Our expert host Nadine Timmer-Bodenstein is joined by some great guests to discuss how wealth management continues to provide value to the estimated 15 million High Net Worth Individuals around the world.
It’s a small market, but a highly valuable one, and as wealth services become more democratised, and more mass market solutions are rolled out, we discuss how wealth management can continue creating value to younger HNWIs with ever-changing needs.
What do high net worth individuals expect from their financial services?
What challenges do they face?
And does mo' money really mean mo' problems?
This week's guests include:
- Will Jones, Chief Design and Product Officer at 11:FS
- Daniel Gold, CEO and Founder of Stratiphy
- Giles Hutson, CEO of Insignis Cash
- Alexandra Loydon, Private Client Director at St. James's Place
Highlights from this episode:
- Who is a High Net Worth Individual? (05:30)
- A different risk appetite and a larger capacity to invest (11:50)
- How people find wealth affects what they need (14:40)
- Serving both established and newer clients (19:46)
- How has WealthTech changed the products and services on offer? (24:05)
- Translating client need into good product design (28:26)
- People want automation (31:45)
- Can digital wealth management be rolled out to mass market (35:30)
- The biggest trend or innovation in wealth management (39:30)
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Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.
Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry.
Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL.
Whether you’re already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you.
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Fintech Insider Podcast by 11:FS