Continuing his series for Professional Adviser, AT8 Group's Mark Loosmore says Chartwell Group's investment in technology has less to do with being 'RDR-ready', and more to do with the end customer...
This week’s case study is on Chartwell Group and has a slightly different focus, being as much about re-engineering a business model as it is about technology. However, technology is at the heart of the re-engineered business, with Chartwell taking great care in choosing its technology partners. Chartwell has been operating in the financial services market since 1995 when it launched its direct-to-client, execution-only business. The direct side of Chartwell is still thriving and our interview this week was with Rob Hudson, who is responsible for the operation. Before joining Chartwell, ...
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