a subsidiary of BNP Paribas, one of the world’s largest banks. Their UK Wealth and Retirement Administration platform is a white labelled, robust, scalable, independent, fully open architecture service which allows distributors to develop and brand their own funds and investment wrappers.
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