Stellar moves to new platform for AiM services

We are pleased to announce that we are now working with WealthTek as a platform provider for our AiM services. Our Inheritance Tax Services are available across multiple platforms to provide financial advisers with choice and investment flexibility and WealthTek is the latest addition.

The Stellar AIM Inheritance Tax Service is now available on WealthTek, providing financial advisers with access to their global independent wealth management expertise. This new partnership supports our financial adviser client base by ensuring that execution and administration is being processed efficiently and delivered to clients via a professional, yet easy-to-use portal.

WealthTek is a next generation provider of Investment Platform Solutions, including investment custody, administration and management solutions, powered by market leading technology and efficient straight through processing.

Our Investment Director Stephen English commented:

“I am delighted to announce that we have been able to partner with WealthTek as our in-house platform provider for our AIM service. This is great news for both clients and our internal team as it will ensure that, as our AIM service continues to grow, we can deliver the same high level and consistent portfolio management strategy that we have painstakingly developed over the past 10 years. Not only will our clients and intermediaries benefit from an improved and accessible client portal, ultimately the improved dealing functionality optimises our ability to maximise investor returns.”

Our Chief Executive Jonathan Gain said:

“We are very pleased with our recent move to WealthTek. Following on from the appointment of our internal AIM Management Team in September last year, this new venture further demonstrates Stellar’s commitment to ensuring our AIM IHT Service is not only the strongest multi-platform offering in the market, but best in class amongst all AIM providers. We look forward to working with the WealthTek team to offer our clients an even more streamlined and cost-efficient service.”

Click here to find out more about the Stellar AiM Inheritance Tax Service and how it could work for your clients.


Written by Paula Fagan


Important Information

Stellar Asset Management Limited does not offer investment or tax advice or make recommendations regarding investments. Prospective investors should ensure that they read the brochure and fully understand the risk factors before making any investment decision. The value of investments and the income from them may fall as well as rise and is not guaranteed. No assurance or guarantee is given that any targeted returns will be achieved. Forecasts of potential future results are not a reliable indicator of actual future results.

Stellar Asset Management Limited of Kendal House, 1 Conduit Street, London W1S 2XA is authorised and regulated by the Financial Conduct Authority.