WealthO2 makes five hires following software merger
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.
Recommended for you
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.