Ex-Midwinter chief joins Lumiant board

Jeff Hall
JEFF HALL
Lumiant - Director
APPOINTMENT
LUMIANT
Date: June 2021
Position: Director

Former Midwinter chief executive Jeff Hall has joined the board of software-supported advice platform Lumiant.

Hall is joined by Shadforth founding director David Haintz, who has been named an ambassador.

Lumiant CEO and co-founder Santiago Burridge said that the appointments will help Lumiant take the next step in its growth journey. "With Jeff and David joining the team, Financial Advisers have two of the industry's most influential executives supporting them in their journey towards life-centred advice. Both have a passion for enhancing the value proposition for Advisers and helping them to deliver extraordinary advice."

In particular, Burridge pointed to the knowledge and experience that Hall will bring to the organisation. Hall left Midwinter, which was acquired by Bravura Solutions, in April after more than two years. He was previously a director with EY and the general manager of van Eyk Research.

Hall as that Lumaint has the potential to bring much-needed change to the advice technology industry. "Having been in the financial services industry for many years, I see a lot of opportunity for new technology to assist and serve financial planners. While there are smart investment and managed accounts platforms, there has been very little to support Advisers in nurturing their relationships with clients.

"Lumiant provides Advisers with an extraordinary client experience through its software supported advice process. I am delighted to join Lumiant and be part of its journey in transforming the advice sector."