People Moves

Fintech Firm Appoints Business Development Head

Amisha Mehta Deputy Editor London 12 May 2016

Fintech Firm Appoints Business Development Head

A UK provider of wealth management software has added to its group operations board.

Third Financial Software has promoted Roxanne Afzali to head of business development and relationship management.

Afzali joined Third Financial's business development team two years ago. She will be responsible for driving the promotion and sales of the firm's software and of its Third platform services unit. Tercero Platform was launched as part of the unit in September last year.

Tercero Platform, which will be available in July, will offer access to capabilities including multi-currency investment management tools alongside straight-through dealing, settlement and custody. It also supports links with clients’ preferred wrap providers for self invested personal pensions and offshore bonds, while providing proprietary tax wrapper services for structures such as individual savings accounts.

“Roxanne is an excellent addition to our group operations board, responsible for the day to day running of the business. We’re delighted to have promoted Roxanne and we look forward to seeing the implementation of her dynamic management style, which we’re sure will complement the growth of the firm,” said Stewart Foster, chief executive at Third Financial.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes