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The Future of Wealth Management with Paul Hogarth of Tatton Asset Management
Manage episode 452255036 series 3502513
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🎙️On this episode of the All Points West podcast, Karl speaks to Paul Hogarth, founder and CEO of Tatton Asset Management, an AIM-listed investment management and financial advisory powerhouse.
With over 30 years of expertise in the financial services industry, Paul shares his journey from co-founding Bank Hall Investment Associates—a game-changing service provider that influenced 25% of the UK’s independent financial advisor sector—to establishing Paradigm Partners, a cornerstone of regulatory and compliance support for financial advisors and wealth managers.
We’ll dive deep into Paul’s insights on:
- The evolution of IFA distribution in the UK.
- Building and scaling successful ventures in investment management.
- The future of wealth management and financial advisory services in a post-pandemic, tech-driven world.
🎧 Tune in now to stay ahead of the curve on wealth management trends, regulatory challenges, and investment strategies!
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