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...

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

PA360: Clients' lack of understanding of advice value is 'concerning'

PA360: Clients' lack of understanding of advice value is 'concerning'

‘Anyone running a business needs to offer value to their clients’

Sahar Nazir
clock 25 April 2024 • 1 min read
PA360: Advice firms 'brush over' data integrity fundamentals

PA360: Advice firms 'brush over' data integrity fundamentals

‘Your business and your people are under attack constantly’

Isabel Baxter
clock 25 April 2024 • 1 min read
PA360: The need for a financial plan 'has never been higher'

PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

Isabel Baxter
clock 25 April 2024 • 2 min read