Defaqto appoints Head of Insight and Consulting (Fund Management)

For Hire

Defaqto, an independent researcher of financial products, has appointed Frank Potaczek as Head of Insight and Consulting (Fund Management).

This is a newly created role, which is indicative of the increased focus Defaqto has placed on this area – including the recent launch of Defaqto’s Diamond Ratings.

Potaczek will lead an expert team of analysts who are responsible for Defaqto’s fund management-related ratings, authoring publications and providing consultancy services to fund houses, DFMs and intermediary clients.

He has had a distinguished career to date. Most recently he was Investment Director at financial adviser network Intrinsic. Prior to this Potaczek held senior fund roles at Close Brothers, Legal & General, EEA, Threadneedle Investments, AXA Multimanager and F&C Asset Management.

Potaczek is a chartered member of the CISI and an IMC member of the CFA Society in the UK.

Zahid Bilgrami, Defaqto’s Chief Executive, said: 'We are very excited to welcome such an accomplished fund research expert to our growing consultancy team. Frank brings with him a detailed understanding of both the fund universe and the adviser space.

'We created this new role because we are placing even greater onus on the fund-related services we offer, in order to meet the growing requirements in this area among both advisers and fund managers. As an independent researcher, with a large in-house team of analysts and consultants, we are uniquely positioned to meet the needs of the financial services industry in this space'.

Potaczek added: 'I am delighted to be joining one of the UK’s most respected financial research companies. I look forward to further expanding Defaqto’s activity in the funds arena and providing an enhanced service for intermediaries, fund houses and discretionary managers'.

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