On this episode of How Investing Is Evolving, Stuart sits down with David Leon one of the founders of Stellan Capital to talk about the journey of going independent and bringing customer centric service models to the business of financial advice, and the implications of regulatory changes brought forward by the Hayne Royal Commission in Australia.

David talks through the opportunities for entrepreneurial thinking, his experiences first-hand in his move from a major global brand private banking institution to his own firm.

He discusses the trends and investment propositions that are important to their clients at Stellan, through to the firms’ culture and what he considers the key factors for success.

If you want insights from someone who is now navigating the business of investment advice independently, this episode is for you.