Lloyd will be responsible for all investment options on the Elevate wrap platform and will also manage the investment tools and investment solutions marketing.
Lloyd joins with 19 years of experience in financial services and worked previously at Friends Provident Wealth Management where he was involved in developing the wrap proposition.
The next stage of functionality on Elevate will include unbundled pricing, a pension wrapper, securities trading and upgraded investment tools. Availability is also being expanded to the wider market.
Lloyd says: “This is a fantastic time to join Elevate. We are participating in an evolving arena and I am excited about leading the Investment contribution to our wrap as we look to create a market leading proposition.”