Citywire Citywire: The WealthTech Show

Citywire: The WealthTech Show

They say that money changes everything. Well, so does technology. In this podcast, The WealthTech Show, we speak to the ground-breaking pioneers who are using tech tools and trends to shape the future of investing and financial planning.

With new solutions and trends popping up at a mind-boggling rate, we explore what this means for our everyday lives, as well as the wealth management and financial advice industries. Welcome to The WealthTech Show.
Occasionally English South Africa Business · Investing
48 Episodes
1 – 20

WealthTech Show yearly wrap-up

In the last ever episode of the Wealthtech Show, we bring you some highlights from our favourite 2022 episodes. In this clip you hear Yaela Shamberg talk about how her and her team at InvestCloud tried to buy the domain name ‘iCloud’ from a stubborn anonymous owner. Listen to the…
9 Dec 2022 35 min

How to break into the wealthtech market

For those without huge backing or a long-established entrepreneurial brand, breaking into the wealthtech market is a monumental task. In this week's episode, we speak to Anton Padmasiri and Shri Krishansen of WealthOS, who are trying to do just that. There are many obstacles to overcome for wealthtech startups. Funding,…
9 Sep 2022 49 min

Will wearable payments replace bank cards?

Terrie Smith, who led the development of the technology behind Google Pay and Apple Pay, joins us to discuss the evolution of wearable payments. Terrie believes that, in time, most of us will ditch our bank cards in favour of using digitally enabled jewellery, keyrings, or clothing. Terrie also discusses…
26 Aug 2022 32 min

Why the pensions dashboard is big news for UK personal finance

Several pension schemes have expressed dismay at the 2024 launch date for the pensions dashboard, but why? In this episode, Jonathan Hawkins from Bravura explains that schemes have no excuses for not having their data ready, and also outlines that opacity has been in the best interests of those offering…
19 Aug 2022 25 min

'I declare a recession': Thoughts on a dismal year for tech stocks

It's been a testing year for tech investors. To give this comment some context, take note that the Nasdaq 100 is down almost 20% this year, due largely to the slashed valuations in big tech. Tech start-ups are not immune from the downturn either, with closer scrutiny being applied to…
12 Aug 2022 35 min

'The frontier of innovation': How fintech is changing our financial lives

Fintech is changing the way we engage with money. For those of us in financial services, it's also changing our careers. In this week's WealthTech Show, Mary Agbesanwa, fintech growth lead at Seccl and founder of the 'Now You're Talking' networking group, discusses the impact of embedded finance and the…
5 Aug 2022 28 min

Better tech makes for better business

It really is as simple as that. In this episode intelliflo CEO Nick Eatock explains why tech savvy financial advisers outperform their peers by a country mile. Using intelliflo’s eAdviser Index, he makes it clear that great use of tech equals more clients, more revenue, and more profit. Eatock speaks…
22 Jul 2022 35 min

Walk the talk: Why fintech recruiters should think outside the box

Ever seen those laughable job ads that offer entry-level salaries in return for a minimum of five years’ experience? Well, the fintech industry isn’t quite so bad, but there is a bottleneck of talent. It’s caused in part by employers focusing on the most qualified, and by high barriers to…
15 Jul 2022 35 min

Is asset management tech up to scratch?

Asset managers oversee more than $100 trillion globally, but is the technology behind their propositions fit for purpose? Lorelei Skillman, chief communications officer for investment management platform Enfusion, flies in from New York to share her thoughts. You would expect an industry that manages trillions to be at the cutting…
8 Jul 2022 20 min

Can tech help with the cost-of-living crisis?

The UK is currently at the mercy of rising inflation, rents, household bills and taxes. Is there anything that technology can do to make peoples' financial situations more promising? In this episode we welcome Myron Jobson, senior personal finance analyst at Interactive Investor. We outline the situation at hand, while…
24 Jun 2022 33 min

Crypto culture, regulation, and a winter in June

Who'd have thought that digital assets, built on cryptographic algorithms, would attract 'crypto-bros' and 'to the moon' memecoins? In this episode, Katharine Wooller, managing director at crypto wealth platform Dacxi, discusses the culture of crypto and the impact on its potential adoption by regulated wealth and advice companies. We also…
17 Jun 2022 45 min

Meeting client demand for cryptocurrencies

According to a Bitwise/ETF Trends 2022 survey, 94% of American financial advisers have recently been asked by clients about cryptocurrencies. This has created a gap in the market for providers, albeit one that carries unique and considerable risks. In this episode, Ben Cruikshank explains how he and his team at…
10 Jun 2022 47 min

Can AI make our investments more sustainable?

Impact and ESG investing requires nuance and dedication, but technology can help make the whole process more manageable. In this episode, Darshita Gillies, CEO and founder of Maanch, explains how artificial intelligence is making it easier for fund managers and investors to understand what’s happening at the companies they invest…
27 May 2022 37 min

Making sense of a world in transition

The WealthTech Show is all about what’s new and what’s changing. So too is Chris Marshall, host of the ‘Transitional Matters’ podcast and head of investment strategy at Dragon Investment Managers. In a conversation that spans the fourth industrial revolution, tech megatrends, and cryptoassets, Chris gives a multi-disciplinary account of…
20 May 2022 48 min

The scams that rocked crypto

Scams, hacks, and outright fraud have grabbed the headlines in the early days of crypto. Erica Stanford, author of Crypto Wars, joins The WealthTech Show this week to tell us all about them. Despite Erica's knowledge of the dark side of decentralised finance, she's also an enthusiast and founded the…
13 May 2022 47 min

Compliance, data migrations, and lessons learned from online wine investing

Good financial advice compliance is rarely front-page news, but It doesn't have to be boring. This week, Cathi Harrison explains how tech can give us greater confidence in our systems and processes. Are we misunderstanding what technology is adding to our compliance? And are the mergers and acquisitions in the…
6 May 2022 28 min

Investment platforms: Reflections on a record year

Bella Caridade-Ferreira, CEO of Fundscape, is a leading figure in the UK investment platform market. In this week’s episode she explains why 2021 was a record year for inflows, despite a year dogged by a pandemic and lockdown. In this discussion, co-hosted by Citywire’s Chloe Meley, we cover the ins…
29 Apr 2022 42 min

Crypto, Gen Z, and millennial financial planning: A blueprint

As a teenager, Zechariah Schaefer made a six-figure return on an Ethereum investment which opened his eyes to the importance of financial planning for crypto holders. He now offers an advice service, based in Virginia, that is targeted at Gen Z and millennial clients. By focusing on an underserved market…
22 Apr 2022 37 min

Web3 and the future of work

Internet pioneer Roger Camrass returns to the WealthTech Show, to talk about the Web3, the evolution of technology, and how it will overhaul our working lives. According to Roger, we are approaching the dawn of the digital artisan, and nearing a time when people will spend their working lives in…
19 Apr 2022 38 min
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