Exeter, UK – [01 02 24] – P1 Investment Services, a leading investment manager and platform operator, welcomes the latest addition to its team, Joe Terry, as part of its strategic effort to expand and strengthen its Investment Management Business Development team. Joe has worked in the investment management sphere for 11 years. He joins from M&G Wealth, who recently announced the sale of the M&G Wealth Platform, and before that he was Head of Distribution & Partnerships at TAM Asset Management and brings significant experience from his tenure at M&G Wealth, TAM Asset Management, Janus Henderson, and Vitality Invest.
The hire of Joe is on the back of Simeon Downes joining P1’s Platform business development team in October 2023. Sim joined P1 with 20 years of diverse financial sector experience, including senior investment analyst and Directorship at SNR Global providing 3rd party sales and marketing to institutional investor firms.
James Priday, CEO of P1 Investment Services, expressed his enthusiasm for Joe’s arrival: “Joe’s appointment marks an acceleration in our journey to scale our Investment Management services. His background and expertise in the field align perfectly with our mission to provide efficient, low-cost, and effective solutions. Joe joins our wider business development team in a period when we are looking to further capitalise on our rapid growth and development over the previous 2-years. We clearly have the right services at the right price, and we need to speak to as many advisers as we can to show how we can support their businesses.” Joe joins Sim and the existing sales team as we look to meet the rapid demand for our services in 2024.”
Joe also shared his excitement about joining P1 Investment Services: “I am thrilled to be part of a forward-thinking and dynamic team at P1. The depth of offering here really is market leading and developing still, which really is a unique position to be in from a business development standpoint.”