Gradually then Suddenly

Wealth management’s tipping point.

Join David Ferguson, CEO at Seccl in discussion with Abraham Okusanya as they delve into the themes of ‘Gradually, then suddenly’ and what it might mean for you.

Wednesday 16th October

11:00am - 12:00pm

Book My Place

The fundamentals of our sector are about to be transformed by advances in technology and the cost, customer experience and efficiency benefits these will drive.

Taking inspiration from Hemingway's character who responded when asked how he went bankrupt: 'Two ways. Gradually, then suddenly'.

Seccl predict that over the next few years, the significant dynamics that have been bubbling away for some time will converge to suddenly transform the wealth management market beyond recognition – creating opportunity and jeopardy in equal measure.

You can read and download the report here

Learning outcomes

Understand Technological Challenges and Opportunities in Wealth Management

Gain insights into the current technological inefficiencies in the wealth management industry and learn about the anticipated shift toward automation, open architecture, and API-driven systems that will reshape the sector.

Recognise the Impact of Demographic and Economic Shifts

Explore the demographic changes, particularly the aging population and the upcoming intergenerational wealth transfer, and understand how these factors will drive new client expectations and reshape wealth management services.

Explore Future Business Models and Client Engagement Strategies

Learn about the evolving fee structures, such as the move towards subscription-based pricing, and the growing importance of hybrid digital-human advisory models, which will address the advice gap and provide more tailored, scalable financial services.

Abraham Okusanya

Founder & CEO, Timeline

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 Ferguson

CEO, Seccl

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.