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Sesame Bankhall Group strengthens management in raft of role changes

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  • 28/11/2018
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Sesame Bankhall Group (SBG) has moved Martin Schultheiss from COO to group managing director and Ross Liston joins the group as MD of Bankhall and PMS, as the advice group restructures ahead of an investment drive.

 

The new Sesame MD appointment is still unconfirmed.

Sesame said to accommodate a ‘rapidly changing market’ Schultheiss will report in to John Cowan and his remit expands to the group’s finance, sales and account management functions, alongside group-wide responsibilities.

Ross Liston will report into Martin Schultheiss and be responsible for driving forward the group’s relationships with directly authorised firms across PMS Mortgage Club and professional support service provider, Bankhall.

Liston has 25 years’ industry experience in senior financial advice and business development roles, most recently as head of advisory relationships at Standard Life. He also has extensive experience across pensions, investments, platforms, mortgages and protection, along with expertise in merger, acquisition and integration activity.

 

Sesame MD still unconfirmed

 

SBG has created a new role – managing director, Sesame – with responsibility for driving forward the adviser network and developing support for existing network members. It said an announcement on this appointment will be out ‘in due course.’

Meanwhile, other changes include Julie Sadler, previously chief risk officer at SBG and MD at Bankhall is now group risk and compliance officer, reporting to John Cowan.

Jim Kelly moves from chief finance officer to group finance director and will report into Martin Schultheiss.

HR and learning director, Lisa Winnard, continues to report into Martin and becomes group people and services director, with a wider remit that now includes the group’s operations and adviser help desk support, along with marketing and business development.

John Cowan, executive chairman at SBG, said this is a further step in SBG’s evolution and is targeted to maximise the expertise and talent in the group.

“Through PMS and Bankhall we already serve 4,000 directly authorised firms, and we have seen steady growth throughout this year as discerning firms seek out quality support that is tailored to their needs.

“We also intend to further bolster our adviser facing business by recruiting a managing director for our Sesame Network.”

He added: “By leveraging the strengths of our group and continuing to invest in our market-leading advisory brands, we will give advisers all the support they need to help achieve their future ambitions.”

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