Financial services technology provider, EV, has appointed Sam Turner as Director of Systems Innovation to advance EV’s comprehensive financial planning and advice solutions.
Sam will focus on the continued evolution of EV’s multichannel solutions and work on streamlining its clients’ advisory processes, helping them navigate challenges and deliver advice more efficiently and effectively.
Designed to support financial institutions and advisory firms with a blend of digital and human advice solutions, EV’s solutions empower firms to deliver a wide range of services to their customers. Spanning guidance, digital and hybrid advice, through to traditional advice models, EV’s technology helps firms meet diverse customer needs.
Sam brings extensive experience to the role having spent more than 20 years working in financial services, with particular expertise in platforms, pensions investment propositions, and automated financial planning. He joins EV from Altus Consulting, where he spent eight years, and has also held key consultancy roles with James Hay Partnership and AEGON UK.
EV’s Managing Director, Chet Velani, commented:
“At EV, our mission is to make financial planning accessible for everyone. We are committed to helping firms deliver guidance and advice more efficiently and engage more customers through a consistent, multichannel approach, whether that is guidance, digital, hybrid, or traditional advice. Sam’s extensive experience in supporting institutions with their financial planning and advice processes is a perfect match for our goals, and will be invaluable as we continue to evolve our offerings.”
Sam Turner added:
“I join at an exciting time for the business. The breadth of EV’s market-leading capability, coupled with an encouraging regulatory landscape provide the perfect environment to support a business I’ve admired for some time, in enriching our clients’ offerings while improving consumer access to financial guidance and advice. EV’s technology is truly innovative and recent developments to its financial planning and advice solutions have the potential to enhance engagement and access to financial products and services. Its suite of modular solutions not only meet today’s digital hybrid demands but also support a multichannel approach which I expect to drive future industry growth."
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Jenette Greenwood, PR Director, the lang cat
07710 392303 / jenette@langcatfinancial.com
Jenny Burt, Director of Marketing, EV
07557 681 080 / jennifer.burt@ev.uk
EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions.
We have a history of developing engaging tools that help financial advisers and their clients navigate the complexities of financial markets, ultimately delivering simplified financial planning and enabling clarity over investment options, cash flow forecasting and aligned client risk profiles.
Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.
Newton Investment Management Group is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM), Newton Investment Management North America LLC (NIMNA) and Newton Investment Management Japan Limited (NIMJ). NIMNA was established in 2021 and is comprised of the equity and multi-asset teams from an affiliate, Mellon Investments Corporation. NIMJ was established in March 2023 and is comprised of the Japanese equity management division of an affiliate, BNY Mellon Investment Management Japan Limited. In the United Kingdom, NIM is authorised and regulated by the Financial Conduct Authority (‘FCA’), 12 Endeavour Square, London, E20 1JN, in the conduct of investment business. Registered in England no. 01371973. NIM and NIMNA are both registered as investment advisors with the Securities & Exchange Commission (‘SEC’) to offer investment advisory services in the United States. NIM investment business in the United States is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. NIMJ is authorised and regulated by the Japan Financial Services Agency (JFSA). All firms are indirect subsidiaries of The Bank of New York Mellon Corporation (‘BNY’).
Newton Investment Management Group provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. Its current office locations include London, Boston, New York San Francisco and Tokyo.
Assets under management are £85.3 billion as of 30 June 2024 including combined assets managed by Newton Investment Management Group. In addition, AUM for Newton Investment Management Group includes assets of bank-maintained collective investment funds for which NIM or NIMNA has been appointed sub-advisor, where Newton Investment Management Group personnel act as dual officers of affiliated companies and assets of wrap fee account(s) for which Newton Investment Management Group provides sub-advisory services to the primary manager of the wrap program. Newton global assets under management (AUM) is the combined total assets under management of Newton Investment Management Limited (‘NIM’), Newton Investment Management North America
LLC (‘NIMNA’) and Newton Investment Management Japan Limited (‘NIMJ’) as calculated as at 30 June, 2024. News and other information about Newton is available at www.newtonim.com and via Twitter: @NewtonIM.