Nucleus Financial
Yvonne Powers is a seasoned professional in the finance sector, currently serving as a Regulatory Portfolio Lead and Project Manager at Nucleus Financial since April 2023. Previously, Yvonne held the position of Change Manager at Evelyn Partners from July 2015 to April 2023, where responsibilities included managing transformative initiatives. Yvonne's career began at First State Investments, where from June 2006 to June 2015, a role as Investment Business Analyst was undertaken, providing valuable analytical support to investment strategies.
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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.