Thomas Miller Investment Appoints Head of Intermediary Business Development

Thomas Miller Investment Appoints Head of Intermediary Business Development

Thomas Miller Investment, a member of the 128 year old Thomas Miller Group of companies, has appointed Matthew Lonsdale, as its new head of intermediary business development, to drive Thomas Miller’s expansion into the financial adviser sector following the recent model portfolio service launch, in collaboration with FinaMetrica.

Matthew joins from Psigma Investment Management Limited where he was head of business development for over five years, having joined the firm in January 2008. He has worked in financial services for over 15 years and has experience working as an IFA and as a private client investment manager.

Matthew’s appointment follows last month’s launch of Thomas Miller Investment’s new low cost model portfolio service offered through financial advisers, with an Annual Management charge of 0.4% per annum plus platform fees. The offering provides access for investors with over £50,000 to a range of model portfolios, which invest in the same securities as the firm’s largest institutional clients.

The new discretionary fund management proposition was launched to complement Thomas Miller Investment’s existing discretionary investment management services for private clients with assets in excess of £250,000.

Des Hogan, Head of Business Development, Thomas Miller Investment says:

“This is an exciting time for Thomas Miller Investment as we gain momentum with our discretionary fund management portfolio service in the financial adviser sector.  Matthew’s business development expertise will be invaluable as we continue to broaden our investor base and enable financial advisers to provide an efficient discretionary fund management service to a wider range of clients.

“Matthew will help to drive our expansion as we seek to extend our institutional investment expertise to our discretionary fund management business and respond to the need for competitively priced, transparent investment solutions in the post RDR world.”

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

You are currently offline. Some pages or content may fail to load.