Halo Invest has yet to reveal a date for launch
Halo Invest is to launch a new adviser platform after assembling a senior management team with 200 years of combined experience.
Halo says it will enable advisers to manage investments on behalf of their clients, including onboarding, trading, custody and reporting.
It will offer a range of investments including global equities, ETFs, funds and model portfolios, along with ISA and SIPP wrappers.
The platform provider has yet to reveal a date for launch.
Halo recently finalised the formation of its senior management team with the appointment of Lex Webster as a non-executive director. He has over 30 years of experience, most recently as chief executive of CFD and FC broker Exinity.
The platform is led by CEO Douglas Boyce, former managing director of SS&C Hubwise. He was also formerly European COO of FNZ and established Interactive Investor’s in-house share dealing service.
Helen O’Neill joined the platform in March last year to develop the Halo proposition. She was formerly chief operating officer at Tatton.
Wendy Crawford was also recently appointed as head of risk and compliance. Prior to joining Halo she was director of compliance and data protection office at Embark Group.
Brian Gray is the platform provider’s chief operating officer, responsible for day-to-day platform delivery. As well as former roles at Barclays, Interactive Investor and Spiers & Jeffrey, he spent three years as an Ombudsman at the Financial Ombudsman Service.
David Anderson will help oversee the platform launch in the UK as programme deliver director. Previous roles include managing platform launches and asset migrations for Standard Life, FNS, Bravura, Alpha FMC, James Hay and Genpact.
Former FNZ service delivery manager Lynn Johnston has ben appointed as head of customer.
Graeme Cunningham has joined the team as head of finance operations. Prior to Halo he was head of financial control at retail investment platform Primary Bid.