The intelligent & efficient way of handling discretionary investment manager due diligence. Instant online access to DDQ responses for advisers and managers.
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Joined May 2016
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The new approach to financial adviser research and due diligence on discretionary managers. Why waste weeks with Word/Excel templates - get instant online access to detailed DDQs and responses, via ddhub.co.uk
The start of some relief for WealthTek investors, but a salutary reminder for financial advisers of the need for robust #duediligence before entrusting any provider with client assets (@FCA TR16/1). FSCS pays £26.6m to WealthTek administrators financialplanningtoday.co.uk…
Delighted to be joining Albemarle Street Partners to discuss Building a Centralised Investment Proposition. 7 March, 11am, 1 hour - details & register here: t.ly/OUn1m
Proud to have added SIPPs to DD|Hub's free due diligence service for advisers - get the info you need to guard against foreseeable harms. Register free today
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Great day at Money Marketing Interactive helping Advisers spot & avoid foreseeable harms, & meet @TheFCA due diligence rules #MMINTERACTIVE23
Looking forward to sharing our #DueDiligence solutions with Advisers and industry folk at #MMInteractive23 - come & say Hi!
DD|Hub retweeted
Huge congratulations to Felix and the team at @longbon_company at the @_moneymarketing Awards #MMAwards23 😊
.@longbon_company wins Best investment advice firm for 2023 - congratulations!
Thank you to @_CharlesStanley for supporting this category
#MMAwards23
DD|Hub retweeted
Built on the feedback of existing users, the new, upgraded @DDHub_ system provides advisers with the tools and information they need to meet the FCA's #DueDiligence expectations and #ConsumerDuty obligations. New users can register for free at ddhub.co.uk/AdviserRegistrat…
DD|hub upgrades adviser research and due diligence system - login now and take a look ddhub.co.uk professionaladviser.com/news…
Thrilled to launch our new, seriously upgraded system today to help advisers cover off the foreseeable harm rules in Consumer Duty & meet FCA due diligence expectations.
A ground-up rebuild to mirror FCA's approach in TR14/5 with new tools & new features - ddhub.co.uk
Delighted to announce Albemarle Street Partners are now live on DD|hub - login and take a look at their Managed Portfolio Service and how it can be tailored for individual firms
DD|Hub retweeted
David Lee, director @DDHub_ argues platforms should implement better pricing models - perhaps more fixed fees - to make them more efficient for the services they need to provide. More streamlined back-end tech is required #MMInteractive23 @_moneymarketing
DD|Hub retweeted
Our panel session with Andrew Tiley @FundmentHQ, David Lee @DDHub_ and Dr. Richard Bradley @theplatforum now takes you through the various platforms over the years and how to go about choosing the right platform partner today.
#MMInteractive23
Delighted to be with @_moneymarketing & DD|hub supporters @Octopus_UK & Albemarle Asset Mgmt at #MMInteractive23 to talk with @FundmentHQ about platform due diligence, particularly in the context of consumer duty #DueDiligence
DD|Hub retweeted
A special thank you to our sponsors for being with us today. Be sure to stop and say hello to them!
@FundmentHQ, Albemarle Street Partners, @DDHub_, @Gunnerandco, @Octopus_UK, @simplybizserves and @TaxbriefsFP
#MMInteractive23
Delighted to join the Stamford branch of @pfsconf for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty
Delighted to join the Tyne Tees branch of @pfsconf for the Spring Conference, talking about Investment #duediligence in the context of #consumerduty
DD|Hub retweeted
Thanks to @DDHub_ Chris Jones for a great opening session this morning @TheAgeasBowl @pfsconf regional meeting. #duediligence #cpd #consumerduty
DD|Hub retweeted
Back chairing @pfsconf regional meeting today @TheAgeasBowl with great sessions expected from @MandGInsights @DDHub_ @CTinvest_EMEA and @yulife #cpd #investing #adviser #personalfinance linkedin.com/posts/kevinforb…