Investment platforms: Reflections on a record year

Citywire: The WealthTech Show

English - April 29, 2022 09:00 - 42 minutes - 58.2 MB
Technology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Crypto, Gen Z, and millennial financial planning: A blueprint

Next Episode: Compliance, data migrations, and lessons learned from online wine investing

Bella Caridade-Ferreira, CEO of Fundscape, is a leading figure in the UK investment platform market. In this week’s episode she explains why 2021 was a record year for inflows, despite a year dogged by a pandemic and lockdown.

In this discussion, co-hosted by Citywire’s Chloe Meley, we cover the ins and outs of fund distribution, the impact of vertical integration in financial advice, technology advancements, and the reasons why demand for advice has accelerated.