Latest news with #ConcurrentInvestmentAdvisors
Yahoo
23-04-2025
- Business
- Yahoo
Concurrent introduces WealthSelect investment platform
Concurrent Investment Advisors (Concurrent) has introduced WealthSelect, a new investment platform designed to enhance the capabilities of financial advisors. Developed by Concurrent Asset Management, this platform aims to streamline the creation of customised portfolios that meet the diverse needs of clients. WealthSelect addresses the complexities associated with wealth management by incorporating intuitive technology, institutional-grade investment strategies, and dedicated consulting services. The platform equips advisors with the tools necessary to deliver personalised investment solutions efficiently. The structure of WealthSelect is based on three core components. Firstly, WealthBlox offers a modular suite of investment building blocks, created in partnership with prominent global asset managers. This feature allows advisors to build and adjust portfolios in real time, ensuring alignment with client objectives, income requirements, risk profiles, tax implications, and market trends. Besides, the WealthCIO team provides consulting support for advisors, focusing on advanced investment needs such as concentrated stock strategies, tax optimisation, liquidity management, and access to private markets. Lastly, the platform includes integrated technology that facilitates portfolio construction, modelling, and reporting through a 'user-friendly' interface, the company said in a statement. This combination of a turnkey solution with the flexibility to implement bespoke strategies enhances the overall efficiency of the investment process. Concurrent Asset Management president Eddy Augsten said: 'This is more than just an investment tool—it's a complete platform designed for the modern advisor. 'We've always believed in putting advisors in control of the client experience, WealthSelect is a direct reflection of that belief, it's flexible, advisor-led, and built to adapt as client needs evolve and macroeconomic conditions change.' Concurrent has also announced the appointment of Leah Bennett as its chief investment strategist. Bennett brings over three decades of experience, having previously held senior roles at Westwood Wealth Management and The Capital Group. Recently, Concurrent Investment Advisors added six new teams of 17 advisors in the first quarter of this year. The new teams, including Crownmark Wealth Advisors, Cornerstone Private Wealth, Arky & Miller Financial Group, Center Street Wealth Management, Valenta Capital Management, and Tutelas Financial, collectively manage $2.01bn in assets. "Concurrent introduces WealthSelect investment platform" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
23-04-2025
- Business
- Yahoo
Concurrent introduces WealthSelect investment platform
Concurrent Investment Advisors (Concurrent) has introduced WealthSelect, a new investment platform designed to enhance the capabilities of financial advisors. Developed by Concurrent Asset Management, this platform aims to streamline the creation of customised portfolios that meet the diverse needs of clients. WealthSelect addresses the complexities associated with wealth management by incorporating intuitive technology, institutional-grade investment strategies, and dedicated consulting services. The platform equips advisors with the tools necessary to deliver personalised investment solutions efficiently. The structure of WealthSelect is based on three core components. Firstly, WealthBlox offers a modular suite of investment building blocks, created in partnership with prominent global asset managers. This feature allows advisors to build and adjust portfolios in real time, ensuring alignment with client objectives, income requirements, risk profiles, tax implications, and market trends. Besides, the WealthCIO team provides consulting support for advisors, focusing on advanced investment needs such as concentrated stock strategies, tax optimisation, liquidity management, and access to private markets. Lastly, the platform includes integrated technology that facilitates portfolio construction, modelling, and reporting through a 'user-friendly' interface, the company said in a statement. This combination of a turnkey solution with the flexibility to implement bespoke strategies enhances the overall efficiency of the investment process. Concurrent Asset Management president Eddy Augsten said: 'This is more than just an investment tool—it's a complete platform designed for the modern advisor. 'We've always believed in putting advisors in control of the client experience, WealthSelect is a direct reflection of that belief, it's flexible, advisor-led, and built to adapt as client needs evolve and macroeconomic conditions change.' Concurrent has also announced the appointment of Leah Bennett as its chief investment strategist. Bennett brings over three decades of experience, having previously held senior roles at Westwood Wealth Management and The Capital Group. Recently, Concurrent Investment Advisors added six new teams of 17 advisors in the first quarter of this year. The new teams, including Crownmark Wealth Advisors, Cornerstone Private Wealth, Arky & Miller Financial Group, Center Street Wealth Management, Valenta Capital Management, and Tutelas Financial, collectively manage $2.01bn in assets. "Concurrent introduces WealthSelect investment platform" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
