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The Wealth Mosaic

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  • SS&C Advent: Outsourcing in wealth management (Part 1)
    SS&C Advent: Outsourcing in wealth management (Part 1)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jan 31 2019 3 mins
    We spoke to James Janisch, Solutions Consultant for SS&C Advent in EMEA, on the topic of outsourcing in wealth management.

    James gave his views on:

    - The current state of outsourcing solutions in wealth management
    - The current trend in the adoption of outsourcing solutions in wealth management
    - The factors that are driving growth in the adoption of outsourcing solutions
    - The factors that determine why a wealth manager might outsource

    Thank you again to James for sharing his time, views and experience with us.

    #wealthknowledge #wealthopinions #wealthsolutions #wealthtech #wealthischanging #dedicatedtowealth
  • Opus Una: On disruption in the wealth management sector
    Opus Una: On disruption in the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jan 30 2019 9 mins
    Welcome to our video interview with Sharmil Patwa, Founder of London-headquartered wealth management consulting firm, Opus Una.

    In this video, Sharmil shares his views on disruption in the wealth management sector, considering:

    - Where most of the thinking is focused when it comes to the topic of disruption in the wealth management sector
    - Where Opus Una sees the opportunity for disruption
    - What issues sit behind this disruption opportunity
    - Which conditions he sees supporting the need for disruption in wealth management
    - Where he sees the opportunity for disruption in wealth management

    Thank you again to Sharmil for his time and for sharing his views and insights with us.

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