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The Wealth Mosaic

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  • Orbium: A status update on compliance and regulation in wealth management(pt.1)
    Orbium: A status update on compliance and regulation in wealth management(pt.1)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 11 2019 7 mins
    Welcome to the first part of our three-part video interview series with Adam D. Wisniewski, Senior Manager at Zurich-headquartered financial services management and technology consulting firm Orbium. In this first video, Adam provides us with a status update on compliance and regulation in wealth management, specifically covering:

    - A general status update on regulation in and around financial services and wealth management
    - What the main trends are that he is seeing now in the regulatory environment
    - What he would highlight as the wealth management industry’s current compliance challenges
    - And what he would highlight as the industry’s current opportunities from compliance

    Thank you again to Adam for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #private banking #wealthtechnology #wealthtech, #regtech, #regulatorytechnology, #businessneeds, #digitalwealth, #compliance #regulation #wealthischanging #wealthsolutions #wealthinterviews #wealththinking
  • Unblu: An introduction to the business
    Unblu: An introduction to the business
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 8 2019 6 mins
    Welcome to the first of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, unblu. In this video, Chief Operating Officer Jens Rabe talks us through:

    - A brief background introduction to the business
    - How the firm has evolved since its formation
    - How the firm looks today in terms of staff, locations and skills
    - What types of wealth management firms and in which geographies the firm works
    - The firm's value proposition to clients
    - What the firm is working on now to develop its business
    - What the the firm sees as the lead challenges and opportunities for wealth management firms

    Thank you again to Jens for his time and insights and for his colleagues Danny Baggs and Javier Puga for supporting and organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt #privatebanking #clientengagement #clientexperience #digitalisation, #digitalwealth, #conversationalbanking
  • Five questions on technology trends in the wealth management sector
    Five questions on technology trends in the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 8 2019 5 mins
    We interviewed Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this video, Michael talked to us about the main technology trends he sees in and around the wealth management sector, including:

    - What he sees as the leading technology trends now in the wealth management industry
    - Where he sees the wealth management sector in its engagement with these trends
    - What lessons he believes the industry needs to learn to better respond to these new trends
    - What he sees as the main benefits for firms that engage with new technologies and ways of doing business
    - Whether he sees these technology trends and developments as relevant to just the biggest firms or can smaller players also participate

    Thank you again to Michael for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #digitalwealth #wealthsolutions #roboadvice #wealththinking #wealthmustadapt #privatebanking #clientengagement #financialinclusion
  • Key concerns for the C-Suite, innovation and disruption in wealth management
    Key concerns for the C-Suite, innovation and disruption in wealth management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 7 2019 7 mins
    We once again were very pleased to sit down with James Goad, Co-Managing Director from our partner, Owen James. In this video interview, James gave us his views on the key concerns facing the wealth management C-Suite and his opinion on aspects of innovation and disruption in the sector.

    Specifically, James ran us through:

    - What he sees as the main issues keeping the wealth management C-Suite up at night
    - Why the wealth management sector is behind the curve on innovation and change
    - What factors he feels will make the industry become more innovative
    - Who he believes will be the biggest disruptors in and around the wealth management sector
    - Where he feels these trends and developments are taking the industry

    Thank you once again to James for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #privatebanking #financialadvice #wealthtechnology #wealthtech #digitalisation #change #disruption #innovation #wealthischanging #digitalwealth #wealthsolutions #wealthmustadapt
  • Fenergo: An introduction to the business and solution offering
    Fenergo: An introduction to the business and solution offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 7 2019 6 mins
    Welcome to the first part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this first video, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

    - A brief introduction to the business
    - An overview of the Fenergo solution offering
    - The strengths of the offering and how it benefits clients
    - The main use cases and outcomes for a wealth management firm
    - How clients typically access, engage and deploy the solution

    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....

    #wealthmanagement #private banking #wealthtechnology #wealthtech #clientlifecyclemanagement, #clientonboarding, #digitalwealth, #compliance #regulation #wealthischanging #wealthsolutions #wealthinterviews #wealththinking
  • Nummo: Highlights from Nummo's Robo Ranking 2019 report
    Nummo: Highlights from Nummo's Robo Ranking 2019 report
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Mar 5 2019 6 mins
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. We spoke to Roi in this first interview about the firm's recent Robo Ranking 2019 report. Roi talked to us about:

    - A brief introduction to the report
    - How many robo firms the report looked at
    - What lessons were learned that should be passed onto the average retail investor
    - What lessons other robo advisors could learn from those firms included in the report

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Adviscent: An introduction to Adviscent with its founder, Thomas Bosshard
    Adviscent: An introduction to Adviscent with its founder, Thomas Bosshard
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Feb 27 2019 3 mins
    We interviewed Thomas Bosshard, founder of Zurich-based technology firm Adviscent.

    In this video interview, Thomas gave us a quick introduction to:

    - A brief introduction to the Adviscent and how the firm has evolved since its formation
    - The focus of the firm and why it has been selected by existing clients
    - What developments the firm is looking at next in terms of clients and product

    Thank you to Thomas for his time.
  • Indigita: The challenges and complexities of cross-border wealth management
    Indigita: The challenges and complexities of cross-border wealth management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Feb 26 2019 3 mins
    Welcome to the third and final part of our video interview with Swiss-based cross-border RegTech firm indigita. In this third video, Managing Director Marie Arya-Gillioz provides us with:

    - Some of the challenges and complexities that wealth managers now face in serving their clients across borders
    - What the risks of non-compliance are for wealth managers in serving clients across borders
    - How indigita supports the business needs of wealth managers in serving clients across borders

    Thank you again to Marie and her colleagues for sharing their time and providing this overview.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #regtech #crossborderwealth #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt
  • IMVS: More about how the firm works and the service model for clients
    IMVS: More about how the firm works and the service model for clients
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Feb 20 2019 5 mins
    Welcome to the third part of our video interview with Birmingham, UK-based wealth management technology provider, IMVS. This video is with Director, Gary Rusby.

    In this third segment, Gary provides us with:

    - How IMVS wants to work with its clients
    - How the service model works for clients
    - The pricing structure and options for clients

    Thank you to Gary for his time and sharing this overview with us.

    #wealthmanagement #wealthtech #discretionarywealth #wealthischanging #wealthsolutions #wealthinterviews #wealththinking
  • Indigita: An introduction to the solution offering
    Indigita: An introduction to the solution offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Feb 12 2019 4 mins
    Welcome to the second part of our video interview with Swiss-based cross-border RegTech firm indigita. In this second video, Managing Directors Benoit Hailly and Marie Arya-Gillioz provide us with:

    - A brief introduction to the firm's solution offerings
    - The types of wealth management firms where the firm's solution offerings fit
    - Details on where and how the solutions have been deployed?

    Thank you again to Benoit, Marie and their colleagues for sharing their time and providing this overview.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #regtech #crossborderwealth #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt

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