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Ep 77: Strategic perspectives on scale and independence – Matt Brinker

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Manage episode 361265152 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Listen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individuals with Merchant.

Brinker delves into his observations of the success factors of firms that have been able to scale, how digital tools can bridge the client experience gap, the growth of alternative investments in the US, and exciting developments in global markets. He also provides insightful commentary on investment strategy, capital duration, and the importance of building long-lasting, sustainable businesses.

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 361265152 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Listen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individuals with Merchant.

Brinker delves into his observations of the success factors of firms that have been able to scale, how digital tools can bridge the client experience gap, the growth of alternative investments in the US, and exciting developments in global markets. He also provides insightful commentary on investment strategy, capital duration, and the importance of building long-lasting, sustainable businesses.

  continue reading

96 episodes

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