James Priday, chief executive of P1 Investment Services
Monday, 13 January 2025 13:38
P1 Investment Services hires Ex-Seccl manager
P1 Investment Services, operator of the P1 Platform, has appointed former Seccl manager Michelle Angell as senior client services and operations manager.
She will lead the development of P1’s client servicing team as the firm grows, PI said.
Ms Angell has more than 20 years of experience across wealth management, platforms, and account management having held management and leadership roles at Atomos Wealth, Seccl, Abrdn, Winterflood Business Services, and Barclays Wealth.
White label platform Seccl is P1 Platform’s trading and custody partner and Ms Angell's time there gave her direct experience of P1’s operating model and helped her establish relationships with the team, the company said.
James Priday, chief executive of P1 Investment Services, said: "Assets, revenue and the number of advice firms we support grew by 100% over the past 12-months. We know innovative technology is just one part of the equation when it comes to building a great product, with high service levels being the other.
“Michelle’s appointment reflects this commitment and our focus on investing in people who understand the unique needs of our adviser clients. her insight and experience will ensure we remain not just a platform provider and investment manager, but a trusted partner to firms of all sizes."
Ms Angell said: "It was an obvious fit for me to be part of P1. I look forward to helping advisers and their clients achieve their goals."
P1 has experienced significant growth across its platform and investment management services in recent times with several investment managers operating their businesses under P1’s umbrella, including Elston Portfolio Management, Corrival Capital Management, Pangea Impact Investments and Five Horizons.
This page is available to subscribers. Click here to sign in or get access.
Published in
Articles