How are wealth firms integrating their businesses?

Loading player...
With consolidation rife in the wealth industry, integration has never been more important.

In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.
28 Mar English United Kingdom Business · Investing

Other recent episodes

Inside Hargreaves Lansdown’s multi-manager fund range

Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year.
11 Dec 25 min