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Nucleus appoints new client relations director


Nucleus, the adviser built wrap, has appointed Adam Baker as its new client relations director.

Baker, who formally joins the business on 2 February 2015, will be responsible for the management of the client relations team. He will report directly to Nucleus managing director, Stuart Geard.

He joins Nucleus from platform provider Transact, where he held various client-servicing roles over a 14-year career there latterly as head of client servicing, managing a team of over 150 people and servicing over 110,000 customers.

Baker’s appointment follows the recent strengthening of the client relations team at Nucleus, with the recruitment of five new client relations managers increasing the number of staff to 30.

Nucleus Founder and CEO, David Ferguson, says: “I’m delighted to welcome Adam to the Nucleus team. We have long been public admirers of Transact, who are without doubt industry leaders in client servicing. Adam has been with Transact pretty much since the beginning and has played a pivotal role in positioning them as the acknowledged benchmark for platform servicing.

“Adam is our third senior management hire in as many months and reflects our ongoing commitment to seek out and invest in the very best talent available. The fact we have been able to attract such high-calibre individuals is a great reflection of the strength of the Nucleus business which has been created by the team over the past eight years.

“With a refreshed management team now in place, including the recent appointments of CFO Doug Heron and CTO Andy Smith, we’re starting 2015 in an exciting position with our first GBP2bn year behind us, through the GBP8bn AUA milestone and in better financial health than ever before. There are many opportunities to be grasped this year, particularly given the sweeping retirement reforms expected later this year.”

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