True Potential
Ashcon Malek is a financial professional currently serving as a Senior Investment Oversight Manager at True Potential LLP since September 2022. Prior experience includes roles as a Senior Investment Analyst and Investment Governance Analyst at Aegon from October 2017 to August 2022, as well as an Investment Operations Officer at FNZ Group between November 2016 and October 2017. Ashcon Malek holds a Master of Arts with Honours in Accounting and Finance from The University of Edinburgh, completed in 2016, and attended Tynecastle High School from 2006 to 2012.
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True Potential
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True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: Goal-based technology enabling custom investment plan creation; Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)