Nucleus Financial
Andrew Malik-Sinclair possesses extensive experience in investment operations and business development within the financial services sector. Currently serving as Investment Operations Team Lead and Senior Investment Operations Analyst at Nucleus Financial since February 2022, Andrew's previous roles include Dealing Officer and Investment Operations Officer at FNZ Group, and a Business Development Manager at Regency Wealth Management ltd. Additional experience encompasses positions as a Financial Coordinator at deVere Acuma, Client Service Associate at BNY Mellon, and Operations Administrator at Alliance Trust Savings. Andrew's skills include lead generation, client relationship management, and extensive knowledge of investment products and markets. Educational background includes attendance at Holy Rood High School from 2004 to 2010.
Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.