Nucleus Financial
Adviser-owned wrap service
Edinburgh-based wrap platform specialist Nucleus Financial was founded in 2006 but now has more than £14.3bn in assets under management (as of 30 June 2018).
Nucleus allows financial advisers to give their clients access to all their financial investments, from ISAs to pensions, in one online account. To date, about 800 advice firms are using its technology.
Nucleus was created by a group of seven adviser firms, and the company remains 52%-owned by financial advisers.
In July 2018, it floated on the AIM for the first time.
Revealing platforms' profitability (and why it matters)
Revealing platforms' profitability (and why it matters)
Platform inefficiencies over real time trading threaten ETF investors' returns
Investors are calling for more control over ETF trades executed on fund platforms, many of which are incapable of hosting the vehicles or are currently unable to offer real time trading.
Nucleus profits leap 46% on swelling AUA
Nucleus has boosted assets under administration by 25% year-on-year in the third quarter after a strong summer for gross inflows.
Nucleus inflows drive half-year profits to £1m
Wrap Nucleus saw £725m of inflows in the six months to 30 June, with profits jumping 85% as the platform grew its market share.
Nucleus profits rise after 37% jump in assets
Platform Nucleus saw its assets under administration jump 37% in 2013 to £6.2bn, with gross inflows up 26% to £1.7bn, driving a sharp climb in profitability.
Fallout: Will the D2C price war infect the advised market?
Could the intense price war among D2C platform providers spill over into the advised space? Henry Brennan finds out what it could mean for long-term sustainability.
Nucleus: Leave pricing till last when performing platform due diligence
Advisers are being urged by Nucleus to adopt a phased approach to platform due diligence ahead of the introduction of new rules on 6 April, with pricing ranked as the least important consideration.
Nucleus eyes D2C platform move to serve orphan clients
Nucleus is considering launching a direct-to-consumer (D2C) platform in an effort to better serve the 6,000 orphaned clients it currently redirects to Hargreaves Lansdown each year.
Revealed! All the winners of the Platform Awards
Last night the prestigious Aberdeen UK Platform Awards were held in London. Here are all the winners and the judges' comments on why they scooped the prizes.
Nucleus reviews structure after conflicts of interest changes
Nucleus has placed the ownership structure of the wrap under review in light of adviser charging rules concerning potential conflicts of interest.
Nucleus halves charges on HNW portfolios as price war hots up
Nucleus has announced plans to overhaul its pricing structure, cutting fees by 50% for clients with assets over £1m as it moves to entice more high net worth clients.
Nucleus hails 'sustained' profitability after record six months
Nucleus Financial CEO David Ferguson has said he believes the wrap has hit "sustained profitability" after it posted record first-half profits.
FCA bans cash rebates on all platforms from April 2014
The Financial Conduct Authority (FCA) is to ban cash rebates paid to consumers from platforms from April next year.
Nucleus to roll out execution-only wrap in Q3
Nucleus is launching a white label, execution-only platform in Q3 which will help advisers build and market a direct wrap proposition for clients.
How do Cofunds' unbundled charges stack up?
Cofunds has today announced its new unbundled charging structure which will launch around the middle of next year alongside the bundled model. But is the supermarket offering a good deal for clients?
Putting structured products on a platform
STRUCTURED PRODUCTS
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