Due Diligence

Fusion Wealth adopt a consultative approach when we onboard a new firm and invest a significant amount of time, effort and expense in creating a bespoke wealth management platform. It is very important for us to partner with the right firms and as a minimum requirement we would require firms to commit to at least GBP 50 million of assets during the first 3-5 years of trading and demonstrate robust and compliant processes. Ideally, we would like firms to share our culture and philosophy and be committed to providing outstanding client service for the long term.