Genesis Wealth Management Limited

Aegon and other technology platforms

In these modern and fast-moving times, most UK investment advisers and their clients have recognised the benefits of using technology as a valuable tool for managing longer term investments. At Genesis Wealth Management Limited we have adopted a number of technology platforms to assist with the consolidation and daily management of our client portfolios.

Although we always endeavour to utilise the most appropriate platform for each individual client scenario and have funds with many of the main providers, the majority of our clients have adopted the bespoke services available through Aegon, who provide one of the UK’s leading fund platforms. As a result we have been able to negotiate preferential terms with Aegon and other platform providers, to the benefit of our clients.

The use of platform technology helps us create for our clients a diversified portfolio tailored to their current objectives, with the ability to fine tune that portfolio easily and quickly should individual needs change.

Aegon are now the UK’s largest investment administration platform. They are one of the world’s leading providers of life assurance, pensions and asset management having started life as Scottish Equitable in 1831. On 1 January 2017 Aegon acquired Cofunds and now manages over €817 billion in assets on behalf of savers and investors (as at 31 December 2017). In the UK, Aegon offers retirement, workplace savings and protection solutions to around two million customers and employs more than 3,000 staff.

By using the Aegon service our clients have access to over 3,200 investment funds from over 200 leading fund groups, whilst dealing with only one administrator. This means you will receive a consolidated statement of your assets on the platform at least annually and you can request up-to-the minute valuations at any time.

As an existing client, you can access your own fund valuation at any time, day or night, by following this link to the Aegon valuation service and entering your log in details provided to you by Genesis Wealth Management Limited. By clicking this link, you will leave the website of Genesis Wealth Management Limited and we cannot be held responsible for the content of this external website.