Keeping Wealth Managers Safe

Financial Simplicity provides portfolio management and control systems that assure the confidence of wealth managers by providing them a purpose-built technology platform to keep the right assets in the right portfolios.

We are the global specialist in precise portfolio assurance methods and associated portfolio management and control systems. Our systems empower wealth management businesses to deliver fully personalised client centric investment portfolio propositions at scale.

We foresee a future where a majority of investing is done in a unique, harmonised manner, merging professional guidance with individual investor values and interests.

We strive to empower more people to invest, confident in the knowledge that their investments not only match their financial goals but also mirror their personal beliefs and values.

Our story

In the late 1990s, Financial Simplicity Founder and CEO Stuart Holdsworth noticed three trends: the shift to portfolios to express more investment value, the introduction of personalisation to express more client value, and the growing unique identity of investment advisory firms. He also noticed that resolving the complexity of these at scale was beyond most product systems or spreadsheets.

After five years of building portfolio assurance algorithms and developing automated control systems, Financial Simplicity was created in 2003. With some clients boasting 15 year histories with Financial Simplicity, limited alternatives, and 20 years of proven operating experience, Financial Simplicity has proven itself reliable and sustainable with a noble purpose. With each passing day, we take pride in the part we play in making wealth management better and our clients more confident they have the right assets in the right portfolios.

CEO and Founder

Stuart Holdsworth

Stuart has over 30 years of experience in the use of technology for the strategic competitive advantage of businesses in the financial markets and investment industry.

Stuart strongly believes that investment advisory firms or investment product manufacturers can both increase their value to their clients /investors and improve their businesses with the introduction or operational finessing of more personalised portfolio propositions.

Stuart is passionate about leveraging the power of computational algorithms and technology to significantly enhance how businesses can bring clients / investors closer to them, in a highly scalable fashion, ultimately making the customer experience and the business better at the same time.

Non-Executive Director

Rich Arnold

Rich is a globally experienced strategy and finance executive and has had substantial experience with the formation and development of Charles Schwab.

With a detailed understanding of the investment industry dynamics and operation globally, Rich very much believes that consumers can and should receive better servicing for the fees they pay.

Rich is passionate about evolving areas of the investment industry with technology that deliver better consumer outcomes and experiences.

Head of Product

Graham Nelson

A rare operator who has seen wealth management from every angle it matters – as a CIO running the technology behind an ASX-listed portfolio administrator, and as a senior product leader shaping BT’s Wrap and Panorama platforms during their years of greatest scale. Graham doesn’t just understand portfolio administration and Portfolio Assurance in theory, he’s built and run the systems wealth firms depend on, and spent 25+ years learning exactly where those systems create friction and where they create advantage. That depth is what lets him challenge convention with credibility: identifying not just what could be better, but what actually needs to change for wealth firms to work the way they should.

UK Advisory Board - Industry Leader

Geoff Towers

Geoff Towers brings over 40 years of leadership across the UK and Europe in wealth management, investment platforms, and financial services to Financial Simplicity’s Advisory Board. He was CEO of BNY Mellon Pershing for nearly six years, having previously launched Standard Life’s platform business, including its wrap and fund supermarket proposition, and held senior roles at Citibank, Barclays Wealth, Legal & General and Friends Life.

He currently serves as Chair of the Private Markets Forum and Senior Independent Director of PIMFA, the trade body for financial planning and wealth management, alongside board roles at InfinitX and Platform One.

Geoff’s deep platform and regulatory expertise, spanning more than 20 countries, makes him a trusted voice guiding Financial Simplicity’s growth in the UK.

Australia Advisory Board – Industry Leader

Greg Kirk

Greg Kirk brings more than four decades of Australian financial services leadership to Financial Simplicity’s Advisory Board, spanning wealth management, financial advice, funds management, trustee services and banking. He was Managing Director of AMP Financial Planning, Australia’s largest advice network (at the time), and Chief Executive of Challenger’s financial planning and platform businesses, where he led the divestment of Genesys Wealth Advisers to AXA Asia Pacific and the subsequent integration.

As Executive Chairman of Implemented Portfolios for nine years, Greg built one of Australia’s leading Individually Managed Account providers, scaling the regulated MDA business and ETF strategist to over $2 billion in funds under management ahead of its acquisition by Lonsec.

He is currently Executive Chairman of Profusion PAC Holdings and Chairman of Ownstable, and is a Member of the Australian Institute of Company Directors. Greg’s experience delivering personalised portfolios at institutional scale makes him a trusted voice guiding Financial Simplicity’s growth in Australia.