Head Of Platforum
CurrentP&L responsibility for boutique research consultancy specialising in investment distribution. I lead a team which produces opinion leading research on UK and European investment industries. Clients include: asset managers, investment platforms, wealth managers, management consultants, fintechs, private equity.Aside from commercial responsibilities, I lead consultancy assignments on evolving propositions, distribution strategies and M&A opportunities. I am lead author of the leading publication on UK direct-to-consumer investment distribution and meet regularly with CEOs of FTSE 100 to start-up companies. I am regularly quoted in the trade and national press on digital investing matters.