Bruce joined PortfolioMetrix in March 2018 as part of the Business Development function, having spent nearly 20 years in the financial services industry, with the last 6 as a board director at a number of institutions. These include Thomas Miller Investment and Sanlam Private Investments. As a key member of the board, Bruce was involved in devising the strategy and its implementation whilst leading marketing and distribution-related functions. This included implementing major change management projects and reviewing technology utilisation but fundamentally working with financial advisers.
In 2008 Bruce set up and developed a UK retail division at London & Capital where he was instrumental in the success of bringing one of the leading discretionary model portfolio propositions of its time to the financial advisory market. Through this he was heavily involved with the development of wrap/platform technology for operating models via this medium, supportive of his belief that technology would be at the core of financial services development. Since then he has focused on helping numerous practices develop their propositions, processes and business structures, ultimately enabling them to grow their businesses more successfully.
In his early career Bruce joined Rothschild Asset Management where he initially advised IFA’s on the company’s Fund of Funds, Unit Trusts and wrap products before progressing to more senior roles but with the focus always on the intermediary market.
Bruce is a Member of the Chartered Insurance Institute and an Associate Member of the Chartered Institute for Securities & Investments.
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