Nucleus Financial
Claire Fazio possesses over 25 years of experience in the specialist investment marketing sector, currently serving as Head of Brand & Marketing Operations at Nucleus Financial since January 2024. Previously, Claire held the position of Head of Marketing at Curtis Banks from May 2018 to March 2024, where responsibilities included setting marketing strategies to meet business objectives and ensuring positive customer outcomes. Additional roles include Group Marketing Manager at Curtis Banks, Marketing Manager at Suffolk Life, and Senior Marketing Consultant at HT Financial Marketing, among others. Claire began the career as a PA to the Global Head of Marketing at HSBC Global Asset Management and developed a strong foundation in marketing while earning a BA Hons in International Marketing with French from the University of Greenwich.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.