Abraham and Ola have an insightful discussion, going into the details about:
- How Ola got into the industry and what led to the creation of Fundment
- Where Ola is in terms of people, clients, and AUA
- Unpacking the £10m fundraising process, including £3.375 ETFS Capital
- Discussing the role of technology in the sector, in particular the old chestnut about outsourcing vs propriety tech
- Ola’s thoughts on the wall of PE money moving into platform and the most reliable form of platform ownership
- The big news about Timeline’s partnership with Fundment, and what we’ve been working on
- And of course, Ola’s plans for retirement…
Adviser 3.0: The Podcast