The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type
Video Interview from The Wealth Mosaic

Geneva WealthTech Forum: The view from the event founder and local Genevan wealth manager

Interview with Jay Oberai, Founder, Synergy Asset Management

Share this resource
company

The global marketplace for wealth managers

View Solution Provider Profile

Connect with The Wealth Mosaic

by The Wealth Mosaic
| 10/09/2019 06:00:00

During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview Jay Oberai, founder of local Geneva multi-family office, Synergy Asset Management, and also founder of the Geneva Wealthtech Forum itself.

In this first video of several with Jay, he gives his view on what was the highlight for him from putting together and running the event.

#geneva #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth

play Video

More from The Wealth Mosaic

What should wealth service providers do to re-position themselves to the mass-affluent?

by The Wealth Mosaic | 24/10/2023 09:30:00

Following our APAC WealthTech Live event, we interviewed CurrencyCloud,’s Sales Lead, APAC, Laura Wilkinson, who talked about the expected growth of millionaires in APAC by more than 70%. However, there is a...

How can wealth service providers harness technology to elevate their platforms?

by The Wealth Mosaic | 11/10/2023 12:00:00

Laura Wilkinson, Sales Lead, APAC, at CurrencyCloud, met with us to talk about how technology can greatly benefit wealth management solutions by automating the processes in the client’s lifecycle. Wilkinson emphasises...

How will wealth management shape up by 2025 and beyond?

by The Wealth Mosaic | 26/09/2023 10:00:00

Following our APAC WealthTech Live event, we interviewed leads from CurrencyCloud about the evolution of the wealth management industry in APAC. In this video, James Teodorini, Head of New Business Sales,...

How has wealth management evolved and why WealthTech is such a hot topic?

by The Wealth Mosaic | 14/09/2023 09:00:00

While in APAC, we interviewed members of CurrencyCloud on the growth and use of technology in APAC’s wealth management industry. In this video interview, we talk to Head of New Business...

Connect with The Wealth Mosaic

Send

Thanks for connecting with The Wealth Mosaic

We will inform The Wealth Mosaic of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider