Following a significant uplift in enquiries from financial advisers looking for new ways to outsource investment management, technology-led discretionary investment manager, PortfolioMetrix has expanded its business development team with the appointment of Bruce Ely-Johnston.
With a wealth of relevant past experience and a proven track record of success, Bruce has held senior roles working closely with financial adviser firms looking for specialist help with investment management and business strategy. While at London & Capital, he was instrumental in bringing to market one of the leading discretionary model portfolio propositions of its time in the UK, achieving over 70% market share on one platform alone.
Dave Chessell, Distribution Director at PortfolioMetrix comments: “We’ve appointed Bruce to help us develop the next wave of progressive financial advisers looking to build an advanced investment foundation in their business. Our award-winning proposition is one that is ideal for forward-focused advisers and it’s important that we forge relationships with those for whom there is a good cultural fit. Having additional expertise with Bruce on board will speed up this process and help us ensure we provide greater depth of understanding as we build a community of partners who can truly benefit from the services we provide.”
Bruce comments: “PortfolioMetrix has a market-leading proposition that offers tangible benefits to advisers and clients. The fact that PortfolioMetrix has combined advanced technology with a fully client centric investment proposition gives them a real edge and I’m excited about working with advisers to help them harness the opportunities that it offers to them.”