Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

14640

Rogerscasey to provide due diligence for Maxim’s WealthIntroduction programme

RELATED TOPICS​

Maxim Group has selected Rogerscasey to provide manager diligence services for its WealthIntroduction programme.

As a component of Maxim's open architecture platform, the WealthIntroduction programme provides traditional and alternative investment managers the opportunity to market into Maxim's expanding wealth management and corporate services groups.
 
The programme will sponsor managers across a range of investment styles to undergo Rogerscasey's extensive manager diligence programme.
 
Upon successful completion of the Rogerscasey review, Maxim Group will provide forums for managers to market across its RIA affiliate, Maxim Financial Advisors, family office and corporate services clientele.
 
John Garrity, executive managing director and Maxim's head of wealth management, says: "This is a natural extension of our expanding wealth management platform capabilities for our brokerage and investment advisor professionals, providing exceptional products for our clients and optimising economics for all stakeholders."
 
The manager due diligence programme is an offering of Rogerscasey's advisor solutions group.
 
David Pappalardo, senior vice president and head of the advisor solutions group, says: "We are excited to work with Maxim Group on this innovative solution. This programme further demonstrates Rogerscasey's ability to build customised, independent solutions for financial intermediaries."
 
Participants in Maxim's WealthIntroduction programme will also be included in Rogerscasey's Manager Research & Ranking (MR2) database, which contains all of the firm's proprietary opinions and manager insights.

Latest News

The trading and investment platform eToro has extended its proxy voting feature to all stocks..
C8 Technologies, the London-based fintech founded by former BlueCrest Capital Management partners Mattias Eriksson and..
DWS has announced the latest development in its strategic growth push in Alternative Credit with..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by