Stuart Holdsworth

CEO Financial Simplicity - Passionate about solving for ways to make things better in an increasingly conscious world.

[Stuart Holdsworth @StuHoldsworth]

This year we created a term 'portfolio assurance' to describe the process of ensuring wealth management firms constantly have the right assets in the right investment portfolios. Wonderful to see how the growth in the searches on this term in Google have grown throughout the year

[Stuart Holdsworth @StuHoldsworth]

We’re expanding our team and looking for someone who—30 years ago—could well have been me: curious, driven, mathematically minded, and excited by what technology can make possible.

https://t.co/Qznneyhp47

[Stuart Holdsworth @StuHoldsworth]

The era of investment product suitability is merging into Portfolio Assurance https://t.co/pArp4yn1Or

#wealthmanagement #portfolioassurance #financialsimplicity

[Stuart Holdsworth @StuHoldsworth]

If model portfolios are the engine of wealth management, SMA implementation is the gearbox. Most people admire and evaluate the engine, not many check the gearbox. Maybe it’s time we did #WealthManagement #PortfolioAssurance

[Stuart Holdsworth @StuHoldsworth]

We are working on an investor centric portfolio agent technology designed to accommodate the vast majority of use cases in the ways investors and advisers want portfolios to be managed. If you are frustrated that current systems don’t cover your use cases, please send to me.

[Richard Arnold @eagleroo]

@EvanKirstel As investors have moved from funds to direct investment using model portfolios there is no regulation or oversight that ensures the models actually follow their claimed mandate. They are managed on spreadsheets and are highly prone to errors. We need portfolio assurance rules!

[Stuart Holdsworth @StuHoldsworth]

@PeterDiamandis Purpose

[Stuart Holdsworth @StuHoldsworth]

@PeterDiamandis Whilst I am not sure that all human behaviour is ‘good’, if we teach the AIs( and every person) to not promote or follow activities that are ‘bad’ then we have a foundation for positivity, acceptance and discovering the ‘good’ aspects of humanity

[Stuart Holdsworth @StuHoldsworth]

I want to put an awesome 5 min web product demo video together in next 10 days. Please contact me if you can manage this or send any useful links

[Stuart Holdsworth @StuHoldsworth]

My moonshot 1 is to help a million people and professionals have access to investing experiences to better fit them and their specific values and preferences and Moonshot 2 is to help 100million people increase their level of engagement to improve their lives #diamandismindset

[Stuart Holdsworth @StuHoldsworth]

My MTP is to solve for and innovate ways to make human experiences better #diamandismindset

[Stuart Holdsworth @StuHoldsworth]

@PeterDiamandis Very much agree. Check out https://t.co/3WjrjYLVPc

[Stuart Holdsworth @StuHoldsworth]

https://t.co/QAN6WGyrmK

[Financial Simplicity @FinSimplicity]

Stuart Holdsworth talks about some of the considerations here in considering and selecting technology applications for financial advice. Click here to read more: https://t.co/y9F2N0fKOx

#financialsimplicity #regtech #wealthmanagement #portfolio #innovation #regulation

[Stuart Holdsworth @StuHoldsworth]

https://t.co/T9KptDM9vN

[Financial Simplicity @FinSimplicity]

‘The relationship between technology & humans is ever changing’

Stuart Holdsworth talks about the complementary nature of technology and human interaction..’ & put in the link & blog image. Click here to read: https://t.co/PlHH6ApM1u

#regtech #wealthmanagement #portfolio

[Stuart Holdsworth @StuHoldsworth]

Stuart's first guest is the exceptionally informative Rich Arnold. Rich brings 40 years of strategic, corporate, & M&A experience in wealth management.
Google podcast: https://t.co/4M5vtBogb9
Apple podcast: https://t.co/G2I8E5esZF
Spotify podcast: https://t.co/rGzhc2jViR

[Stuart Holdsworth @StuHoldsworth]

https://t.co/LX2oWptlpk

[Financial Simplicity @FinSimplicity]

There’s growing acceptance that the future of the private wealth industry will involve servicing each & every client on a more personalised basis... If you to read more, click here: https://t.co/7Ksa1uZgHG

#regtech #wealthmanagement #portfolio #innovation #regulation

[Stuart Holdsworth @StuHoldsworth]

https://t.co/QJa5d86fal

[Financial Simplicity @FinSimplicity]

A common frustration that we hear in the private wealth management segment of the industry is about how investments are classified by third-party providers, perhaps investment platforms or software providers.
Click here to read more: https://t.co/v1EwqQjMGL
#wealthmanagement

[Stuart Holdsworth @StuHoldsworth]

https://t.co/Vqjmj5hRsn

[Financial Simplicity @FinSimplicity]

I get asked a lot by fund managers whether they ‘should’ be having listed versions of their funds, & often offer the same commentary in response, that of – it depends on what you are trying to achieve.
Read more: https://t.co/7q5gj3SHMC

#financialsimplicity #wealthmanagement

[Stuart Holdsworth @StuHoldsworth]

https://t.co/wsfrsIhYtw

[Financial Simplicity @FinSimplicity]

When talking about client investment propositions, a wealth management firm made the analogy that managing many client specific investment portfolios is like spinning many different plates…”
Read more: https://t.co/xx8ak3Q8pU