PortfolioMetrix expands team 'to speed up client on-boarding'

60 new adviser partners in six months

Victoria McKeever
clock • 1 min read

PortfolioMetrix has appointed Julie Rowe as client implementation manager as it looks 'to speed up the on-boarding of new clients' onto its discretionary investment manager (DIM) service.

Formerly business development manager at private investor platform service, Platform One, Rowe will help new clients with the firm's service. PortfolioMetrix said the hire was part of the expansion of its client-servicing team and the recruitment of another support team member was in its final stages. The firm has seen 60 new UK adviser partners sign up with it in the past six months while its global assets under management have more than doubled over the last 16 months to more than £1bn. PortfolioMetrix distribution director Dave Chessell (pictured) said the firm had seen new busines...

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