Infundly appoints advisory board duo

Independent fund research and adviser-tools business Infundly has appointed Ben Yearsley and Gavin Haynes to its newly formed advisory board.

The duo bring extensive experience across fund research, portfolio construction, discretionary investment management and the professional adviser market. 

Both also intend to invest in Infundly, subject to final documentation and arrangements.

Ben spent more than 15 years at Hargreaves Lansdown, where he was part of its investment research team and led VCT research and investor relations activity.

He later helped launch Charles Stanley Direct as head of investment research and has further experience across portfolio construction, investment committees and tax-efficient investing.

Ben said: “There is a clear opportunity for independent research that goes beyond performance tables and fund-manager narratives. 

“Professional investors need research that identifies what genuinely makes a strategy different, tests whether the evidence supports the case and is clear about the risks and limitations.

“That is what attracted me to Infundly. 

“I look forward to challenging the proposition, helping communicate its research clearly and supporting the business as it builds its presence across the professional investment market.”

Gavin brings more than 25 years of investment industry experience, including two decades at Whitechurch Securities, where he led its discretionary fund management proposition and spent ten years as managing director.

In 2019, he co-founded investment strategy and fund selection consultancy Fairview Investing.

Gavin added: “Having spent much of my career selecting funds and building investment propositions, I understand the importance of research that is both rigorous and useful in practice.

“Infundly is being developed around the real decisions professional selectors and investment committees need to make. 

“I am looking forward to helping test that proposition, ensuring it remains relevant to its users and supporting its development across the adviser, wealth-management and platform markets.”

Founded by fund analyst Sheridan Admans, Infundly provides fund research and due-diligence tools for professional investment decision-makers including financial advisers, wealth managers, investment platforms and investment committees.

Ben and Gavin’s appointments add further industry expertise as the business enters its next stage of development.

Sheridan added: “Ben and Gavin bring exactly the combination of experience and market perspective that Infundly needs as we develop the business. 

“They understand fund selection in practice, have built and advised investment propositions, and know what professional investors need from research providers.

“Their willingness to support Infundly as advisers and their intention to invest their own capital is a meaningful endorsement of what we are building. 

“Just as importantly, they will bring challenge, judgement and a strong understanding of the markets Infundly is seeking to serve.

“The purpose of the advisory board is to strengthen the business around the research. 

“Infundly’s assessments and designations will remain independent, with research decisions made solely on the evidence and our professional judgement.”

Want your business, product or service to be seen regionally and nationally? Bdaily helps you get your story in front of the right audience, every day. Find out how Bdaily can help →

Join more than 55,000 subscribers by signing up to our daily bulletin each morning here.