Goal Group, the global fintech leader in withholding tax reclamation and securities class action recovery services, has announced the appointment of Tom Grande as Managing Director, Head of Institutional Sales, Americas. He will lead Goal’s rapidly expanding New York sales team and focus primarily on helping the company meet the strong market demand for its securities class actions services among large institutional investors. 

Tom Grande brings a wealth of experience to his new role, having held senior executive positions in custody banking, corporate trust and asset servicing for prestigious institutions including JP Morgan and BNY Mellon. He has an enviable track record for leading and managing large relationship management and sales teams, helping clients leverage technology to boost global portfolio net income, mitigate risk and navigate regulatory change.   

Stephen Everard, CEO, Goal Group, said: “We are excited about our progress in the US market and the potential for future sales growth based on our innovative, new cloud subscription service packages. New business enquiries are at an all-time high and Tom is ideally qualified to help us capitalise on this, fulfilling investment intermediaries’ needs to power up their capabilities in asset servicing and accelerate returns while reducing costs. I’m confident that the additional experience Tom brings to our talented local team – underpinned by our substantial investment in technology, unparalleled global service and flexible fee structure – will propel our business to new heights in the coming year.” 

Commenting on his appointment, Tom Grande said: “I’m delighted to join the Goal team just at the time when the company is rolling out its next-generation suite of cloud-based subscription services that are set to truly disrupt the market. The new solutions are smart, scalable and sustainable – they tick every box and will transform institutional investors’ process models. I’m excited to help new and existing clients unlock every opportunity to maximise fund returns while driving efficiency, reducing costs and improving governance.”

Goal Group’s client base includes five of the top ten global custodians, six of the top ten global fund managers and all four of the U.S. depositary banks. The company is headquartered in London, with local teams in New York and Melbourne.