4 October 2007
Winterthur furthers its strategic plan to grow adviser services by appointing five new members of staff, including three Business Development Managers (BDMs).
Ruth Burgess joins Winterthur as a Business Development Manager from Scottish Life, where she gained vast exposure to the IFA community. Becoming part of the Winterthur team gives Ruth further opportunities to make an impact with a new proposition, with responsibility for the South East region.
Matt Nelson has just recently re-joined Winterthur as Business Development Manager, after leaving over a year ago to join Met Life. Matt has returned to take on responsibility for the Newcastle and North East area.
Joining from Clerical Medical where he was employed as Senior Account Manager, Mark Day has also been appointed as a BDM. Following sixteen years in the finance sector, Mark now has responsibility for the East Anglia region.
Jonathan Geoghegan has been appointed to Winterthur from Close Investments Limited, where he was Head of Third Party Sales. His new role in Investment Distribution will make use of his experience of managing existing and creating new relationships, while expanding distribution opportunities.
Experienced pensions specialist, Dominic Brooks, has proven success in group and personal pensions. He has joined Winterthur as Pensions Development Manager, and was previously with Clerical Medical working as a Regional Pensions Specialist, increasing sales in the London Region.
David Thompson, Managing Director, Winterthur, commented on the new appointments: “Our recent appointments add to a series of roles created to develop Winterthur's adviser support services. The skills that each of the new members of staff have acquired through their time in the finance industry will be a huge asset to our market proposition.”
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For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Christine Wood FD +44 (0)20 7269 7253
Notes to Editors
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of AXA Group, one of the largest financial institutions in the world.
Winterthur Life UK Limited is a provider of focused investment and retirement solutions and support services predominantly distributed through quality IFAs to their high net worth clients.
The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence.
Winterthur Life UK Limited has a B+ financial strength rating from AKG, which denotes “very good financial strength”. As at June 30 2007, the company reported a rise in assets under management to £11.15 billion, up from 9.48 billion as at Q2 2006.
Any opinions expressed in this media communication are made as at the date of publication but are subject to change without notice.
Past performance is not a guide to the future. The values of shares/units and the income from them can go down as well as up. Exchange rate fluctuations may cause the value of underlying investments to fall as well as rise. Yields are not guaranteed and may fall or rise.
www.winterthur-life.co.uk
