6 July 2023
Adviser platform and technology company Platform One has hired Terry Leavy as its Chief Operations Officer.
Leavy, who will start his new role immediately, joins the growing company after more than a decade at SEI, where he was Operational Director in their UK Wealth Platform business. Before that he spent nine years in the asset servicing business of investment bank Nomura.
Leavy joins at a crucial stage in Platform One’s growth, adding deep operational and technical expertise to the platform and technology business. In April, Platform One acquired Gaudi Trustees and the operation of more than £1bn SIPP assets administered by Gaudi Limited.
Platform One CEO Alex Cowan-Sanluis commented:
“Terry brings with him the exact set of skills and experience we were looking for in our chief operations officer.
“He’s the perfect fit for Platform One and the right person to help us scale our business. He’ll continue to improve our platform and technology services for advisers and the wider wealth market.”
Platform One Chief Operations Officer Terry Leavy added:
"I am thrilled to be joining Platform One at this exciting stage in its journey. I’m looking forward to working closely with Alex and the team to bring my experience to the organisation.”
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For further information, contact:
Tom Ellis, PR Director, the lang cat
T: 07840 848358
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Notes to editors
Platform One has £2.7bn assets under administration. The company runs a software as a service model alongside its popular UK adviser wrap platform, which means it licences out its best-of-breed technology to advisory, wealth management, investment and fintech firms around the world.