Cofunds

E862279

Cofunds is a UK-based investment platform that provides fund administration and distribution services to financial advisers and their clients.

All labels observed (1)

Label Occurrences
Cofunds canonical 1

How this entity was disambiguated

Statements (46)

Predicate Object
instanceOf financial services company ⓘ
investment platform ⓘ
acquiredBy Aegon ⓘ
acquisitionAnnouncementDate 2016-04 ⓘ
acquisitionCompletionYear 2016 ⓘ
assetsUnderAdministrationPeak over £70 billion ⓘ
businessModel platform fees on assets under administration ⓘ
client financial advisers ⓘ
retail investors ⓘ
wealth managers ⓘ
country United Kingdom ⓘ
distributionChannel adviser-led ⓘ
focus supporting independent financial advisers ⓘ
formerOwner Legal & General Group ⓘ
foundedBy Charlie Eppinger ⓘ
Colin Taylor ⓘ
ISIS Asset Management ⓘ
Jupiter Unit Trust Managers ⓘ
Legal & General ⓘ
Mark Tennant ⓘ
Threadneedle Investments ⓘ
headquartersLocation Witham, Essex, United Kingdom ⓘ
inceptionYear 2001 ⓘ
industry fund administration ⓘ
investment management ⓘ
platform services ⓘ
languageOfService English ⓘ
launchYear 2001 ⓘ
notableEvent integration into Aegon’s UK platform business after 2016 acquisition ⓘ
offers consolidated client reporting ⓘ
multi-manager and single-strategy funds access ⓘ
operatesInJurisdiction United Kingdom ⓘ
parentCompanyAfterAcquisition Aegon UK ⓘ
product ISA administration ⓘ
general investment accounts ⓘ
open-architecture fund platform ⓘ
pension and SIPP administration (via partners) ⓘ
regulator Financial Conduct Authority ⓘ
service custody of client assets ⓘ
distribution services for investment funds ⓘ
fund administration ⓘ
investment platform services ⓘ
online portfolio management tools ⓘ
reporting services for advisers and clients ⓘ
targetMarket UK retail investment market ⓘ
technologyType online investment platform ⓘ

How these facts were elicited

Referenced by (1)

Full triples — surface form annotated when it differs from this entity's canonical label.

Aegon UK → hasSubsidiaryBrand → Cofunds ⓘ