Discretionary investment manager PortfolioMetrix has expanded its team with the addition of John Croft as Business Development Consultant to drive its European expansion. Covering mainland Europe, the role has been created to support the firm’s growth plans outside the existing territories of UK, South Africa and Ireland during 2017.
Brandon Zietsman, PortfolioMetrix CEO comments: “Our European focus is targeted at market-leading IFA firms that specialise in providing investment planning and advice services to both British expats and domestic European investors. We believe our rigorous approach to portfolio construction and risk management will find a ready audience in a European adviser community looking for consistency and a competitive edge. We also believe that the wave of regulatory change likely to sweep the continent makes the timing of introducing PortfolioMetrix’s proprietary suitability, advice and efficiency tools ideal.”
John Croft brings a wealth of experience to the new role, having worked in financial services for over 30 years with companies such as HSBC GAM, Sanlam Global, Deutsche AM and M&G Group.
John Croft comments:” The PortfolioMetrix model offers a unique proposition for advisers focused on delivering investment expertise to their clients and I’m delighted to have the opportunity to drive forward growth of the European business.”
PortfolioMetrix is a member of the partnership programme of the Federation of European Independent Financial Advisers (FEIFA).