Mark Rockliffe has been named CEO of Pembroke and he will lead the merger of Pembroke and Antrams.
Rockliffe has held senior roles at Zurich, F&C, SEI and Heartwood Investment Management. Since 2018, he has managed his own consultancy business, advising the boards of several investment management, financial planning and fintech firms. He will be leading the business into the next stage of its journey.
The merger of Pembroke and Antrams has made Pembroke Financial Services one of the largest Independent Financial Advisers (IFAs) in Sussex and they are now managing over £1.5bn of clients' money.
“When the opportunity came along to join and lead the Pembroke business, it was an easy decision. Having known and respected the business for 30 years, I feel privileged to have been given the opportunity to work with the team, and our investment partner, Cow Corner, as we continue to grow the business. By remaining client-led and a beacon for value, I believe our clients, and in turn, Pembroke will continue to flourish and I look forward to playing my part”