The group provides services for investors in index and active mutual funds, exchanged-traded funds, and model portfolio services. As of February, it supported professional clients with about £161 billion ($209 billion) in assets entrusted to Vanguard.

Within DXO, Selina Kirby has been appointed head of digital and execution. This new team is dedicated to supporting execution-only platforms, as well as digital banks and wealth managers.

Tania Allerton, head of advisory, leads the team responsible for Vanguard’s connections with UK independent financial advisors.

Andrew Surrey has been appointed head of wholesale, leading a team providing specialist support to clients with complex investment needs.

Evelyn Partners
UK wealth manager , an advisor platform provider, has appointed Max Rothery as chief marketing officer, reporting to Verona Kenny, chief distribution officer.

In this newly created role, Rothery will be responsible for positioning the Aberdeen Adviser brand and accelerating growth.

Rothery was previously at Finimize where he spent seven years scaling its community and transforming the way in which financial content engages with businesses and consumers.

“The creation of the chief marketing officer role highlights our focus on modernising our approach and enhancing advisor engagement by leveraging digital-first strategies. Max will play a pivotal role in my marketing team as we take forward our ambitions,” Kenny said.