CCAS

@ccas_uk
2 Followers
32 Following
9 Posts
Newly established (2026) consulting and advisory firm in the UK, specialist in information services, data, analytics and decision support tools for financial markets. Supporting investors, founders and established businesses as well as the banks, asset and wealth managers that form the majority of their customers.

https://www.linkedin.com/company/ccas-advisory/
Https://ccas.tech
CCASApr 18

Alt. Data: opportunities amid the bluster and chaos

Warning: this post does not discuss AI I have wanted to write a post on Alternative Data for a long time. Why the interest? The Alt. data industry has never lived up to its enormous promise. On paper an enormous TAM, but really not a mainstream part of the market data world. Largely separate vendors, events ecosystem and surprisingly low (fundamental) investor adoption rates.

https://ccas.tech/2026/04/18/alt-data/?utm_source=mastodon&utm_medium=jetpack_social

Alt. Data: opportunities amid the bluster and chaos - Carroll Consulting and Advisory Services

Warning: this post does not discuss AI I have wanted to write a post on Alternative Data for a long time. Why the interest? The Alt. data industry has never lived up to its enormous promise. On paper an enormous TAM, but really not a mainstream part of the market data world. Largely separate vendors,

Carroll Consulting and Advisory Services - Deep strategic and operational expertise supporting startups and vendors in the information services ecosystem.
CCASApr 13

We return to the topic of WealthTech in Asia, continuing the discussion with Patrick Donaldson. The final focuses on the tangible phases of market entry.

#wealthtech #asia #marketentry

https://ccas.tech/2026/04/13/asiawealthtech/?utm_source=mastodon&utm_medium=jetpack_social

WealthTech Expansion in Asia: how to win - Carroll Consulting and Advisory Services

In March we reviewed Patrick Donaldson's take on why WealthTech in Asia is different, as well as the size of the prize. This week we're following up with specifics on market entry. Patrick, before we start, you're in London this week meeting WealthTech customers, can you share a little on that? Patrick: The UK has

Carroll Consulting and Advisory Services - Deep strategic and operational expertise supporting startups and vendors in the information services ecosystem.
CCASMar 16

Few topics drive more passionate disagreement than "AI is eating the world". In the context of the Financial Data and Info Services industry I take a look (and poke some holes) in some of the AI myths that seem taken as chiseled in stone.

https://ccas.tech/2026/03/16/ai-myths/?utm_source=mastodon&utm_medium=jetpack_social

AI in Financial Markets: Myths, Realities, and Strategic Insights

Markets have oscillated wildly in recent months, the debate raging over how to assess and price SaaS industry vulnerability. A fascinating discourse has erupted across social media, investor briefings and the financial press. Pundits, investors and CEO opinions diverge wildly, from imminent catastrophe to the more complacent "our business model is invulnerable". In the narrower

Carroll Consulting and Advisory Services - Deep strategic and operational industry expertise supporting startups, vendors and financial services firms in the information services ecosystem.
CCASMar 12

For western WealthTech firms, I often find they've expanded into a new geography (say, the US into Canada, or British firms to Europe, European firms to the UK, etc.) and that goes reasonably well.

The assumption then is Asia will be a fairly similar experience. Well, let's dig into that...

https://ccas.tech/2026/03/12/asia/?utm_source=mastodon&utm_medium=jetpack_social

WealthTech Expansion in Asia: getting it right the first time - Carroll Consulting and Advisory Services

APAC remains the fastest growing wealth market globally. Accenture estimates $363T of assets in the region in 2026. Yet for western WealthTech vendors, an Asian expansion the market remains a challenging maneuver. I sat down with Patrick Donaldson, founder of Mkt Dev APAC, to talk through what works and what doesn't. We'll probably do a

Carroll Consulting and Advisory Services - Deep strategic and operational industry expertise supporting startups, vendors and financial services firms in the information services ecosystem.
CCASFeb 5

Is the recent panic over AI disrupting the software and financial data industries justified, or are we overlooking the resilience and adaptability of incumbent firms? 🚀

We review the background behind recent AI-driven disruption.

https://ccas.tech/2026/02/05/selloff/?utm_source=mastodon&utm_medium=jetpack_social

Are we right to be wary of financial data stocks? - Carroll Consulting and Advisory Services

In 2011, Marc Andreessen wrote that software is eating the world. The catchy title conveyed the transformative role software was playing across a range of industries, the thesis aged remarkably well. Today, it is the software vendors who find themselves on the precipice. In under a generation the world has pivoted, it is their turn

Carroll Consulting and Advisory Services - Deep strategic and operational industry expertise supporting startups, vendors and financial services firms in the information services ecosystem.
CCASJan 21

Stepping away from institutional markets, I wanted to provide some high level sense for what's occurring in the wealth space, another AI epicenter.

https://ccas.tech/2026/01/21/wealthtech/?utm_source=mastodon&utm_medium=jetpack_social

WealthTech: Key themes and opportunities - Carroll Consulting and Advisory Services

Introduction This overview is designed to provide a short overview of the global WealthTech and specifically AdvisorTech landscape, from the private banking led models of Singapore, HK, UAE and Switzerland, to the mass affluent led models of more populous jurisdictions, such as the United States, Canada, UK, Japan or Australia. The Wealth Management or WealthTech

Carroll Consulting and Advisory Services - Deep strategic and operational industry expertise supporting startups, vendors and financial services firms in the information services ecosystem.
CCASJan 18

We take a look at how AI is influencing the multi billion dollar financial / market data desktop. Does Bloomberg retain its dominant position?

How do the dozens of new AI focused startups best position?

https://ccas.tech/2026/01/06/desktop/

CCASJan 17

For those interested in the plumbing of financial markets - data - this is part primer and part overview.

We take a quick look at trends in this space and the types of analysis needed as the markets, and the geopolitical landscape they operate within, evolve.

https://ccas.tech/2026/01/16/shifting-sands/

#marketdata #markets #fintech #altdata

CCASJan 17

Our founder recently left London Stock Exchange Group after 20 years in financial data and markets. Here are some reflections on leadership through that lens

https://ccas.tech/2026/01/01/21st-century-leadership/

#management #corporate #markets