The Bankhall Investment Solution - Our One Platform

The start of 2011 saw the beginning of the exciting new One solution, when we announced that AXA’s Elevate wrap platform would be at the core of our new Investment proposition.

However, platforms were just the beginning of the One vision, which is now developing into a complete investment solution for our firms:

ATR Tool

We are developing an attitude to risk tool, which will be linked to our platform and our own funds, which, in turn, will all be linked together to give advisers a single solution; making it easier for them to do business.

Investment Funds - Optimum

We have also been working on our own unique range of investment solutions in partnership with Hendersons Global Investors. Our Optimum Investment Management company enables advisers to create and maintain a bespoke portfolio for clients that helps them reach their financial objectives within their risk appetite, whilst demonstrating the value and expertise that you offer.

Find out more about this exciting new proposition in this section or come along to one of our events