The Rise of Nucleus and Platform Innovation
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya sits down with David Ferguson to explore his career and the growth of Nucleus. David discusses the company’s journey from its inception through to the development of the Nucleus IMX model portfolio service, which gives advisers an integrated discretionary solution.
Private Equity and the Sale to James Hay
The conversation highlights the sale of Nucleus to James Hay Partnership, and the wider trend of private equity investment flowing into the United Kingdom platform sector. David reflects on what this means for advisers and clients, particularly in terms of consolidation, governance and long term value delivery.
Why Public Markets View Platforms Differently
David also explores why the public markets assess Nucleus differently compared to peers like AJ Bell and Transact. For advisers, this perspective provides insight into the strategic and cultural differences between publicly listed platforms and those backed by private equity.
David Ferguson’s Retirement Plan
Listeners will be keen to hear how David applies his experience to his own financial future. He shares his personal approach to retirement planning and portfolio construction, offering practical lessons advisers can apply when helping clients balance growth and resilience.
Why Advisers Should Listen
For financial advisers navigating the fast changing platform space, this conversation provides clarity on industry shifts, investment trends and the future of discretionary solutions. It also serves as a reminder of the importance of transparent planning, both for clients and for those running the platforms advisers depend on.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
