Platform One

The FCA has announced it's digging into consolidators and gathering information from them. Alexander Cowan-Sanluis has offered his thoughts on what they need to be doing 👇

With two weeks to go until our London Connect Forum, we are delighted to share the latest agenda and speakers Mark Wightman, Partner, Wealth & Asset Management Transformation, EY; Sean Mullins, Head of Product Execution, Digital Assets and Financial Markets, Northern Trust; Daniel Andemeskel, Founder, UI Enlyte; Alexander Cowan-Sanluis, CEO, Platform One; Tom Dunbar, Chief Development Officer, Transact, Steve Croucher, Commercial Officer, Winterflood Business Services, and Cynthia Svacina, Product Director, Digital Investments, Calastone. Join us for a day of insights, networking, and in-depth discussions on the theme: Vision 2030: Innovating the Future of Asset Management. Explore topics #AI, #tokenisation, and the evolving #investment landscape! Register now to secure your space 👉 https://bit.ly/4g6UeId

The news is out about our white label execution-only platform! As well as firms running their own adviser platform using Platform One technology, this service means they can introduce younger generations of existing client families or HENRYs (High Earners Not Rich Yet) to their businesses. It also allows consolidators to offer a low-touch service to clients with smaller portfolios they may have acquired inorganically. https://lnkd.in/eWRp_u62

In his latest article for Professional Adviser, Alexander Cowan-Sanluis discusses the exciting technology being made by start-ups for financial advisers that were on show at the lang cat's recent event. But, he says, helpful technology and a great product only goes so far: these businesses need to create a service that's both cost-effective for the adviser and a viable model for the tech start-up. https://lnkd.in/eR6hyR6b

Climate charity The Global Returns Project (GRP) has partnered with a number of firms, including investment platform Platform One, wealth planning firm First Wealth and private equity firm Zetland Capital , to enable advisers to offer philanthropic services to clients https://lnkd.in/exGngdr5

In this episode of #CoffeeWithInnovateFinance, we sit down with Alexander Cowan-Sanluis, Founder and CEO of Platform One to explore the future of wealth management and the democratisation of wealth services. 🌍💰 Alex shares his inspiring journey from cybersecurity to FinTech and how Platform One is revolutionising the wealth management industry by acting as a co-pilot for wealth managers, offering both regulated and tech services. A standout moment? Alex highlights that "Finance itself is a language barrier," emphasising the critical need to enhance financial literacy in the UK and beyond. 📚 🤔We dive into: 📈The democratisation of wealth and increasing access for retail consumers 🏦The evolution of financial advice and bridging the advice gap in the UK 💻The impact of digitisation and generative AI on the wealth management industry ⛓️The potential of blockchain in financial services 🎧 Tune in now on Apple, Spotify, and Google Podcasts: https://hubs.ly/Q02LdGdC0 #VoiceOfFinTech #WealthTech #CWIF

A new office and lots of fantastic new hires! Check out the article in thewealthnet on our continuing growth. https://lnkd.in/eRMFZUAN

Safe to say Alexander Cowan-Sanluis had great fun being a 'High Inquisitor' alongside Adrian Durham and Helena Wardle at the lang cat's Tech Catwalk event yesterday. There were five fantastic pitches from five innovative companies and the flashing red light and interrupting music that came on at the 5-minute mark to end the presentations was a particular highlight. It's amazing to see the continued innovation in this sector and the ways these entrepreneurs are creating solutions to help financial advice businesses. https://lnkd.in/erMbwKsK Picture source: the lang cat

Alexander Cowan-Sanluis is turning into a 'High Inquisitor' (that's genuinely the real title) at the lang cat's AdviceTech Catwalk event next month. He will be on a panel of judges - Dragon's Den style - as five fintechs demo and walkthrough their tech that's built to help solve issues for financial advice firms. He'll be joined on the judges' table by Adrian Durham and Helena Wardle. We're hoping Alex will prove to be the ultimate panel judge: a perfect blend of Peter Jones (for the incisive questioning) and Bruno Tonioli (for the flair). https://lnkd.in/e4DgkEyZ

Want to know a bit more about us here at Platform One and our CEO Alexander Cowan-Sanluis? Try this quickfire Q&A he did with thewealthnet recently (paywall) and find out why he mentions 'mannys'! https://lnkd.in/gRaziQvh