team

ID: connecting probate solicitors with financial institutions

Meet the Team

We have a highly experienced, customer-focused team at Inheritance Data who each specialise in their own areas. Click on the photos below to find out more about the team.

Bruce

Bruce Cane, Founder

 

Having spent thirty years in sales and marketing, mainly related to computer systems and databases, Bruce started working in the asset reunification marketplace in 2010. Realising that there was not an organised accessible database of financial assets he created Inheritance Data.

Since its inception in 2014, Inheritance Data has worked with the bereavement teams of all the financial institutions to establish working relationships, driven by Bruce’s vision of a totally digital platform that enables executors to be given a financial “footprint” of the deceased, in a short timeframe speeding up, and reducing stress within the probate marketplace.

E: bruce@inheritancedata.com

Daniel

Daniel Cane, Operations Director

After studying Business and law at college Daniel formed a business in 2011. Working as a sole trader, he designed a logistics package that allowed a one-man owned business to cost-effectively collect and deliver for the high end antiques market around the South of England.

Daniel joined our sister company Perane & Co in 2013 to establish the sales teams and provide logistic support, Daniel was able to quickly grow Perane and open a second office in Edinburgh. Daniel's skills enabled him to take on a sales role with Inheritance Data and became operations manager helping to establish Inheritance Data and ensure smooth running of all processes.

E: daniel.cane@inheritancedata.com

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Emma Baddaley, Director Of Strategic Relationships

Emma has over 20 years' experience at senior client facing level, managing relationships with FTSE 100 firms, global data providers and professional services firms. She has worked extensively in the legal sector; enabling both silver circle and SME law firms to outsource business processing and more recently, within the wills and probate sector, to provide a range of legal service solutions to private client teams, estate planners and will writers. Emma has regularly been part of the wills and probate industry round table discussions, presented advice and best practice guidance to wills and probate clients and is part of the highly successful Women In Wills group.

Together with, Bruce Cane  Emma manages and develops relationships and business with our key clients and partners, transforming estate administration for probate lawyers, executors and beneficiaries, assisting them to ensure that missing assets are located, they meet their full obligations and the full value of the estate is recovered.

 E: emma@inheritancedata.com

Ollie new v2

Ollie Wright, Business Relationship Manager

 

As Business Relationship Manager Ollie has established Inheritance data as a leader in financial asset searching by his ceaseless work building relationships with financial institutions. He is responsible for initiating and maintaining productive interactions with Financial Institutions, as well as managing the software developers in constructing the online search process.

Ollie has worked for a variety of global banks from the National Australia Bank to the Bank of Scotland, and also spent time in London as a TV Production Accountant. Using these skills, his main focus is centred on promoting "good practice" on how the financial industry deal with their deceased customers.

His biggest goal is for the financial industry to find comfort in responding to the Inheritance Data requests, using the secure online access point, that is now being used by some of the biggest financial organisations within the industry.

For any questions please contact Ollie using the information below: 

E: ollie.wright@inheritancedata.com

M: 0787 437 2799

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Ruth Lee, Team Administrator

Ruth has recently joined the ever-growing administration team to help with ensuring accuracy within the online report available to the executors. With great experience having worked with a large financial institution in her previous role, Ruth's skills and meticulous approach were highly sought after by Inheritance Data to help support the team in all aspects.

E: ruth.lee@inheritancedata.com