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

https://traffic.libsyn.com/adviserhangout/Adviser_Hangout_Ep_008__Derek_Stewart_1.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSSIn 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 […]

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Abraham Okusanya
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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