Cofunds
E862279
Cofunds is a UK-based investment platform that provides fund administration and distribution services to financial advisers and their clients.
Statements (46)
| Predicate | Object |
|---|---|
| instanceOf |
financial services company
ⓘ
investment platform ⓘ |
| acquiredBy | Aegon NERFINISHED ⓘ |
| acquisitionAnnouncementDate | 2016-04 ⓘ |
| acquisitionCompletionYear | 2016 ⓘ |
| assetsUnderAdministrationPeak | over £70 billion ⓘ |
| businessModel | platform fees on assets under administration ⓘ |
| client |
financial advisers
ⓘ
retail investors ⓘ wealth managers ⓘ |
| country | United Kingdom ⓘ |
| distributionChannel | adviser-led ⓘ |
| focus | supporting independent financial advisers ⓘ |
| formerOwner | Legal & General Group NERFINISHED ⓘ |
| foundedBy |
Charlie Eppinger
NERFINISHED
ⓘ
Colin Taylor NERFINISHED ⓘ ISIS Asset Management NERFINISHED ⓘ Jupiter Unit Trust Managers NERFINISHED ⓘ Legal & General NERFINISHED ⓘ Mark Tennant NERFINISHED ⓘ Threadneedle Investments NERFINISHED ⓘ |
| headquartersLocation | Witham, Essex, United Kingdom NERFINISHED ⓘ |
| inceptionYear | 2001 ⓘ |
| industry |
fund administration
ⓘ
investment management ⓘ platform services ⓘ |
| languageOfService | English ⓘ |
| launchYear | 2001 ⓘ |
| notableEvent | integration into Aegon’s UK platform business after 2016 acquisition ⓘ |
| offers |
consolidated client reporting
ⓘ
multi-manager and single-strategy funds access ⓘ |
| operatesInJurisdiction | United Kingdom NERFINISHED ⓘ |
| parentCompanyAfterAcquisition | Aegon UK NERFINISHED ⓘ |
| product |
ISA administration
ⓘ
general investment accounts ⓘ open-architecture fund platform ⓘ pension and SIPP administration (via partners) ⓘ |
| regulator | Financial Conduct Authority NERFINISHED ⓘ |
| service |
custody of client assets
ⓘ
distribution services for investment funds ⓘ fund administration ⓘ investment platform services ⓘ online portfolio management tools ⓘ reporting services for advisers and clients ⓘ |
| targetMarket | UK retail investment market ⓘ |
| technologyType | online investment platform ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.