Owning the value chain – building a platform
James Priday, CEO of P1 Investment Management, chose one of the bravest options for his Advice Tech Live session – a live online demo. But before he crossed his fingers and logged on, he talked through the background with Heather Hopkins. When he had become MD of an...
NextWealth Newsletter: Platforms, PE and Wealth Management Trends
Another day, another private equity firm has snapped up a company in the retail investing industry. This week it was Parmenion… Who’s next? The gossip is almost good enough to tear us away from Piers, Oprah and the royals. Private equity (PE) firms don’t...UK Fund Distribution Strategy – Central Influence, Local Choice
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...Investment Platform Market Study Implications for Asset Managers
Today’s Investment Platform Market Study is the final report after a nearly two year review of competition among investment platforms. The final report shows that the FCA has come a long way in the understanding of a platform and importantly this report clearly...If I Were an Adviser I’d Use One Platform
In this New Model Adviser column, I argue that if I were an adviser I would use one platform. I argue that it passes muster with the regulator, will save customers money on platform fees, will reduce adviser firm costs through gains in efficiency and reduces business...FOLLOW US
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