Advisers can now access Stellar Asset Management’s asset-backed IHT portfolios via the CoInvestor platform.
This follows a new partnership between Stellar and CoInvestor.
CoInvestor also said that in response to increased demand from financial advisers for simplification of the fund application process, it has removed the traditionally paper-based application process. This allows investors and advisers to apply for an investment entirely online, including the use of digital signatures.
The Stellar portfolios available via CoInvestor are Stellar Succession and the Stellar Estate Planning Service.
Chief Executive at Stellar Jonathan Gain said: “We are pleased to be working with Katherine and the team at CoInvestor. The continued adoption of new technology to facilitate investments and improve reporting and administration is inevitable and to partner with a leading firm which understands both adviser and investor needs in this area was simple. We look forward to making this partnership a success.”
Head of Business Strategy and Development at CoInvestor Katherine Wilson added: “We are delighted that Stellar have chosen to list their asset-backed IHT portfolios with us on an exclusive basis and are to be able provide advisers with an easier and more efficient way of doing what they are already doing. By facilitating straight through digital processing and digital reporting back to the investors we aim to ‘institutionalise’ the alternative asset market.”
