Personal Information
Entreprise/Lieu de travail
United Kingdom United Kingdom
Profession
Director
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.blackswanpartners.co.uk
À propos
Black Swan Partners is a consultancy, passionate about helping finance companies provide the optimum product, to the right customers to ensure they achieve better financial outcomes.
We understand what customers want and have developed a methodology and approach that ensures our clients get the maximum benefit from our consulting services. Our four specialist areas are: Market Analysis, Product Innovation, Pricing and Social Functionality.
Mots-clés
advisor platforms
social investing
social media
retail finance
d2c
wealthfront
social trading
managing investments
fca
rdr
comparison
brokers
investing
black swan partners
personal finance
uk
consultation
regulation
social media in finance
guidance
cash isa
confidence gap
aum
isa
nutmeg
advice gap
ifa
advisory permission
ifa orphans
Tout plus
Personal Information
Entreprise/Lieu de travail
United Kingdom United Kingdom
Profession
Director
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.blackswanpartners.co.uk
À propos
Black Swan Partners is a consultancy, passionate about helping finance companies provide the optimum product, to the right customers to ensure they achieve better financial outcomes.
We understand what customers want and have developed a methodology and approach that ensures our clients get the maximum benefit from our consulting services. Our four specialist areas are: Market Analysis, Product Innovation, Pricing and Social Functionality.
Mots-clés
advisor platforms
social investing
social media
retail finance
d2c
wealthfront
social trading
managing investments
fca
rdr
comparison
brokers
investing
black swan partners
personal finance
uk
consultation
regulation
social media in finance
guidance
cash isa
confidence gap
aum
isa
nutmeg
advice gap
ifa
advisory permission
ifa orphans
Tout plus