Zurich trials back office service

Zurich/financial-advisers/

24 November 1999
| By Samantha Walker |

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year.

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year.

A spokesperson for the group has confirmed Ash has been contracted to work with Zurich on the new venture, which will launch the group into what is considered by many as a booming market. Assistant general manager at Zurich Terry Bell, who heads all adviser business, is also working on the project.

No details have been given as to the name of the new service, but Zurich says it will offer financial advisers a “whole gamut” of support services. “It will be along the lines of other adviser back office services, but we like to think it’s more com-prehensive,” the spokesperson says.

Zurich will be piloting the service from the end of this month, through accountancy firms with which it has formed a strategic alliance. If all goes well, the group says the service will be rolled out early next year.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 6 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo