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Stellar Asset Management moves to new platform for AIM services


Stellar Asset Management, the inheritance tax mitigation and estate planning specialist, inow working with WealthTek as a platform provider for its AIM services. 

Stellar’s 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 Stellar’s 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. 

Stephen English, Investment Director at Stellar, says:   “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 a more modern client portal, ultimately the improved functionality optimises our ability to maximise investor returns.” 

Jonathan Gain, Chief Executive at Stellar, says: “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.”

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