Sesame Bankhall appoints head of wealth management team

clock

Sesame Bankhall Group has set up a team to deliver its new wealth management propositions to advisers, bringing in industry veteran Pan Andreas to head it up.

In November, the company announced plans to roll out a restricted proposition to its network members in 2012, using the services of its new investment arm, Optimum Investment Management, and taking advantage of a tie-up with Australian software giant IRESS. It will also roll out a new attitude to risk and portfolio analysis tool, which will be linked to its Sesame One platform. The wealth management team will work with the group's regional development managers, and other adviser-facing teams, to help advisers deliver the service to their clients. Andreas was previously in a consult...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

Wholesale exemption would ‘adversely affect the Duty’s objectives’

Sahar Nazir
clock 17 July 2025 • 5 min read
Tatton Core Balanced tops ten most recommended platform MPS by value

Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

Sahar Nazir
clock 17 July 2025 • 3 min read
Government's FOS reforms 'a mixed bag'

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

Isabel Baxter
clock 16 July 2025 • 4 min read