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Intelligent Money : ウィキペディア英語版
Intelligent Money

Intelligent Money is an investment management firm based in Nottingham, authorised and regulated by the Financial Conduct Authority. The company provides risk managed investment portfolios and offers these with a free SIPP and free income drawdown.
==History==
The company was established in 2002 by founder and sole financier Julian Penniston-Hill.〔http://www.guardian.co.uk/money/2004/jan/25/moneyinvestments.observercashsection〕
In December 2006 Intelligent Money purchased the SIPP business of The Money Portal plc.
The company also worked closely with the Telegraph Media Group (owners of the Daily Telegraph and Sunday Telegraph) on SIPP promotions. The Telegraph Media Group is registered with the FCA as an Appointed Representative of Intelligent Money.
To focus fully on its adviser only business model, Intelligent Money sold its direct-to-consumer client book to Clubfinance in late 2012.〔(Clubfinance acquires intelligent money's D2C business – FundWeb )〕
The same year Intelligent Money took over the running of leading French bank BNP Paribas's book of SIPP business. A spokesman for BNP Paribas said "We went to the market looking for a provider ...did some due diligence and handed responsibility to Intelligent Money. Intelligent Money stated "some of the major SIPP providers were surveyed by BNP (), and we came out on top". 〔http://citywire.co.uk/new-model-adviser/news/bnp-paribas-passes-sipp-business-to-intelligent-money/a612614,〕
In 2014 the company launched its auto enrolment compliant group proposition.

抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)
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