In this episode we speak with David Ferguson, Executive Chair at Seccl. They provide the back-end infrastructure for numerous investment and wealth management companies including Monzo’s pensions and GoHenry’s Junior ISA. To David, Seccl is a force for positive change in an industry which “has not always been fair to people.” He describes how they encourage “investing well” across the sector, first by choosing to work with firms who have fair consumer practices, and second by leveling the competitive playing field, enabling smaller companies to enter the market with their ready-made infrastructure.
On strategy development, David emphasises the power of rigorous, blunt analysis of where they are now, as a foundation for charting a clear path forward. He reflects on how Seccl has matured in its vision of itself and who it works with. David also makes predictions on the future of digital infrastructure in wealth management and the limitations of AI, and he discusses what drew him to Seccl. Overall, David’s goal is for “investing well” to become the modus operandi of the financial sector.
Check out the Seccl website.
Supported by Norman Broadbent.
David Ferguson
