WealthO2 makes five hires following software merger

WealthO2

7 March 2022
| By Laura Dew |
image
image
expand image

WealthO2 has made five hires to its firm in response to adviser demand for its tech solutions.

The hires were across the firm’s distribution, risk, compliance and development teams.

Justin Ahrens would join as head of risk, Kay Hurst would join as program delivery manager and John Shea would join as solutions architect. The distribution team would be boosted by Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management.

Andrew Whelan, chief executive of WealthO2, said: “We are thrilled to announce these significant cross-functional appointments which will play pivotal role in cementing our position as the first advice technology solutions company to focus on solving critical business issues across the end-to-end adviser experience.”   

“The fact that these key hires are joining WealthO2 at this time is a significant nod to our recent growth, strategy and what we are delivering. Our clients and the broader team will all benefit from their knowledge and expertise."     

The appointments follow the merger between WealthO2, Roar and NEO which saw the team double in size.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 14 hours ago