Wrap platform Ascentric has announced the appointment of Andy Zanelli as senior technical consultant.
Mr Zanelli, who is a fellow of the Personal Finance Society and a chartered financial planner, begins his new role today (4 January).
He joins from Axa, where he has a background in providing technical support for financial planners, having spent the past eight years as head of technical consultancy for Axa Wealth.
Prior to this, he was a senior technical sales manager for Axa Life and has 27 years of financial services experience in strategy, product proposition and marketing, as well as being a seasoned technical speaker.
Mr Zanelli will report to Justin Blower, head of sales at Ascentric, and will be responsible for developing and implementing a technical support function to analyse and communicate how changes in tax and regulation will impact financial advisers.
Sarah Lyons, head of marketing at Ascentric, said: “The appointment of Andy is a key step for Ascentric as we look to build on our offering for financial planners. Andy’s extensive experience working with advisers on the technical challenges facing their clients will be a real asset to our business.
"Financial planners are being called upon to deliver a highly sophisticated service and Andy’s deep technical insight into this area will help deliver the support which advisers tell us that they’re looking for."
Mr Zanelli said: “Today’s high end financial advisers and their clients face an increasingly intricate web of tax and regulatory challenges.
"I look forward to developing Ascentric’s role as a provider of both the tools and the sophisticated insights being asked for by these advisers, to help them to take advantage of the opportunities these challenges present.”
ruth.gillbe@ft.com
