Platform One, a London-based investment platform and technology company, has appointed Terry Leavy as its new Chief Operations Officer (COO). Leavy brings a wealth of experience from his previous roles at SEI and Nomura, making him an ideal fit for Platform One’s plans to scale its business. The company operates a Software-as-a-Service (SaaS) model and currently manages £2.7 billion in assets under administration. Additionally, Platform One recently acquired Gaudi Trustees and aims to develop its own self-invested personal pension (SIPP) platform.
Facts
- Terry Leavy has been appointed as the new Chief Operations Officer (COO) of Platform One.
- Platform One is a London-based investment platform and technology company.
- Terry Leavy previously worked at SEI, a US-based financial services firm, as the operational director in its UK Wealth Platform business.
- Leavy also has nine years of experience in the asset servicing business of investment bank Nomura.
- Platform One operates on a Software-as-a-Service (SaaS) model and provides technology services to advisory, wealth management, investment, and fintech firms.
- Platform One currently manages £2.7 billion in assets under administration.
- In April, Platform One acquired Gaudi Trustees and the operation of more than £1 billion of self-invested personal pension (SIPP) assets administered by Gaudi Limited.
- The company aims to develop its own SIPP platform to offer a more comprehensive service for financial advisors and their clients.
