July 25, 2016 2:23 AM ET

Capital Markets

Company Overview of Investment Funds Direct Limited

Company Overview

Investment Funds Direct Limited, trading as Fundsdirect, provides an online fund supermarket that offers investors the opportunity to purchase funds from fund management companies. It offers investors a comprehensive research centre containing detailed fund information, consolidated portfolio valuation services, in-depth portfolio analysis tools, the ability to compare groups of funds, and regularly updated fund information. The company was founded in 1982 and is based in Bath, United Kingdom.

Trimbridge House

Trim Street

Bath,  BA1 1HB

United Kingdom

Founded in 1982

Phone:

44 8456 005 361

Key Executives for Investment Funds Direct Limited

Managing Director
Executive Chairman
Executive Finance Director
Executive Operations Director
Director of Customer Service
Compensation as of Fiscal Year 2016.

Investment Funds Direct Limited Key Developments

Ascentric Appoints Andrea Carter as Director of Customer Service

Ascentric announced the appointment of Andrea Carter as Director of Customer Service, a newly created role within the organization. Andrea, who took up her role on 4 January 2016, joined the team from Lloyds Banking Group where she was Service Excellence Director. Reporting directly to Jon Taylor, Managing Director of Ascentric, Andrea will be responsible for leading the delivery of Ascentric's customer service offering for advisers through its front and back office teams.

Ascentric Appoints Sarah Lyons as Head of Marketing

Ascentric has hired Sarah Lyons as head of marketing. Lyons joins from Axa Wealth, where she was senior marketing manager for the Elevate platform.

Ascentric Announces Executive Changes

Royal London has appointed one of its executives to be the managing director of Ascentric. Jon Taylor is currently chief executive of Royal London CIS, will join Ascentric as the managing director in January 2015. He will replace Hugo Thorman, who will become chairman of the company. Both appointments are subject to regulatory approval.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
August 24, 2015
Investment Funds Direct Limited, Book of Clients
 

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