Liberum Expert Call – Investment Platforms


Listen to a recent hosted event by Hosted by Liberum: Rahim Karim and Mark James. A group discussion on how the business models of investment platforms will need to adapt,or be disrupted due to technological change, regulation and pricing pressures. With guest speakers:

Mark Polson, Founder and CEO
The Lang Cat

Financial services consultancy the lang cat bills itself as “the consultancy for when you’re tired of consultancies.” We quote: 
“The lang cat is a fiercely independent insight and communications consultancy that works with advisers, asset managers and providers, helping them develop better stuff and talk about it in a better way. Bit by bit, we aim to change the platform, pension and investment market to be more client-focused, human and ultimately successful for everyone’s benefit, by force if necessary. We’ve been at it since 2010. Still plenty left to do.” Strong stuff. Their client list is testament to the fact that the lang cat is better placed than most to give a view on where the investment platforms industry goes from here.

Phil Smith, CEO

Embark set out to disrupt the UK investment savings market through technology, straight through processing, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking, Wealth Management and Workplace markets. Embark Group is one of the largest retirement solutions providers in the UK, active in both the advised and institutional areas of the retirement market through its leading range of pension, wrap platform, research and consultancy services.

Philip Johnson, CFO
Hargreaves Lansdown

Hargreaves Lansdown is the UK’s leading savings and investment platform. Founded in 1981 by Peter Hargreaves and Stephen Lansdown, we now have over 1.4 million clients who trust us to look after more than £104 billion of their savings and investments (correct as at 30 June 2020).

This communication is for use only by a person or entity that qualifies as a "Professional Client" or "Eligible Counterparty" within the meaning of the FCA's rules. It is intended for use only by persons having professional experience in matters relating to investments. Any other person who receives this should not act on the contents. Disclaimer here

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