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Auckland firm transfers custody of assets onto Consilium
Consilium Press Release – 31 January 2017
For immediate
release
Independent financial services specialist, Consilium, today announced that after a period of thorough due diligence, highly respected Auckland firm, Private Wealth Advisers, have transferred custody of their assets onto Consilium Platform.
Consilium Platform is a bespoke custodial wrap service designed for professional financial advisers and their clients. It allows investors to access a wide range of investments in multiple currencies, including wholesale managed funds, multi-term deposits and listed shares, at institutional prices.
Consilium Managing Director, Scott Alman says that, “During 2016, Consilium worked with more than 50 advisory firms managing well in excess of $1.5 billion. Other professional firms like Polson Higgs, TailoredNZ, Quartz Wealth, and Bloomsbury have moved from a variety of alternative platforms. We are extremely proud to support these firms with our innovative approach, high quality customer service and dedication to championing professional financial advice, providing independent financial advisers with a global best practice solution.”
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