Senior Relationship Manager
CurrentConexim, established in 2010, provides access to a cost effective open architecture investment platform. Conexim gives advisors access to a range of risk rated model portfolios which are constructed and managed by leading international fund managers. You can also access funds, equities, bonds and ETFs in a cost effective and advisor-centric manner.Conexim’s risk management, dealing, technical and platform administration services are provided in conjunction with Pershing Securities International Ltd. (‘Pershing’). Pershing is one of the largest established custodians in the Irish market for domestic investors. The service and platform provided by Conexim and Pershing has been built according to international best practice and specifically adapted for the Irish market.The operating model that Conexim is using has been rolled out extensively in the UK, Australia and America, and is vastly different from the “one sized fits all” and “execution-only” models that is the reality with some platforms.With an increased focus on transparency in pricing for consumers we have designed an open and future-proofed charging infrastructure that puts the Advisor in control of their own income. We empower Advisors and Financial Planners to communicate and reinforce their values to their clients. We deliver cutting edge reporting capabilities and online access to advisors and their clients.
