Aviva today announced the appointment of Michele Golunska as Managing Director of Wealth and Advice*. Michele will be responsible for Aviva’s middleware platform business, workplace business, solutions for wealth clients and Aviva’s advisory business including Estate Wealth1Aviva Financial Advisers and Sesame Bankhall Group.
This appointment not only demonstrates Aviva’s commitment to the strategically important Wealth Management market, where we hold strong market positions, but also recognizes the growing importance of advice.
Doug Brown, CEO of UK & Ireland Life at Aviva, said: “I am delighted to announce that Michele Golunska is our MD of Wealth and Advice*. Michele has considerable experience in the wealth management market, most recently in his current role as CEO of Sesame Bankhall Group.
“Aviva is a major player in the IFA and workplace markets, and we are also significantly expanding our advisory capacity to ensure we can offer much-needed financial advice to more customers. Michele has a key role to play in realizing our ambitious plans for these areas and I am delighted to welcome him to my team.”
Michele Golunska said: “This is a great opportunity to leverage Aviva’s strengths in the wealth management and advice markets. I am committed to strengthening the relationships we have with the advisory community, including James Stevenson and his team at Succession Wealth. I believe passionately in the importance of providing high quality advice to clients to help them improve their financial well-being.”
Following Michele’s appointment, Ross Liston, Sesame Bankhall Group’s Managing Director of Distribution, will take over as interim CEO of Sesame Bankhall Group*.
Rob Barker, currently MD Wealth, is leaving Aviva to pursue other opportunities. Doug Brown said: “We thank Rob for his tremendous contribution over the past eight years, during which he led Aviva’s Wealth business, Health and Protection business, as well as strategic partnerships, distribution and UK propositions. “
Aviva is also appointing a managing director of Direct Wealth, to build on its existing direct operations which include its direct-to-client platform business and Wealthify. This will strengthen Aviva’s ability to offer solutions to customers, whether they want to take financial advice or negotiate directly. Sarah Layden, Acting Director of Direct Wealth, will lead the team on an interim basis.
* Subject to regulatory approval
1 The transaction is subject to FCA approval and is expected to close in the second half of 2022