Press Release: Thomas Miller Investment adopts new Client Relationship Management system

Thomas Miller Investment (TMI), the independent specialist investment and wealth management firm has chosen Intelliflo’s Intelligent Office client relationship management system (iO) to support its wealth management business.

Hugh Titcomb, Chief Executive of TMI comments:

‘We have ambitious plans for the development of our wealth management business and our decision to partner with Intelliflo for our new client relationship management system reflects the breadth of functionality offered by the iO system and the strong level of engagement offered by the Intelliflo team.’

Nick Eatock, Executive Chairman of Intelliflo comments:

‘We are delighted to have the opportunity to partner with Thomas Miller Investment as it continues the development of its wealth management business by adopting the iO digital management support system. Our approach is to combine technical excellence with an unequivocal client focus to support the constantly evolving needs of our clients.’

Article first appeared in:

Portfolio Adviser (in print on the 2nd August 2017)

Opinions, interpretations and conclusions expressed in this document represent our judgement as of this date and are subject to change. Furthermore, the content is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or a solicitation to buy or sell any securities or to adopt any investment strategy.

Thomas Miller Investment is the trading name of the businesses in the Thomas Miller Investment Group. This note has been issued by Thomas Miller Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (Financial Services Register Number 594155) and is a company registered in England, number 08284862