Personal Information
Organization / Workplace
Sydney, Australia Australia
Occupation
Wealth Management Innovator and Thought Leader, CEO Financial Simplicity
Industry
Finance / Banking / Insurance
About
With over 25 years of innovating with technology, predominantly with financial services and consumer servicing, Stuart is a creative thought leader and innovator. He is passionate about finding patterns in complex industry and societal systems and structures and then working out ways to use collaborative technologies to benefit participants.
After re-framing the retail investment industry with new thinking, and then completing a 5 year research project to develop the 'holy grail' of techniques and technology for the mass customised offering of personalised investment products and services, Stuart founded Financial Simplicity, a service provider to wealth management firms that understand ...
Tags
financial simplicity
investment
stuart holdsworth
portfolio management
managed accounts
financial services
strategy
compliance
finance
See more
Documents
(4)Personal Information
Organization / Workplace
Sydney, Australia Australia
Occupation
Wealth Management Innovator and Thought Leader, CEO Financial Simplicity
Industry
Finance / Banking / Insurance
About
With over 25 years of innovating with technology, predominantly with financial services and consumer servicing, Stuart is a creative thought leader and innovator. He is passionate about finding patterns in complex industry and societal systems and structures and then working out ways to use collaborative technologies to benefit participants.
After re-framing the retail investment industry with new thinking, and then completing a 5 year research project to develop the 'holy grail' of techniques and technology for the mass customised offering of personalised investment products and services, Stuart founded Financial Simplicity, a service provider to wealth management firms that understand ...
Tags
financial simplicity
investment
stuart holdsworth
portfolio management
managed accounts
financial services
strategy
compliance
finance
See more