A big Wealthtime welcome to our July new starters! 👋 ➡️ Christos Zioudis - Client Services Executive ➡️ Bhagyesh Soni - Recs & Banking Administrator ➡️ John Wilkinson - Chief Risk Officer ➡️ Oliver Rice - Client Services Administrator ➡️ Rahima Annan - Risk Analyst ➡️ Gareth Stickland - Regional Sales Manager ➡️ Hani Sadat - Client Services Executive ➡️ Karen Claridge - Compliance Advisory Manager ➡️ Miles Davis - Client Services Administrator
Wealthtime
Financial Services
Bath, Somerset 10,456 followers
The next generation adviser platform
About us
Welcome to Wealthtime, the next-generation adviser platform built around you. We combine award-winning service with progressive tech to create a smarter platform experience – one that places our users at the core of everything we do. Based in Bath since 2008, we’re proud to be one of the last remaining independent platforms. This means we’re not tied to any providers or advice firms. All we’re focussed on is helping advisers to build their investment proposition and deliver the best possible outcomes for investors. Whether it’s our Defaqto Gold award-winning service, our agile approach to platform development, or our complete set of product wrappers and investment options – we’re put advisers in complete control their clients’ investments, no matter what stage they’re at in their investment journey. Visit our website to learn more. For advisers only
- Website
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http://www.wealthtime.com
External link for Wealthtime
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Bath, Somerset
- Type
- Privately Held
- Founded
- 2008
Locations
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Primary
Get directions
Cambridge House
Henry Street
Bath, Somerset BA1 1JS, GB
Employees at Wealthtime
Updates
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Catch up on our recent Rethinking Retirement webinar and hear from Just Group plc’s Yannis Katsis. Yannis uses his slot to talk about innovation in decumulation and the role Secure Lifetime Income (SLI) products can play in drawdown portfolios. Watch here: https://bit.ly/3LLBUGL
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Is it really a year since Consumer Duty went live? 😲 As we approach the first anniversary, Robert Vaudry has been reflecting on the impact it's had on providers, advice firms and clients. Read Robert's latest article in Money Marketing 👇 https://bit.ly/4c28DlO
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Great to see Wealthtime's Robert Vaudry taking part in the latest Mouthy Money podcast! Joined by James Daley and hosted by Edmund Greaves, they take a deep dive into financial jargon, retirement language, and the upcoming regulatory changes targeting financial firms that don’t simplify their product explanations. Listen now 👇
🎙 New Podcast Alert In the latest Mouthy Money podcast, host Edmund Greaves is joined by: 🔹 James Daley, founder of Fairer Finance 🔹 Robert Vaudry, Chief Customer and Investment Officer at Wealthtime Together, they take a deep dive into financial jargon, retirement language, and the upcoming regulatory changes targeting financial firms that don’t simplify their product explanations. This is a crucial listen for anyone wanting to understand the evolving financial landscape. 🎧 Available now on: 🎵 Spotify: https://lnkd.in/dNHWgHWc 🍏 Apple Podcasts: https://lnkd.in/dkDhZFeU 📺 YouTube: https://lnkd.in/d5gu2M7P
Financial jargon's worst offenders and how to fix the broken language around retirement
https://spotify.com
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Wealthtime reposted this
"It's worse in investment platforms and pensions than anywhere else in the market" This week, Mouthy Money has a special episode coming your way! Join our host, Edmund Greaves, as he tackles the complexities of financial jargon and the challenges of communicating retirement language. Special guests: 💼 James Daley from Fairer Finance 💼 Robert Vaudry from Wealthtime Together, they're tackling why financial firms persist with jargon, who the worst offenders are, and if regulation bears some of the responsibility. Don't miss this lively conversation coming soon on our podcast and Youtube channels.
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Did you miss our recent Rethinking Retirement webinar? Catch up now to hear our four expert speakers discussing the FCA's thematic review and the impact it'll have on retirement advice. https://bit.ly/3WggS7U
Rethinking Retirement Webinar | Watch now >
https://www.wealthtime.com/advisers
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Don't miss Copia Capital Management's next webinar taking place on 7 August 2024 at 10am. With cash returns currently looking attractive, learn about Copia's new ‘on platform’ Select: Money Markets Portfolio: a cash-equivalent, value for money solution that works as an alternative to cash savings and bank deposits. Learn more and register 👇 For professional advisers only.
For professional advisers only. Registration now open for our next webinar: Launch of Copia’s Select: Money Markets Portfolio 7 August 2024, 10 am Speakers: · Tony Hicks, Copia Capital Management · Joanne Benson, Copia Capital Management With cash returns currently looking attractive, Copia is delighted to offer advisers an ‘on platform’ option with its new Select: Money Markets Portfolio: a cash-equivalent, value for money solution that works as an alternative to cash savings and bank deposits. At this short launch webinar we’ll be examining recent trends for advisers’ clients to take money off platform and place their cash into higher rate accounts, typically with ‘lock in’ periods. As a result, advisers then lose oversight of these funds, with a risk it doesn’t come back under their advice. To address this risk, the webinar will look at how the managed Select: Money Markets Portfolio offers advisers and their clients a ‘safe haven’ which is invested into a diversified, blended range of Money Market funds (that in turn invest across different types of Money Market instruments and across geographies). These are institutional funds, offering the highest rates while not suffering from lock-in periods. The portfolio is fully liquid, with daily dealing, in or out. Key points we’ll cover include: · How the portfolio has been constructed and blended · The attributes of the various types of Money Market instruments used by the fund managers · The risk management attributes · Examples of uses for the portfolio We’ll also discuss the value for money offered by the new portfolio, which currently yields 5.3% gross. The portfolio OCF and transaction costs are 15bp in total, and the DFM fee is just 5bp, giving a yield net of costs (OCF and DFM) of 5.1% https://lnkd.in/ej3ijmRM
Welcome! You are invited to join a webinar: Launch of Copia’s Select: Money Markets Portfolio. After registering, you will receive a confirmation email about joining the webinar.
zoom.us
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What’s do the announcements in last week's King Speech mean for financial advisers? Find out in Patrick Mill’s latest article: https://bit.ly/4denI4L
The King’s Speech – what it means for advisers | Read Patrick's latest article
https://www.wealthtime.com/advisers
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In theory, Centralised Investment Propositions (CIPs) are a great way of managing client money, saving time by standardising the proposition for multiple clients and streamlining the administration involved. Unfortunately, we’ve found that’s not the case in practice for many advisers. Read Robert Vaudry's latest article to learn how outsourcing can improve efficiency for financial advisers. https://bit.ly/3Wch7AU
Increasing CIP admin burden drives surge in outsourcing | Read Robert's latest article >
https://www.wealthtime.com/advisers
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We're thrilled to be shortlisted for Contribution to Gender Diversity (Financial Services) at the Women in Financial Advice Awards! 🤩 A huge congratulations also to our amazing Wealthtime women also shortlisted for awards: ⭐ Catalina Hatos (Cat) Hatos - Most Inspiring Returner ⭐ Harriet Bartlett - Team Leader of the Year (Large Firms) ⭐ Andrea Villis - Women of the Year - Adviser Support Services (Small/Med Firms) ⭐ Lucy Bristow - Women of the Year (Platforms) and Outstanding Contribution to the Profession Fingers crossed for the ceremony on 6 November! 🤞 https://bit.ly/3S736Dl
Women in Financial Advice Awards 2024: Shortlists revealed!
professionaladviser.com