 Stuart Holdsworth Chief Executive Officer, Financial Simplicity Stuart Holdsworth is chief executive officer of Financial Simplicity, an international wealth management technology company that spcialises in facilitating mass tailored portfolio management operations that power managed account programs (IMA, SMA and UMA) at some of the world's leading financial organisations.
STUART HOLDSWORTH | WEDNESDAY, 15 SEP 2021 The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often asked by advisers and licensees. My first response is usually a question in return: What do your clients ... Read more PAGE: 1 |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
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Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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