Platform One appoints former SEI operational director Terry Leavy as new COO
London-based Platform One, an FCA regulated investment platform and technology company, has appointed Terry Leavy to the position of chief operations officer (COO).
Terry Leavy joins Platform One as chief operations officer
Leavy joins the company following a decade-long stint at US-based financial services firm SEI, where he was most recently operational director in its UK Wealth Platform business.
Prior to SEI, he spent nine years in the asset servicing business of investment bank Nomura, with both professional experiences allowing Leavy to cultivate operational and technical expertise.
Platform One CEO Alex Cowan-Sanluis describes Leavy as “the perfect fit for Platform One and the right person to help us scale our business”.
“Terry brings with him the exact set of skills and experience we were looking for in our chief operations officer,” adds Cowan-Sanluis. “He’ll continue to improve our platform and technology services for advisers and the wider wealth market.”
Platform One operates a Software-as-a-Service (SaaS) model alongside its UK adviser wrap platform, licensing out its technology to advisory, wealth management, investment and fintech firms. It currently has £2.7 billion in assets under administration.
In April of this year, the company acquired Gaudi Trustees and the operation of more than £1 billion of self-invested personal pension (SIPP) assets administered by Gaudi Limited.
Following the acquisition, Platform One is working to create its own SIPP platform, having gained the relevant permissions to do so, with the aim of offering a more holistic service for financial advisors and their clients.
