Ascentric strengthens its Business Development Team
9 December 2010
Ascentric, the independent wrap platform, today announces the appointments of Suzanne Lacey and Max Newman as Business Development Managers in the South West and South East respectively.
Suzanne Lacey has more than 20 years experience working in the financial services industry. Most recently, she was a Platform Consultant with Axa Elevate, having held a number of client facing roles at Axa and Allianz Cornhill. Suzanne will be responsible for the South West region.
Max Newman has worked in adviser facing roles for 11 years at the Prudential and most recently with Aegon. He will be responsible for providing transition support to advisers in the South East region.
Richard Goodall, Sales & Marketing Director at Ascentric said, “I am delighted that we are able to make such high calibre appointments in Su and Max. Advisers want a strong engagement from their wrap partners to help them fully embrace the new model. As both appointments already have a very strong track in working with firms to review their business models, I am confident they will prove to be great assets for Ascentric as we continue to grow our business.”
ENDS
For further information, please contact:
Ascentric
Dominic Ventham, Head of Marketing
Tel: 01225 787208, Mobile 07590 227039
Email: dominic.ventham@ascentric.co.uk
Issued by Concise Public Relations
Tel 0207 100 3960
Martin Wood
Mobile: 07946 527240, Email: martin@concisepr.com
Liam Jenkins
Mobile 07984 439968, Email: liam@concisepr.com
Notes to Editors
Ascentric and Fundsdirect are the trading names of Investment Funds Direct Limited.
Investment Funds Direct Limited was founded in 1982, and Fundsdirect launched as the UK’s first online fund supermarket in December 1999. Since that time, the company has built on their reputation as a leading UK fund supermarket to provide Independent Financial Advisers (IFAs) with a Wrap service under the brand name of Ascentric.
Ascentric is a whole of market Wrap service, available exclusively to IFAs and offers a fully integrated online investment management and dealing platform. It also enables IFAs to transfer their clients’ assets onto a single platform to provide them with the ability to manage their client’s financial needs in just one place. This is obviously a considerable enhancement to the existing, time-consuming practice of IFAs introducing their clients to a number of different product providers.
In October 2007, a majority holding of Investment Funds Direct Group Limited was acquired by Royal London Group.
For further information about Ascentric and Fundsdirect, please visit either www.ascentric.co.uk or www.fundsdirect.co.uk
Royal London Group is a specialist financial service provider. Its businesses focus on those sectors of the market which value quality propositions, operating through a number of brands:
• Scottish Life – UK pensions market
• Bright Grey – UK protection market
• Scottish Provident – UK protection market
• Royal London 360° – offshore investment markets
• RLAM – fund management
• RLAS – life and pensions administration
• Fundsdirect / Ascentric – funds supermarket; Wrap platform
Royal London also distributes life and pensions products through Santander’s UK branch networks.
Royal London is the largest mutual life and pensions company in the UK with Group funds under management of £41.0 billion. Group businesses serve around 3.4 million customers and employ 2,830 people. Figures quoted are as at 30 September 2010.