EV has appointed Jake Moeller as director, investment consulting, to support clients through the firm’s asset modelling capabilities.
Moeller, who has more than 26 years of investment industry experience, joins the firm from Titan Square Mile, where he previously held the role of senior investment consultant and associate director of responsible investment.
Prior to his six years spent at Titan, Moeller was head of Lipper UK and Ireland Research at Refinitiv. He has also held senior roles at Lloyds Banking Group, AIG Life Limited and Sydney-based Commonwealth Bank.
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In his new role, Moeller will help EV’s clients to adopt the firm’s asset model, which aims to allow firms to meet the FCA’s recommendations on risk explanation and retirement income, as well as achieve strong returns.
The model, which publishes its outputs on a quarterly basis, also factors in investors’ capacity for loss and attitude to investment and income risk as part of its process.
Commenting on his appointment, Moeller said: “I’ve spent my career helping investment and adviser firms deliver better client outcomes for their clients and that work drew me to EV.
“Its expertise in investment modelling and the chance to help firms develop practical solutions for portfolio construction, risk and retirement income head-on, made this an easy decision.
“EV’s tools give firms the ability to build solutions they can stand behind and explain clearly, whether that’s to a client or to the regulator.”
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EV’s CEO Chet Velani added Moeller’s arrival is “a significant moment” for the business.
“Given the regulatory focus on retirement income and risk, we’ve seen a real increase in demand for our asset modelling capabilities.
“Our performance has been consistently strong, yet for too long it’s been known only to a select few advisers.
“Jake’s experience and reputation in the market puts us in a strong position to change that, deepen our client relationships and help shape the direction of our solution strategy.”
