The Leading Edge Advisor Programme (LEAP) provides the professional financial advisor with an innovative pensions and investment platform solution. This unique service combines the expertise of both Conexim and Independent Trustee Company. We also provide a continuous improvement and CPD programme which imports and delivers international best practice from leading global practices.
The objective of LEAP is to provide advisors with a transparent, cost-effective and advisor-centric pensions & investments platform. By combining flexible pension structures with platform access to funds, equities, ETFs and bonds at institutional rates, LEAP delivers a truly independent offering for Advisors.
The people behind LEAP
LEAP is collaboration between Independent Trustee Company and Conexim.
Independent Trustee Company is one of Ireland’s leading pensioneer trustees, established in 1994. Based in Dublin with over 50 staff, ITC administers over €1.5 billion of client funds in over 5,000 pension structures.
Conexim was established in 2010 to provide an innovative investment platform and trading service for Advisors and trustees. Conexim has developed a unique risk management system which monitors client portfolios to ensure that investment portfolios are continuously maintained and rebalanced. Conexim is a wholly owned subsidiary of Platform Capital Group, which operates a number of wholesale financial services businesses and exclusively provides services to other financial services firms in Ireland and overseas.
All on-platform assets are held with Pershing Securities International Limited (a Bank of New York Mellon company). Pershing’s global custody operations service approximately 5.6 million active investor accounts and as of June 30, 2014 held over $1 trillion in global client assets, with Pershing’s global operations having net capital of $1.5 billion. The parent company, Bank of New York Mellon has $28.5 trillion in assets under custody and/or administration, and has a market capitalisation of $42.4 billion as of June 30 2014.
Please feel free to organise for one of our team to call-out to discuss your needs and explore how we can assist you in meeting your business objectives.