Millennium Trust Names New Managing Director

Josh O'Neill

15 November 2016

has appointed Tom Daley as managing director of its alternative solutions group.

Daley has 25 years of experience in the financial services industry, having spent 12 years as a senior executive with LPL Financial Services, a retail investment advisory firm, where he worked on business development and managed relationships with financial advisors.

Following his departure from LPL Financial Services, he founded The Adviser Center, an online educational and recruiting marketplace for financial advisors to engage with broker-dealers and custodians.

In his new role, Daley will be responsible for building awareness of the Millennium Trust brand in the investment and financial advisory marketplace.

Commenting on his appointment, Daley said: "Among my goals here is helping advisors to understand how to access alternative assets to help build diversified portfolios for their clients.Millennium Trust continues to invest heavily in technology to further streamline our electronic end-to-end process so advisors can easily add alternative asset classes to client portfolios."

Family Wealth Report has contacted Millennium Trust to clarify whether Daley is taking on a newly-created role or succeeding someone else and will update accordingly.