Going it alone: the case for a new adviser/platform relationship

Presented by

Annabel Melvin, Customer Success at Seccl and Damien Rylett, CEO of IronBright Investment Management.

About this talk

The relationship between advisers is a centrally important one, but is it a happy one? We chat to Damien Rylett, CEO of IronBright Investment Management, to understand why they decided to ‘break up’ with their existing platform and go it alone with a platform of their very own. We’ll also discuss the key findings from our own research, which suggests there might be trouble in platform paradise – and throws light on some of the key frustrations faced by adviser firms using third-party platforms.

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