Month: May 2013

Practices or Business ?

I am spending quite a bit of time with advisory and investment boutiques (usually between 4 and 10 people) who are facing the reality of new regulation and forming intense competition. I guess this is the new normal. Looking objectively at their businesses, many of them have sound financial performance to date, and developed a…
Read more

Supply Chains vs Stacks

One of the key differences we are finding when helping firms put together their new era of ‘client centric’ propositions is that the design of the proposition and the components that form such are taking a very different form, in the form of ‘Stacks’ as opposed to ‘chains’. They are characterised by the fact that…
Read more

© 2021 Financial Simplicity