Ceo And Director Of Investment Proposition Innovation
CurrentFinancial Simplicity has pioneered the process that powers safe and personalized investment outcomes for investing clients, yet with safety and scale for the firms that service them.We have proven that it not only possible, but also can be extremely profitable, for private client wealth managers to make and to keep more promises to both the end investor and to those who oversee them.For over 10 years we have advanced finessed and help firms implemented our process around the world. Over these years we have also seen a proliferation of financial technologies that are either point solutions or associated generally often associated with “product-centric platforms” that largely treat investors according to their lowest common needs. These solutions have done little to improve many a number of key business attributes of wealth management firms, such as profitability, professional standing, client servicing, regulatory compliance, Financial Simplicity’s process is built upon a configurable investment management “chassis” where portfolio management has no compromise.At the core of this process is are techniques for the safe and scalable implementation and monitoring of client-customized investment portfolios which can be of pretty well any investment type, in any currency, and in accordance with most commonly deployed operating models, whether that be centralized or decentralized portfolio management, with holistic or sub-accounted administration and custody services, whether that be model-based or increasingly what we are seeing is the blending of many permutations of models.The result is the ability for a firm to delivery of personalized investment offerings that accommodate firm and investor-level rules operated with efficiency, scale, and continuous compliance. Our clients tell us that these virtues of safety and personalization embedded into a scaleable process and business model is just not replicated anywhere else and is unique to Financial Simplicity.
