In our recent webinar, we delved into the significant transformations on the horizon for the wealth management sector, driven by advances in technology. Drawing inspiration from Ernest Hemingway’s famous quote about bankruptcy—“Two ways. Gradually, then suddenly”—we explored how the industry is poised for sudden and impactful changes.
As highlighted by Seccl, the confluence of various dynamic factors that have been developing for years is set to fundamentally alter the wealth management landscape, presenting both opportunities and challenges.
You can download the Seccl report, Gradually then suddenly just here!
Abraham is founder and CEO of Timeline, a company on a mission to help millions of people plan, invest, and retire with confidence. Timeline's market-leading technology is an integrated ecosystem designed for modern financial advisers, who have entrusted the company with managing approximately £6 billion of their clients' assets.
David joined Seccl as CEO in April 2022. He has overall accountability for the company's strategic direction: it's his job to make sure that we deliver on our collective ambition and market opportunity.
He was previously founder and CEO of Nucleus, where he created a distinctive and customer-led culture that helped the investment platform to grow from start-up to £20bn in AUA when he departed.