Citywire: The WealthTech Show

How to spot the future winners of fintech

Fintech startups are not in short supply, and for every success story there are countless tales of near misses and abject failures. So how, as an investor, can you identify growing companies that will be the future stars of fintech?    In this episode Ian speaks to Tim Levene, CEO…

6 Jul 2021 36 min

Financial inclusion, accessibility and incubators

In this episode Ian speaks to award winning fintech innovation and strategy expert Kate Bohn. Drawing upon Kate’s experience in banking, and in promoting financial inclusion and accessibility, they discuss how to make finance more approachable for those who are excluded, while also delving into Kate’s experience of working with…

1 Jul 2021 34 min

Disruption and Diversity – Can tech create a more inclusive future?

For our season finale, Dr Bijna Kotak Dasani MBE, an executive director at Morgan Stanley, joins Ian for a conversation on how technology is shaping the diversity and inclusion profile of financial services. Research shows that many groups are underrepresented in technology and finance, and also that technology might be…

30 Apr 2021 43 min

The gamification of behavioural finance

Behavioural finance has taken the financial planning world by storm. As advisers strive to better understand their clients, behavioural finance is helping uncover their true attitudes towards money, risk and financial goals. In this episode Ian chats with Neil Bage, director of behavioural insight at Be-IQ, to look at how…

30 Apr 2021 29 min

The financial adviser with 2,000 clients

David Stamp is a financial adviser with a difference. Not content with the inefficiencies involved in the advice process, he hired a tech team and spent over a decade automating and refining as much of the advice process as he could. The result? 2,000 clients on his book, and younger…

30 Apr 2021 23 min

Can technology make sustainable investing easier?

Is technology making it easier to invest sustainably? In this podcast, Ian catches up with Gavin Francis, managing director of Worthstone, to ask how he’s helping advisers and wealth managers to assess funds and fund managers on their ESG and impact credentials. While Gavin’s elevator pitch belongs in the Burj…

30 Apr 2021 23 min

What next for advice and wealth tech?

The lockdown made advisers and wealth managers think twice about their tech stack, so in this episode, Ian invites NextWealth’s managing director Heather Hopkins to offer her take on the next advancements in advice and wealth tech. While the episode was recorded on Groundhog Day, this conversation helps outline why…

30 Apr 2021 21 min

Is it time to recommend cryptocurrency?

Institutional money has been rolling into cryptocurrency, so for episode one of the Tech Travels podcast, Ian speaks to James Butterfill, investment strategist at CoinShares. Most advisers and wealth managers will have discussed cryptocurrency with at least one client, so here we attempt to demystify an asset class that understandably…

30 Apr 2021 29 min