Nucleus Financial Platforms Group one of the UK’s leading, independent, adviser platform groups, has appointed Alexander Filshie as Chief Financial Officer (CFO), subject to regulatory approval.
He starts today taking over from Mike Regan who, as previously announced, has been appointed as Chief Commercial Officer. Mike Regan replaces Alex Kovach who leaves at the end of the year. Alexander will join the Nucleus Executive Committee as well as the Board.
Alexander is an experienced board level CFO with a track record of success in M&A and delivering business transformation across both global blue chip businesses and fast moving fin-tech, payment and financial services institutions.
His experience spans private equity, public market and institutional ownership and during his thirty year career he has led high performing teams to support ambitious growing businesses.
Alexander joins from specialist mortgage lender, Kensington Mortgages where he was CFO for three years. Prior to this, he was Chief Financial Officer at Visa Payments Ltd.
He has an impressive breadth of experience across the financial services sector, starting his career at PWC and then Standard Chartered, before going on to hold senior positions at global organisations including Barclays and American Express. He has also held CFO roles across smaller specialized financial services groups and fintechs including World First and CLS Group.
Richard Rowney, Chief Executive Officer at Nucleus, said: “Alexander has three decades of experience in the financial services sector and brings with him knowledge and expertise that will be instrumental in helping us to deliver on our strategy, as we continue to invest in our platform and build scale.
“This is an exciting time in our journey and I look forward to having Alexander in my executive team as we build the UK’s leading, independent, adviser platform.”
Alexander Filshie, Nucleus CFO, added: “I’m delighted to be joining Nucleus at this exciting time, as it embarks on the next phase of its journey to become a scale player in the market, with a clear commitment to invest in the priorities of advisers and to deliver on its purpose to help make retirement more rewarding for customers.
“I’ve been extremely impressed by the trajectory of the business and in particular the vision and ambition of Richard and the wider executive team. With strong shareholder backing, and a strategy that is clearly working, Nucleus is well positioned to continue to capture the significant opportunities that exist in the platform market.”
You can download a PDF of the press release here
Enquiries:
Linda Harper
Head of Public Relation
E: newsroom@nucleusfinancial.com
Notes to editors:
The Nucleus Financial Platforms group offers investment platforms and products exclusively to financial advisers, that ultimately help make retirement more rewarding.
Renowned for its SIPP expertise, James Hay Partnership has been working with larger financial advisory groups for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way.
Our award-winning platform Nucleus was founded in 2006 by advisers committed to altering the balance of power in the industry by putting the customer centre stage.
Curtis Banks is one of the UK’s largest administrators of SIPP and SSAS solutions for customers and businesses. It is one of Europe’s largest commercial property landlords, a specialist area for self invested pensions. The business maintains a focus on providing high levels of technical support, robust service, modern technology and innovation.
Together we’re one of the UK’s leading, independent, adviser platform and product groups, with approximately £80 billion in assets under administration, helping nearly 5,000 advisers make retirement more rewarding for almost 250,000 customers.
