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A prominent wealth advisory group has snared a former BDO partner as its newly appointed COO and leader of its newly established business advisory service.
Advisory group nabs former BDO partner
21 December 2015
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3 minute read
Wealth advisory group Omniwealth has announced the appointment of Atle Crowe-Maxwell as its new COO, and director of its new business advisory service.
Mr Crowe-Maxwell, a former corporate recovery partner at mid-tier firm BDO, will attempt to nurture the growth of the new service, in the hopes of building a business advisory and succession planning service across the group.
“The synergies between an accounting practice and a financial planning practice all working together offers the right mix to assist businesses as they grow and mature,” said Mr Crowe-Maxwell.
“Owners need advice around the best strategy and structure for the business to weather the current business climate and succeed.”
Mr Crowe-Maxwell added that whilst estate planning had become a growth area for financial planners, succession planning has been overlooked or misunderstood by a large portion of professionals advising SMEs.
“The progressive retirement of baby boomers has brought the question of succession to centre stage for many companies and their family-owner members,” he said.
According to Mr Crowe-Maxwell, the deeper in-house expertise that he will provide the firm will greatly assist in developing and implementing succession planning strategies.
“We believe the first need in succession thinking is to assist clients develop the right strategy and the best structure before considering tax or funding matters.”
Matt Kidd, managing director of Omniwealth, noted that the appointment of Mr Crowe-Maxwell would being an extra dimension to the group’s service offering.
“Omniwealth finds that many of our small business clients want the skills of a big firm with key services available in one place at one time so that they can access the collective IP that all of our advisers have amassed about them to assist them,” Mr Kidd concluded.
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