Sesame Bankhall Group appoints Pan Andreas to lead new wealth management team

→ Sesame Bankhall Group announces the appointment of Pan Andreas who joins the group to head up its new wealth management team.

Andreas’s arrival comes at a time when Sesame Bankhall Group is making significant investments in new adviser services, with recent announcements that include:

  • A new Attitude to Risk and Portfolio Analysis tool;
  • A new client and practice management system that is currently being developed in conjunction with financial services technology provider, IRESS, and will be launched in 2012; and
  • Optimum Investment Management, a new joint venture between Sesame Bankhall Group and Henderson Global Investors that will enable advisers to create bespoke investment solutions for their clients.

These new initiatives will link to the group’s investment platform strategy and new restricted advice service. Andreas will be responsible for building and leading the wealth management team that will promote and deliver these new initiatives into the market.

The wealth management team will work closely with the group’s regional development managers, and other adviser facing teams, to help advisers develop, articulate and deliver a competitive, profitable and sustainable wealth management service to their clients.

Andreas brings 30 years’ industry experience and joins Sesame Bankhall Group from a consultancy role working on platform adoption at AXA Wealth. Prior to that, he was sales director, asset management at Intrinsic Financial Services.

Pan Andreas added:

I have long been impressed by the scale and capital strength of Sesame Bankhall Group. They are ideally placed to provide propositions that will be essential to advisers to prepare for RDR and beyond, and what’s more, they have a keen focus on their delivery of these plans. My objectives are clear – to help SBG deliver a wealth management proposition that is easy for advisers to articulate and deliver. A proposition that is cost-effective, beneficial to clients and also future proof. Our current development programme will deliver that and more.

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Sesame Bankhall Group Limited, company number 3573352. Sesame Limited, company number 2844161. Sesame Services Limited, company number 2338540. Bankhall Support Services Limited, company number 2785381. Sesame General Insurance Services Limited, company number 01902998. Premier Mortgage Service Limited, company number 05011650. Each company is registered in England & Wales with a registered office at Pixham End, Dorking, Surrey, RH4 1QA. Bankhall Support Services Limited and Sesame Limited are authorised and regulated by the Financial Conduct Authority. Sesame General Insurance Services Limited and Premier Mortgage Service Limited are appointed representatives of Sesame Limited.