Citywire: The WealthTech Show

Cloud computing will never take off....

When Yaela Shamberg co-founded InvestCloud in 2012, there were people who told her that cloud computing was a passing fad. 10 years later, its digital platforms handle over $6 trillion in client assets. In this week's episode Yaela tells her story and discusses topics such as innovation, digital empathy, and…

8 Apr 2022 40 min

How to create a culture of innovation

As former CIO of Hargreaves Lansdown, David Davies oversaw a major digital overhaul and headed up a team of over 400. He knows exactly what it takes to create the right culture for innovation and new ideas.  Now operating as the founder and CEO of Navos Technologies, Davies can practice…

1 Apr 2022 32 min

DeathTech: A grave matter?

Death doesn't need to be a morbid topic says Sam Grice, CEO of Guardian Angel. In this week's WealthTech Show we discuss the tech that makes it easier to handle death-related admin, while pausing to consider some weird and wonderful suggestions on how to leave a legacy.   This discussion…

25 Mar 2022 23 min

Online lead generation: The good, the bad, and the unverified

Online lead generation is valuable for financial advisers and prospective clients, but it's far from a flawless market. This week, Ian joins forces with colleague and reporter Laura Purkess, to chat with Contact State founder Alain Desmier. Laura has valuable experience here, having delivered scoops for New Model Adviser on…

18 Mar 2022 27 min

PayTech and neobanks: Giving clients what they really want

Thish De Zoysa founded Their Perfect Gift, a prepaid gift card company, after working in insolvency and seeing thousands of pounds of gift card purchases go to waste each year.   In this episode, Thish tells his story in more detail, and shares the lessons that he’s learned about challenger…

11 Mar 2022 25 min

Should the UK become the 'home' of crypto and fintech?

Matt Hancock, MP for West Suffolk and former Secretary of State for Health and Social Care, recently spoke in the Commons about the UK's suitability as a home to FinTech and cryptocurrency innovation. We invited him to The WealthTech Show to get a deeper understanding of what this means. This…

25 Feb 2022 34 min

Driverless cars? Not in my lifetime

Driverless cars are unlikely to appear anytime soon. That's the opinion of Patrick McGinty, an English professor at Slippery Rock University in Pennsylvania, who has written a full syllabus for his students on autonomous vehicles. McGinty's upcoming novel, Test Drive, explores some of the questions provoked by the emergence of…

18 Feb 2022 34 min

Can we really automate investment management?

Can we really automate the role of the investment manager? And if we can, to what extent should we?  In this episode of The WealthTech Show, we speak to Symon Stickney, CEO of Collidr. Symon is confident that Collidr is part of an exciting new wave of investment tech and…

4 Feb 2022 24 min

Is integration still an industry-wide disgrace?

Even in 2022, wealth managers and financial advisers are using poorly integrated technology. It is a problem that creates needless delays and hassle, leaving us with one foot stuck in the twentieth century. This time on The WealthTech Show we speak to Ian Hutchinson and Emma Napier, both part of…

21 Jan 2022 31 min

Is blockchain the future of business and finance?

Lavinia Osbourne, named as a LinkedIn Top Voice in 2021, has quickly become a renowned advocate for blockchain and its potential to create a better and more inclusive platform for financial services.   In this episode, we look at the opportunity to educate ourselves about decentralised finance, as well as…

14 Jan 2022 33 min

Financial inclusion: A business opportunity hiding in plain sight?

Financial inclusion is a little misunderstood. On the surface it's a chance to make advice and wealth more inclusive and friendly, so it gets lumped in with philanthropy. This week we speak to Shan Millie, a member of TechNation's delivery panel, to look at the bigger picture. Sure, financial inclusion…

7 Jan 2022 34 min

A client built us a tech tool. Here’s what we did next

London-based IFA Simon Bullock has spent his career building close connections with clients. Even so, he was a little surprised when one of them presented a tech solution to him, which could help him offer better investment and planning insights. We speak to Simon about what has happened since, and…

10 Dec 2021 27 min

‘A market driven by neckbeard anarcho-capitalists’: The world of NFTs

The money being spent on NFTs is ludicrous. But when you think about it, what’s new? Artist Eric Drass joins The WealthTech Show to discuss parallels between the physical and digital worlds, and what’s driving the demand for non-fungible tokens.   Eric tells us about the NFTs that he’s created…

3 Dec 2021 24 min

Cybersecurity, decentralised finance, and online privacy with Misha Glenny

Award winning journalist and broadcaster Misha Glenny joins The WealthTech Show for a 20-minute chat, following his presentation at the 2021 Wealth Manager Retreat. We touch upon cybercrime, decentralised finance, international relations, and cryptocurrency.     Listen in to hear Misha’s thoughts on Bitcoin becoming a ‘speculative ponzi scheme’, how…

26 Nov 2021 20 min

Future tech, and why it’s different from the Dot-com bubble

We need to distinguish between today’s tech boom and the Dot-com bubble says Gregg Guerin, senior product specialist at First Trust. In this episode of The WealthTech Show, he explains what investors should know about emerging technology trends, while also considering the things we don’t need to know.    We…

19 Nov 2021 47 min

Riding the unicorn: Lessons from next gen tech founders

As an angel investor, mentor, and guest lecturer, Simone Ishikawa has a keen interest in tech start-ups and their founders. In this podcast, she tells us what it takes for ambitious founders to achieve their goals.   We also look at fintech as a force for good, and how new…

12 Nov 2021 41 min

Rates here, rates now: The tech to get your mortgage paid off faster

What makes you pick a mortgage broker? In this episode, Jinesh Vohra explains that lots of people pick someone because they seem nice, rather than doing proper due diligence.     Jinesh, the CEO of recently launched app Sprive, is on a mission to educate and empower the UK public…

5 Nov 2021 34 min

A new era for investor engagement? Have your say at the AGM

Georgia Stewart is the CEO of Tumelo, an investor engagement platform that lets you tell fund managers what they should vote for at company AGMs. In this episode of The Fintech Show, Ian asks if this is the start of a new era for ESG and relations with asset managers. …

15 Oct 2021 17 min

How to build technology we can trust

Automation and artificial intelligence offer exciting opportunities, but how do we harness them properly? In this episode we welcome Clara Durodie, a board member and consultant for international business leaders, who specialises in helping C-suite executives to properly integrate technology. Here, we look at the importance of ethics, and how…

8 Oct 2021 32 min

My role in creating the internet, and what comes next

Roger Camrass has a fascinating place in world history. As part of the team that designed the ARPANET in the 1970s, he is partly responsible for laying the foundations of the internet. In this episode, Ian asks Roger for his thoughts on what the internet has become, and what’s gone…

1 Oct 2021 29 min