Nucleus Financial Platforms Group, one of the UK’s independent, adviser platform groups, has appointed Alexander Filshie as Chief Financial Officer (CFO), “subject to regulatory approval.”
He starts taking over from Mike Regan who, as previously announced, “has been appointed as Chief Commercial Officer.”
Mike Regan replaces Alex Kovach who leaves “at the end of the year.” Alexander will “join the Nucleus Executive Committee as well as the Board.”
As noted in a blog post, Alexander is is reportedly “an experienced board level CFO with a track record of success in M&A and delivering business transformation across both global blue chip businesses and fast moving fin-tech, payment and financial services institutions.”
His experience reportedly “spans private equity, public market and institutional ownership and during his thirty year career he has led high performing teams to support ambitious growing businesses.”
Alexander joins from specialist mortgage lender, Kensington Mortgages “where he was CFO for three years.”
Prior to this, he “was Chief Financial Officer at Visa Payments Ltd.”
He has a breadth of experience “across the financial services sector, starting his career at PWC and then Standard Chartered, before going on to hold senior positions at global organisations including Barclays and American Express.”
He has also held CFO roles “across smaller specialized financial services groups and fintechs including World First and CLS Group.”
Richard Rowney, Chief Executive Officer at Nucleus, said:
“Alexander has three decades of experience in the financial services sector and brings with him knowledge and expertise that will be instrumental in helping us to deliver on our strategy, as we continue to invest in our platform and build scale. This is an exciting time in our journey and I look forward to having Alexander in my executive team as we build the UK’s leading, independent, adviser platform.”
Alexander Filshie, Nucleus CFO, added:
“I’m delighted to be joining Nucleus at this exciting time, as it embarks on the next phase of its journey to become a scale player in the market, with a clear commitment to invest in the priorities of advisers and to deliver on its purpose to help make retirement more rewarding for customers. I’ve been extremely impressed by the trajectory of the business and in particular the vision and ambition of Richard and the wider executive team. With strong shareholder backing, and a strategy that is clearly working, Nucleus is well positioned to continue to capture the significant opportunities that exist in the platform market.”