Frank Potaczek

Senior Vice President (Funds and DFM)

Frank provides expertise for Defaqto’s Ratings, publications and consultancy services to fund groups, Discretionary Management firms and financial adviser clients.

As a media trained and requested public speaker, he also fronts Defaqto’s highly recommended and CPD accredited events for intermediaries.

With a distinguished career to date, on both the “buy” and “sell” sides of the retail and wholesale investment industry, Frank has held senior roles at Intrinsic Financial Services, Close Brothers Asset Management, Legal & General Investments, Threadneedle Investments, AXA Multimanager and F&C Asset Management, resulting in a passion for investment solutions.

Together with his unique experience, he is a chartered fellow of the Chartered Institute of Securities and Investment and holds the Chartered Wealth Manager designation. He is also involved in industry and consumer investment affairs as Deputy Chair of TISA’s Distribution Policy Council.

Follow Frank on Twitter and LinkedIn

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