Lowcock, who is an investment director at Architas, will leave the firm on 30 June and join Willis Owen at the end of July as head of personal investing.
Willis Owen is a DIY platform provider founded in 1982, offering clients ISAs, Junior ISAs, general investment accounts and Sipps, as well as access to funds, shares, exchange traded funds and investment trusts. It has about £1bn of funds under management.
Lowcock, who has more than 20 years’ experience in the investment industry, has been hired to build on Willis Owen’s customer service and help guide new and existing customers through the investment process, and to demystify stock markets.
Prior to joining Architas, which is part of the Axa Group, in August 2016, Lowcock was head of investing at Axa Wealth. He has also worked at Hargreaves Lansdown as a senior research analyst and investment commentator, and at Tilney Bestinvest as head of PR and communications.
Lowcock is a regular commentator in the national and trade investment press and in 2012, he won unbiased.co.uk’s investment IFA of the year award.
Willis Owen managing director Jason Chapman said: “We are delighted to welcome Adrian to the team at such an exciting time for Willis Owen and for the DIY investment sector.
“We have been working hard to ensure that our website and platform provide a clear and efficient customer experience and this appointment marks the next step in Willis Owen’s journey. We will continue to make sure savers have the right tools at their disposal to make decisions that will help them achieve their investment goals.”
Lowcock said: “It is a smaller outfit so it is an opportunity do something challenging. It is an interesting platform and website and has invested a lot in technology, but it is under the radar and has been for a while.”
