Third Financial poised for further growth with important hire

05 Apr 2022

Third Financial is pleased to announce a strengthening of its senior team with the appointment of Jeff Harvey-Wells as Sales Director. 

Jeff has over 20 years of experience specialising in selling complex and high value technology, administration and regulated custody services to the global financial services market.  Jeff joins from Avaloq UK having previously helped a FinTech launch an Investment Platform and grow that business to become an established solution in the UK market.

Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices. This latest appointment is key to its aim to grow the business, focusing on the challenges faced by its clients as they seek to implement leading technology to meet client demand while driving greater operational efficiencies and relieving pressure on margins.

Third Financial recently achieved assets under administration for its regulated custody service of £5 billion AUA.  Third’s technology also directly manages a further £40 billion of assets across its software client base.  Third supports over 60 clients across the UK and the Offshore market. 

Ian Partington, Group Chief Executive, commented “We are thrilled to have Jeff on board.  This is a key period for Third as we accelerate our growth. Jeff will be responsible for attracting some of the largest and highest profile Wealth Managers, Family Offices and Financial Advisers to our proven Investment Platform.  The UK market is going through many changes and challenges. Our success to date suggests we are perfectly positioned to meet the demand for a cost effective, whole of market Investment Platform, providing a powerful core service to help clients achieve their business goals. Jeff is a key part of our planned expansion”  

Jeff commented, “Third is already a major player in this market, with great technology, a terrific customer service ethos and a highly impressive, and referenceable, client base.  I am very excited to work with the team to achieve even greater success”.

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