WealthTech Talks: In conversation with Unblu

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO from Switzerland-headquartered Unblu. Through the interview with Luc, we will focus on understanding first of all (and in brief) the background and origins of Unblu, before focusing on their business today, their solution offering to the wealth management sector and the types of clients Unblu works with and what they do for them. We’ll highlight Unblu’s views on the various drivers influencing and shaping the wealth management sector in general and specifically focus on client engagement and management. Finally, the WealthTech Talk will cover where the market is moving both now and into the future and what needs to happen for wealth managers to survive and thrive into the future. In more detail, we will speak to Luc: • The origins and developments of the Unblu business since its founding • The firm’s current solution offering to the wealth management sector • The firm’s value proposition to the sector and what differentiates it from others • The type of clients the firm serves in the wealth management sector and where • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating • How Unblu sees the future of the wealth management sector We look forward to our discussion with Luc on July 14th at 3pm UK time and learning more about Unblu and its role in the wealth management sector.
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