Nucleus Financial
David Sibbald is a seasoned professional with extensive experience in client relations, currently serving as Client Relations Team Manager at Nucleus Financial since May 2016. Sibbald has progressed through various roles at Nucleus Financial, including Senior Client Relations Manager and Client Relations Manager. Prior experience includes a position as Client Service Executive at BNY Mellon, where responsibilities involved assisting a diverse range of clients with management inquiries. Additionally, Sibbald has experience as a Change Analyst at the Royal Bank of Scotland Business during a university placement. Sibbald holds a BA (Hons) in Business Studies from Edinburgh Napier University, completed in 2012, and attended Linlithgow Academy from 2002 to 2008.
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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.