Fusion Wealth provide bespoke wealth management and technology solutions for well-known financial planners, national IFAs, networks and wealth managers in the UK. With sophisticated business processing, trading and tax management, the Fusion Wealth Platform wraps up all your different funds into one easily accessible customisable platform. Offering a range of cost-effective tax wrappers (General Investment Accounts, ISAs and SIPPs) and institutional fund pricing via the SEI global custody engine, the platform supports trading and transactions across 38 stock exchanges, 17 markets and 175 different currencies. Fusion Wealth is technology-driven, delivering a wide range of investment solutions with clients at its heart.
“The Waterfront team applies a commercial mindset to legal issues. We are very pleased to have them on board.”
Ilani Liebenberg, Managing Director