Despite a slow start compared to the US and China, the UK is on track to establish itself as the global digital hub powering the Finance 3.0 revolution.
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What do you know about your clients? Not the fund managers in charge of distribution but the people who pay your fees.
Who owns your funds? What information do you have and are you utilising it in the most efficient way to benefit both you but also, and more importantly, to benefit your clients.
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We are giving fund managers the opportunity to make their business, digital, with the simplest of additions to their website. If you’ve been trying to keep up with the fast changing technology around investing and hampered by the high fees and impersonality of the fund supermarket providers, we have the tailored solution for you.
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There is a certain irony to active management in that while there are many people involved all trying to put out a message, they often struggle to tell their story. In contrast, the passive community is unified; it articulates its value and really controls the narrative to the extent that active management has almost become a dirty word within retail investors and passive is now the default option in the retail space.
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Here at WealthKernel, we pride ourselves in staying on top of industry research and output and we thought you might be interested in this report recently published by PWC. Their findings and views align strongly with the ethos of WealthKernel and we have been inspired by their analysis of the industry.
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The last twenty years have been really good for asset managers. The industry, despite some turbulent market conditions, has grown and developed and many managers have done exceedingly well.
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With a single link, WealthKernel enables asset managers to distribute directly to retail investors without taking on additional technology or compliance risk.We offer a distribution solution that is ready to go straight out of the box, and that is just the beginning of what you can expect when working with WealthKernel.
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Now that you’ve submitted the forms, the waiting game begins. The first step is being assigned an FCA case officer. At the time, the FCA informed us the average wait was 17 weeks, but that it could also take up to 6 months (or 12 months for incomplete applications). In our case, it took approximately two months, perhaps thanks to being a member of the Innovation Hub.
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Time to get filing!
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This blog mini-series will focus on the vital steps to building a UK/EU fintech startup. The aim is to share with you our experiences and the lessons we’ve learned along the way from building WealthKernel: the “shopify” of financial services.
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I wanted to build a financial services company with a sense of purpose and committed to a world class work culture.
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I joined WK because I love people, I love teams — and I am great at building them. I wanted to work in an environment that was entirely without constraints — where I know what the challenge is, and where I can build and lead a team to deliver the best outcomes.
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I joined the team as a software developer in September, 2016.
I was really keen on the idea of working in a startup; the pace that can be achieved by a small team of highly driven individuals has always encouraged me. But the two things really motivated me to join WealthKernel were the team and the goal.
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