Third Financial is pleased to announce the successful onboarding of leading investment firm, KW Investment Management, to its fast-growing Platform service.
KW are long-standing users of Third Financial’s wealth management software, Tercero, and the opportunity to combine this market-leading software with Third’s custodial platform proved an attractive proposition, particularly given the platform's reputation for excellent customer service.
Commenting on the announcement, Group CEO, Ian Partington said: “This is great news for both our companies, to have successfully completed a significant change like this with most staff working remotely for much of the last year. With a little over 6 months from the initial contact being made to the successful migration of clients and assets, it represents a truly outstanding achievement. We are delighted to have a company of the calibre of KW onboard with our service and we look forward to a successful partnership for many years to come, as both our companies look to grow strongly.”
Harriet Griffin, Chief Operating Officer at the Kingswood Group, said “Our migration to the TPS service has been a very smooth, straightforward transition and we’re delighted with the efforts of our teams on both sides to achieve this common goal. Kingswood has ambitious growth plans and moving to the Platform service gives us the stability required to take advantage of market opportunities as they arise. We look forward to exploring further collaborations with Third in the near future.”