WOODBROOK SIGNALS FURTHER EXPANSION WITH SIGNIFICANT NEW APPOINTMENT

WOODBROOK SIGNALS FURTHER EXPANSION WITH SIGNIFICANT NEW APPOINTMENT

Posted on: 15 Aug 19

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Thursday, August 15, 2019 Press Release

  • Nigel Gregory appointed COO of wealth management division
  • Industry veteran brings wealth of experience and expertise
  • ‘Exciting months ahead for Woodbrook’ – CEO Michael Doherty

Woodbrook Group Holdings Ltd, one of the world’s fastest growing international firms of financial advisers, has signaled exciting expansion plans with the announcement of a significant new appointment.

Nigel Gregory, a financial services industry veteran with three decades’ experience working in senior roles across the banking, wealth management and compliance sectors, has been appointed as the Chief Operating Officer (COO) of Woodbrook’s wealth management division.

Mr Gregory’s appointment follows Woodbrook’s recent acquisition of Mondial (Dubai) LLC, one of the Emirates’ oldest established financial planning and wealth management companies.


In his new role, Mr Gregory will oversee the wealth management division across Woodbrook’s diverse range of companies, including Mondial, Mutual Trust, Robusto Asset Management and Felicitas. He will also work closely with Woodbrook CEO Michael Doherty as the group embarks on a series of planned mergers and acquisitions in the wealth management and corporate services sectors over the coming months.

Mr Gregory said: “I am delighted to join Woodbrook’s team at such an exciting period in the group’s development. This is the biggest challenge of my career, and I look forward to growing Woodbrook’s company and client portfolio at such a pivotal period for the group as we invest in technology, IT and more innovative ways of communicating to meet the needs of our expanding client base.”

Welcoming Mr Gregory’s appointment, Michael Doherty said: “We are delighted to confirm Nigel’s appointment as COO of Woodbrook’s expanding wealth management division as we look forward to a very exciting few months ahead for the group. Nigel has worked at the very highest levels of the financial services’ industry: building businesses and sales distribution networks across a wide range of companies and territories. Nigel’s experience in the compliance sector is also invaluable as we continue to expand internationally in the months and years to come.”

Mr Gregory brings a wealth of international experience to his new role. He has lived most of his professional life in Dubai but has spent the last two decades travelling and working across the world in Europe, Asia, South Africa and the US. He has worked for some of the world’s most respected banks and financial institutions, including HSBC, Acuma Wealth Management LLC, AES International, HBOS PLC and a major US investment company.

In line with Woodbrook’s expansion plans, the Briton will draw on his considerable experience building and developing sales and asset management teams to significantly add to Woodbrook’s existing adviser headcount. Mr Gregory said Woodbrook’s growth strategy will be underpinned by an innovative recruitment campaign to ensure it attracts the right profile of candidate for its expanding team.

He added: “We’re acquiring the right companies, with the right processes for the people in it and then we’re growing at the right pace. We want to grow relatively quick, but this growth has to be in line with best regulatory practices.”

Mr Gregory said his background in compliance is “critical” to his new role as head of Woodbrook’s wealth division.

He added: “A fundamental part of Woodbrook’s ethos is to ensure our foundations are built on robust compliant procedures, and that we have the programmes in place to retain adviser knowledge and bring in and develop new talent. It’s a mature industry now: the charges are low, the margins are low, so we need to be able to provide a decent level of service to clients and a proposition that works and maintain qualified, high-level advisers.”

Woodbrook is headquartered in Cyprus and has offices across Europe and in Dubai.  The group is regulated by the Cyprus Securities and Exchange Commissioner (CySEC). It holds a MiFID II investment license passported through the EEA along with IMD insurance mediation licenses through ICCS and IHK.

*For more information, contact Shane Doran, Managing Director, Liberty Communicates, on +353 87 356 1722

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Woodbrook signals further expansion with significant new appointment
SAFE HARBOR DISCLOSURE STATEMENT
This press release includes forward-looking statements. Such forward-looking statements include those that express plans, anticipation, intent, contingency, goals, targets or future development and/or otherwise are not statements of historical fact. These forward-looking statements are based on our current expectations and projections about future events and they are subject to risks and uncertainties known and unknown that could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties include, but are not limited to, the impact of competitive firms, the ability to meet regulatory requirements, the ability to manage growth, the ability to acquire and retain clientele, acquisitions of technology, equipment, or human resources, the ability to access new capital, the effect of economic business conditions, and the ability to attract and retain skilled personnel. We are not obligated to revise or update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this presentation.


Woodbrook Group, regulated by CySEC also has expertise in Investment and Wealth Planning, QROPS, SIPPS, Trust and Trustee Services, Taxation, Accounting, Audit and Legal services, Company Formation and Administration, Cross-Border Structuring, Domiciliation and Corporate Services among many others.

“Good Fortune is what happens when opportunity meets with planning”

Head Office Limassol. Franklin Roosevelt Avenue 152. 3045 Limassol. Cyprus
Web: www.woodbrookgroup.com • Email: contact@woodbrookgroup.com

 

 

 

 


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Woodbrook Group is authorised and regulated by the Cyprus Securities and Exchange Commission (No: 297/16) and subject to the requirements of the EU’s Markets in Financial Instruments Directive (MiFID). Woodbrook Group is licensed by the Cyprus SEC for the provision of Investment Services (Investment Advice) and Ancillary Services (Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments).

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