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Investment platform Third Financial has appointed David Lewis as board chairman. Lewis, who has over 30 years' experience in investment and custody banking, will oversee the firm’s growth strategy. He joined the Third Platform Services board in 2021.
Boutique investment house, Downing Fund Managers, a division of Downing LLP, has become the latest client of investment platform Third Financial (Third).
BRI Wealth Management (BRI) has been a valued software client of Third’s since 2013 and moved its assets to Third’s investment custody service in April to
The partnership is the latest initiative from Third Financial, which is on a mission to harmonise the investment platform experience
As it continues its campaign against fragmented technology in the advice sector