Overhauling Your Investment Proposition – A Case Study: Oyster Wealth Management

A version of this article first appeared in  New Model Adviser What I want to do here is to look at a real life case study of how we worked with Oyster Wealth Management to design their model portfolios. It is easy to believe because of the amount that has been written about the retail distribution […]

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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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