Third Financial commits to HNW market in latest platform signing

Discretionary wealth firm Mountstone Partners has joined the platform

Isabel Baxter
clock • 1 min read

Investment platform Third Financial has announced discretionary wealth firm Mountstone Partners as the latest to join its platform in a series of new signings.

Third Financial said that Mountstone's transition to its platform reinforces its commitment to the high-net-worth wealth management market. Mountstone has signed for an initial six-year term with Third Financial. Its wealth platform is already providing Mountstone with "new capabilities and efficiencies following a seamless migration of assets from its previous provider," the platform said. Mountstone currently has £400m in assets under management. Third Financials' other recent signings and renewals in the discretionary wealth management space include London-based asset manager 1O...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Platforms

M&G to launch £64bn PruFund range on FNZ platforms

M&G to launch £64bn PruFund range on FNZ platforms

Aims to make flagship fund range ‘available to as many people as possible’

Jen Frost
clock 17 April 2025 • 2 min read
AJ Bell platform adds Quilter and Quilter Cheviot MPS offerings

AJ Bell platform adds Quilter and Quilter Cheviot MPS offerings

Brings ‘further choice’, says product director

Jen Frost
clock 15 April 2025 • 2 min read
What's keeping platforms up at night?

What's keeping platforms up at night?

'You're not out of the woods yet, platforms'

Justin Cash
clock 07 April 2025 • 4 min read