Sign up for free newsletter

 

Advisory group Allium Capital has strengthened its relationship management function with the appointment of Lindsay Coates.

Coates, who was previously at Cofunds UK, has spent many years working in Australia in senior relationship management and training roles for companies such as Macquarie Wrap.

In this role she supported companies such as the Commonwealth Bank of Australia and Suncorp, plus undertook activities in support of Australia’s largest adviser groups such as Shadforth Financial Group and Professional Investment Services.

Prior to this she was at Deutsche Bank UK in sales and operational roles.

Toby Denne, director and co-founder of Allium Capital, says: “As Allium grows it is important for us to keep up the same high level of focus, support and training we have already been recognised for by leading industry partners and the main distribution groups. We head-hunted Lindsay to a role that is strategically important for Allium during an incredible period of growth for the company during 2010. She joins us at an exciting time when UK investors are questioning the costs associated with fund management, and more traditional investment businesses are giving way to next generation investment companies.”

Coates will work closely with the board at Allium to advise on client relationship management and will assist client companies better identify business practices, processes, new propositions.

Coates will also support third party staff training on new investment products UK wide.


Subscribe to free daily newsletter
MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

latestjobs
Corporate Sales / Structuring – Chicago

Thu, 28 May 2015 00:00:00 GMT

Senior Data Scientist - Quantitative Solutions

Thu, 28 May 2015 00:00:00 GMT

Senior/Lead Software Development -Bank/Hedge Funds

Thu, 28 May 2015 00:00:00 GMT

events
3 days 5 hours from now - Dubai
4 days 5 hours from now - Chicago
4 days 5 hours from now - Boston
specialreports