Nucleus Financial
Carl Osman is a seasoned risk management professional with extensive experience across various financial institutions. Currently serving as a Risk Manager at Nucleus Financial since November 2019, Carl has previously held key roles including Second Line Controller at Société Générale, Head of Operational Risk at UBA UK Limited, and Head of Risk Assurance at Habib Bank Zurich Plc. Carl's expertise includes operational risk, data protection, and business continuity management, demonstrated through positions such as Group Operational Risk Manager at Kleinwort Hambros and Operations Risk Manager at JPMorgan Chase & Co. With a foundational career beginning at Credit Suisse and a degree in Business and Finance from Anglia Ruskin University, Carl possesses deep knowledge and skills in risk assessment and management within the financial sector.
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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.