Kevin Ashton

Client Solutions Manager at Nucleus Financial

Kevin Ashton is a seasoned professional in client solutions and finance management, currently serving as a Client Solutions Manager at Nucleus Financial since September 2024. Prior to this role, Kevin held significant positions including IBA Finance Manager at Pen Underwriting UK from August 2021 to September 2024, Senior Manager at SS&C Technologies from October 2017 to May 2021, and Customer Service Manager at DST Systems between December 2015 and October 2017. Kevin's educational background includes completion of studies at St Columbas High from 1991 to 1997 and St Joseph's Primary School from 1984 to 1991.

Location

Glasgow, United Kingdom

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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.


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Employees

201-500

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