Business & Finance

True Potential Wealth Platform Assets Reach £1bn Mark

True Potential Wealth Platform Assets Reach £1bn Mark
March 11th, 2013
Author: Economic Voice Staff
  • True Potential Investments announces additional strategic partners – Allianz Global Investors, Cazenove Capital and is finalising an exclusive product development with Goldman Sachs Securities.
  • True Potential’s V6 technology and integration with Wealth Platform unveiled at annual conference.

True Potential Investments LLP, one of the UK’s fastest-growing financial services firms, now has £1bn-worth of assets under management just two years after the launch of its Wealth Platform.

And the company has outlined ambitious plans for growth in front of 1,000 delegates at True Potential’s ‘New World. New Possibilities’ adviser conference at Birmingham’s ICC last week – including the unveiling of the latest version of the True Potential Wealth Platform, V6.

True Potential Investments announced new strategic partnerships with three leading investment managers, Allianz Global Investors, Cazenove Capital and Goldman Sachs Securities, who will offer exclusive, accessible investment opportunities via the True Potential Wealth Platform.

The announcements come after the True Potential Group of Companies (including True Potential Adviser Services LLP and True Potential Wealth Management LLP) announced a £3.6m pre-tax profit for 2012, a 57 per cent increase on the previous year, and the True Potential Wealth Platform picked up the ‘Best Adviser Platform’ prize at the annual Platforum Awards.

Mark Henderson

Mark Henderson

Mark Henderson, True Potential senior partner, said: “We are delighted to have reached £1bn on the Platform, which we have achieved via organic, sustainable growth, but have no intention of stopping there.

This is an exciting time for True Potential and for our industry as a whole. RDR has happened, we’ve all got on with it, and there are huge opportunities out there to find and advise new investors. Everywhere you look there are people with money tied up in the wrong product, such as cash ISAs that are being outstripped by inflation.

This is either due to convenience or just being unaware of the poor rate of return but there is a huge role for IFAs to get out there and guide people in the right direction.

We are confident that, with our single integrated system and the new V6 that will be launched shortly, that we can provide them with the tools needed to ensure they can do exactly that.”

The True Potential Wealth Platform has over 12,000 investment options available, including a complete range of risk-rated strategies from leading fund managers, and a fully-integrated system that streamlines the investment process, the platform offers a new, innovative way to conduct financial affairs.

The True Potential Group of Companies, which includes True Potential Investments LLP, True Potential Wealth Management LLP and True Potential Adviser Services LLP, is one of the fastest-growing financial services organisations in the UK.

For further information, please visit: www.tpllp.com

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