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The Future of Wealth Management with Paul Hogarth of Tatton Asset Management
Manage episode 452255036 series 3502513
Konten disediakan oleh Karl West. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Karl West atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
🎙️On this episode of the All Points West podcast, Karl speaks to Paul Hogarth, founder and CEO of Tatton Asset Management, an AIM-listed investment management and financial advisory powerhouse.
With over 30 years of expertise in the financial services industry, Paul shares his journey from co-founding Bank Hall Investment Associates—a game-changing service provider that influenced 25% of the UK’s independent financial advisor sector—to establishing Paradigm Partners, a cornerstone of regulatory and compliance support for financial advisors and wealth managers.
We’ll dive deep into Paul’s insights on:
- The evolution of IFA distribution in the UK.
- Building and scaling successful ventures in investment management.
- The future of wealth management and financial advisory services in a post-pandemic, tech-driven world.
🎧 Tune in now to stay ahead of the curve on wealth management trends, regulatory challenges, and investment strategies!
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