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Our wealth management business is part of the AXA Group. We distribute a range of pension and investment products in the UK and Ireland which aim to help meet the needs of you and your clients, writes Mike Kellard, chief executive, AXA Wealth.
AXA Wealth is a new model wealth management proposition, focused on moving away from traditional products to concentrate on new model solutions. Our structure is built on an investment-led wealth management model.
Our proposition consists of:
Elevate – a flexible wrap platform. It is a comprehensive online business solution. Designed to help you meet the needs of your clients today and to be ready for the challenges your business may face in the future;
Architas – our investment and multi-manager specialists;
Pension investment solutions, including our Retirement Wealth Account and Family Suntrust;
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Onshore investment solutions; AXA Wealth International (including AXA Isle of Man and AXA Life Europe) – for offshore investment expertise. With our dual jurisdiction, you can choose the tax environment that's right for your clients;
Business support services – Professional Edge is a range of services that we offer to Financial Planners to assist you in developing your business.We work with firms to provide support and guidance, helping them to recognise their long- term objectives, then executing a plan to achieve them.
Working with us:
We strive to provide you with market- leading propositions and specialist technical and business consultancy support to help you deliver the best advice to your clients and build a successful Financial Planning business.
Whether it's providing workshops or an in-depth review of your business, our experts can help to highlight challenges and opportunities that lie on the path between where your business is now and where you want to take it. We've designed our business around your business providing support to owners, Financial Planners and Paraplanners. By gaining a solid understanding of your business, we can deliver exactly what you require. We're working hard to develop a new organisation and we are focused on supporting our customers and driving growth.
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