The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham.
In her new role, Anna will be responsible for leading the strategic development and management of the Openwork Wealth Proposition. Anna will ensure that all corporate projects are in line with the Partnership’s wealth proposition objectives and formulate distribution ideas and initiatives to help Advisers enhance their business and provide the best client outcomes. Anna will also be in charge of managing the relationships with Wealth product partners. In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.
Anna brings significant expertise from her time working in the wealth management industry. She joins The Openwork Partnership from St James’ Place, where she was the Director of Propositions of the Investment Division. Anna also held several senior positions with St James’ Place DFM subsidiary company Rowan Dartington, spanning across Propositions, Marketing and Advisor relationships.
Rob Askham, Proposition Director, The Openwork Partnership, said:
“We are thrilled to welcome Anna to The Openwork Partnership. She will play an essential role in our organisation, shaping the Wealth Management proposition and being the point person for our Wealth Management advisers. I’m joined by all our Openwork colleagues in wishing Anna all the best in her new position.”
Anna Davies, Wealth Proposition Director, The Openwork Partnership, said:
“I’m really excited about this new role and I’m looking forward to working closely with our wealth Advisers, understanding their needs, and how to best support them to ensure they can continue to deliver outstanding advice to their clients.”