Graphene Insights
Expert perspectives on the evolving wealth management landscape – exploring today's challenges, tomorrow's opportunities, and the innovations shaping the future.
Why Private Client Firms Are Losing Independence to Their Infrastructure
Why private client investment management firms need to rethink infrastructure. The shift from buying applications to owning the data layer beneath them.
Why Private Client Firms Are Losing Independence to Their Infrastructure
Why private client investment management firms need to rethink infrastructure. The shift from buying applications to owning the data layer beneath them.
Why Execution Defines Private Bank International Expansion
Robert Kelly of Graphene on why infrastructure decisions, not strategy, determine whether a private bank’s international expansion succeeds or stalls.
How a Discretionary Investment Manager Turned Infrastructure into Competitive Advantage with Graphene
See how a discretionary investment manager cut cost, extended distribution, and opened new revenue lines on the Graphene wealth platform. Read the case study.
£150m to over £4bn in client assets in under 12 months
Graphene Platforms founder Kevin Mitchell spoke to The Courier, one of Scotland’s leading newspapers, about how the company went from £150m to over £4bn in client assets in under 12 months.
How Discretionary Managers Compete When MPS Becomes a Commodity
Modern investment infrastructure for discretionary managers means owning the distribution layer, not renting it. The operating shift in MPS.
Why Wealth Management Infrastructure Will Define the Next Era of Discretionary Investing
Discretionary investment managers face a build or adopt decision. Why wealth management infrastructure will define the next decade of growth and scale.
Model B: Trust, Timing and the Advisers Who Shape Their Own Environment
The Model B platform in wealth management aligns an adviser’s accountability with their control, shaping the experience, fees and brand instead of inheriting a third party’s template.
How a Top 100 IFA Consolidator Turned Platform Ownership into Enterprise Value with Graphene
See how a Top 100 IFA consolidator took control of its platform and data on Graphene, turning infrastructure into a driver of enterprise value. Read the case study.
Can Financial Planning Firms Still Scale on Their Current Stack?
Wealth infrastructure for financial planning firms now shapes margin, adviser productivity, and compliance. The shift from buying tools to designing the data layer.
Data Sovereignty and Enterprise Value for IFA Consolidators
Robert Kelly of Graphene on why data ownership is the most consequential infrastructure decision a growing IFA consolidator can make.