A new on-platform portfolio management service for high net worth clients has been launched.
Succession Advisory Services has worked with its investment Matrix partner Vestra Wealth LLP to create what it described as a bespoke service.
Succession's chief executive Simon Chamberlain said: "Our member firms are first and foremost Financial Planners, specialising in managing their client relationships and the quality of advice they can offer.
"The on-platform portfolio management service combining the fully bespoke service from Vestra coupled with online valuations and wrappers managed by their trusted wealth manager will find a ready fan-base with both our member firms and their clients.
"I fully anticipate other matrix partners to launch a similar service increasing choice for investors."
Tony Allan, partner and head of business development at Vestra Wealth, said his company has long experience with high net worth clients.
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He said: "This development of our strategic partnership creates new opportunities for us to offer platform solutions to a larger audience."
The platform includes a dedicated portfolio manager to deliver personalised advice including active Capital Gains Tax management and portfolios can be held within a range of tax wrappers. The cost for discretionary management is 0.625% + VAT.
Succession has close to £2bn of assets on its platform with more than 300 users and over 12,000 clients, with a further £6bn of investment assets held in its member firms, much of which is held in DFMs.