Nucleus Financial
Lewis Tracey is a seasoned professional in investment operations, currently serving as a Senior Investment Operations Analyst at Nucleus Financial since December 2022, focusing on the Confirmations and Settlements team. Prior to this role, Lewis worked at FNZ Group from April 2020 to December 2022, where responsibilities included serving as a Cash Payments and Settlements Subject Matter Expert and as an Investment Operations Officer within the Cash Payments and Settlement team. Lewis holds a Bachelor of Science degree in Sport and Exercise Science from Edinburgh Napier University, earned between September 2010 and July 2014.
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.