CPD Standards Office Provider Number: 22418

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Category: Accountancy, Business Skills, Financial Services & Legislation


BYOB is an all-in-one workspace for front-office investment teams, helping firms to systematise and automate their investment process in a bespoke and flexible way. Our solutions include portfolio monitoring & visualisation, portfolio construction, idea generation, and automated deck building. Our expertise is working with firms that have sophisticated investment strategies, such as Wealth Managers, Family Offices, and Endowments, who require configurable analysis and reporting. Our mission is to take complex ideas and present them in a simple, beautiful way.

Accredited Activities:

  • Technology and Wealth Management
  • Portfolio Construction and Technology
  • AI in Wealth Management

Who Should Attend:

The course is aimed to teach attendees how technology can affect the day-to-day work of investment professionals. specifically, those who work with Wealth Managers, Asset Managers, and Family Offices.

Further Information: