Daly will oversee the implementation of client and investment propositions, and the development of Perspective’s wrap strategy.
He is an experienced financial services practitioner having previously worked in transformational and operational management in a multi-national bank’s regulated financial planning division, successfully developing and delivering a wide range of major transformational and operational changes.
Daly will be managing a series of group-wide projects operating on an individual office level. He is currently focused on working with Perspective Group offices as it launches client service and investment propositions through wrap platforms.
Damian Keeling, managing director of Perspective Financial Group Ltd, commented: “John’s appointment has been made in order that Perspective can focus on a number of projects that will deliver benefits across all group offices.
“John comes to Perspective with a wide array of skills and experience that will allow us to deliver on our commitments to clients through wrap, which in turn will provide better control over our funds under management and ensure greater consistency of advice across the group.
“It will also reduce the costs involved and will ultimately deliver better value for money and a better service for our clients. John is at the heart of this project which will provide a real competitive advantage for all our advisers across the UK.”
