Ardan International Reviews 1

Written by the company

The Ardan wealth management platform was launched in 2013 with the goal of becoming the leading independent wealth platform for the international financial services market. In 2016 we became part of International Financial Group Limited (IFGL). Other members of IFGL include RL360, RL360° Services, Friends Provident International and IFGL Pensions. In addition, we partner with some of the world’s major institutions, such as Citi Bank International, Allfunds and Capital International to ensure safe custody of client monies. The Ardan wealth management platform is ideal for international clients, trustees and corporate entities who want to hold all their investments in one secure place. Rather than trying to track your investments across various institutions, each with their own dealing processes, paperwork and charging structures, you and your adviser can manage them all efficiently, securely and cost‑effectively on the Ardan International platform. And because our platform is designed specifically for internationally based investors like you, you can hold investments in different currencies and access investments from around the world with us.At its heart, our platform is a secure online location where all your investments can be held and viewed in one place. The platform has no exit costs, no lock in periods and lower ongoing fees (and potentially lower custodian and dealing fees) in exchange for a simple annual fee. Our fees are transparent and competitive. Our platform is secure and uses the latest, cutting-edge technology to increase efficiency and lower the cost of the overall proposition. Perfect for the internationally mobile investor. With your adviser, you can invest in any of our 11 currencies, hold cash and assets and trade securities in multiple currencies, switch currency online and move money between currency accounts. You can hold a wide range of investments on our platform. Our open architecture platform allows investors to hold funds, tradeable assets such as equities and exchange‑traded funds (ETFs) and structured notes. Any cash you hold on your platform will generate interest. More and more investors are turning towards model portfolios as an alternative to individual stock selection. Model Portfolios can help align your investment goals with your individual attitude to risk and reward and are managed by some of the world’s best-known investment managers. Your financial adviser may also have their own range of risk-rated or strategy-based model portfolios. If you are interested in a model portfolio approach, you should speak to your financial adviser. Ardan does not provide any advice in relation to the suitability of any model portfolio or any other investment and the offering of any investment does not constitute any endorsement. Your investments are safeguarded by us in line with best global practice and the stringent rules and guidelines of the Isle of Man Financial Services Authority. All assets are held through a nominee company and client monies are held in segregated client bank accounts. We partner with major global institutions like Citibank and Allfunds to ensure safe custody of client assets and money. This means that your assets are never commingled with the assets of Ardan, so, in the unlikely event that Ardan fails, your assets cannot be used by liquidators to repay the creditors of Ardan. Ardan is independently audited by PwC and is obliged to report regularly to the Isle of Man Financial Services Authority to demonstrate compliance and complete reconciliation of the assets registered to us.See more