Wealthtime: The Small Giant of Platform Land

The platform industry talks a great deal about the importance of scale – large providers are assumed to be financially strong, profitable, sustainable and resilient; smaller providers, not so much. But we’ve always argued that, while scale isn’t bad thing, the bottomline is far more important in assessing long-term sustainability of platforms. Does scale necessarily lead […]

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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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