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Fund Advisers rebrands following MBO

13 Jan 15

Fund Advisers has rebranded as Finsbury Associates following a management buyout.

International Adviser

The MBO was conducted by Danielle Suchley, who was recently promoted to the position of managing director, and international sales trainer Doug Tucker.

Suchley was appointed to her new post following the departure of former managing director Spencer Lodge from the Dubai headquartered company at the end of last year.

Suchley said: “It’s an incredibly exciting time for the business. It’s our intention to build on the amazing success we have had in the past two years by offering clients a wider range of products and an even higher level of service.”

In addition to the MBO, Finsbury Associates said it has also developed a new range of products and services. This includes a new dedicated corporate services division which will offer advice across a range of areas such as gratuity liability, risk management, group savings plans, employee benefit package and implementation and estate planning.

Tucker published a book early last year in which he laid out his top tips for becoming a “Sales Commando” – click here for some extracts.
 

Tags: Finsbury Associates

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media