New Products

Palladiem Opts For Placemark's UMA Platform

Harriet Davies Editor - Family Wealth Report January 26, 2012

Palladiem Opts For Placemark's UMA Platform

Palladiem, an independent investment advisory firm, has made its unified managed account strategies available through Placemark Investments' UMA Marketplace platform.

Palladiem’s investment portfolios will be available to financial advisors via UMA Marketplace, which advisors access on the TD Ameritrade Institutional, Schwab Institutional, and Fidelity Institutional Wealth Services RIA custodial platforms.

The available product lines include Palladiem’s Core, Sustainable Income and Global Alternative strategies.

"This is an important step for Palladiem as we bring our proprietary investment products and services to the market. UMA Marketplace provides us with immediate entry into a variety of advisor channels with relative ease," said Stephanie Mackara, chief marketing officer at Palladiem.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes