Podcast 008 – Derek Stewart: A Small IFA Firm Running c£100M FuM – Easy, With the Right Process

Derek StewartIn this podcast, Abraham Okusanya speaks to Derek Stewart the MD of Strategic Asset Managers based up in Scotland about his business, what makes the firm unique and their investment process. How hard is it to run c£100M of client money, with no discretionary permission? With the right process and platform, ‘not difficult’ difficult says Derek

Derek also talked about his frustration in trying to hire new advisers for the business as well as his general view on how to build a profitable and sustainable advice business

Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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