Wealth managers

Aims to set new industry standard

Total inflows of nearly $6bn in 2016

The word innovative is not one commonly associated with an actuary. After all, they are the people who found accountancy too easy so they needed something else to stretch their brains.

Importance of social media in era of geopolitical risk

Joins from SEI Investments

To work alongside CEO, Alan Beaney

Optimistic on international equities

Will offer bespoke and model portfolios

Expected to complete in Q1 2017

"Realign" industry