The Big Interview

The Big Interview: Discus’s Gillian Hepburn on platforms’ responsibility to help orphan clients

Embark Group’s head of strategic partnerships and Discus co-founder Gillian Hepburn on why the FCA is right to challenge the market on orphan clients This week’s interviewee is Gillian Hepburn, head of strategic partnerships at Embark and co-founder of DFM consultancy Discus. As we meet, the interim findings of the FCA’s platform market study have […]

Juan Alcaraz

The Big Interview: Allfunds chief executive on becoming the Amazon of the distribution world

Juan Alcaraz explains how big data is going to transform the investment industry. European platform Allfunds chief executive Juan Alcaraz is described by some as the most powerful man in the continent’s fund industry. The ex-global chief executive of Santander Asset Management first had the idea of building a platform business while he was working as […]


The Big Interview: Ex-Skandia boss Peter Mann on why humans will beat artificial intelligence

Financial services veteran Peter Mann famously reserved a chair at board meetings to represent the client, his view being the only thing that really matters is whether they have been served. Although he winces at being described as client-centric, the ex-Skandia chief executive and Old Mutual Wealth vice chairman’s focus on the customer extends to […]

Lee Robertson

The Big Interview: Investment Quorum’s chief on making platforms adviser-friendly

For Investment Quorum chief executive Lee Robertson, no single initiative has done more for clients than platforms. He remembers the days of ringing up insurance companies to get valuations. “They were usually late and inevitably wrong,” he says. Robertson heaps generous praise on platforms and speaks with admiration for the businesses they have built. However, […]