Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.
Ascentric’s acquisition by M&G completed in September last year after the buyout was announced in May, bringing 1,500 adviser customers and 90,000 clients to the firm.
He was recently EVP Engineering and Architecture, managing all aspects of TT’s global engineering enterprise. As Chief Technology Officer, he will continue to direct software, quality, network and systems engineering and help drive TT
Prior to joining Iress, Mr Angus held similar senior roles at AMP, Computershare and EY as well as operating his own consulting and advisory firm.
As CIO, David will sit on the Senior Leadership Team and he will continue to lead Wealthify’s investment strategy across the platform’s broad portfolio of investment options, from ISAs to SIPPs to general investment plans, all designed to make