Founded by former chief investment officer (CIO) and board director Admans, Infundly has been launched with the aim to provide firms with a “robust, auditable” investment process that “meets both client expectations and compliance requirements”.
Investment advisers, DFMs, wealth managers, and investment committees who choose to use the service will be charged a flat monthly fee and should receive “independent expertise”– “supporting fund strategy evaluation and helping adviser and portfolio-building firms transition to DFM status”.
Infundly will also be able to provide services to pr…
