Category: Management

Harpreet is a versatile, experienced, and accomplished finance professional with 25 years’ experience gained within the insurance, platform, and financial advice ...

Duncan spent his executive career with L&G, having various MD roles running their product and advice Distribution businesses, including IFA’s and Banks & ...

Johann is a seasoned professional with a strong background in the financial industry. With a career in structured solutions spanning over a two decades, Johann has ...

Ryan has worked in the structured solutions industry since 2004. One of the original team members of the very successful UK Investor Solutions team at Barclays ...

Toby is Product Manager at IDAD Group, responsible for the UK products and managing relationships with platforms and UK advisory firms. He also supports the delivery ...

Thom is responsible for UK distribution of structured products at IDAD. He has over 17 years’ experience within the sector working in private banks and wealth ...

Miranda joined IDAD in 2015 and since that time has successfully established and developed relationships across the globe with a network of financial advisers and ...

Terry has over 25 years of experience gained working in both the UK and International financial markets. A breadth of expertise has been developed over time due to ...

Alicia is a member of the Chartered Institute of Marketing (CIM). She is the Marketing Manager at IDAD and oversees all marketing material being produced for the ...

A former financial adviser, Ash moved into investment management in 2015 and is now Head of Managed Portfolio Services at 8AM Global, alongside his fund and broader ...

After 10 years in retail management, Emily transitioned into Head Office Retail Operations, where she studied CIMA and moved into a finance role. Emily joined IDAD ...

Olly has gained several years of experience working in Financial Services. Prior to joining IDAD, he studied for, and gained his initial experience in the field of ...