The global wealth management industry is going through a period of dramatic change. Driven by technological and regulatory changes, all wealth management firms need to ensure their systems, products and processes are robust and fit for purpose to meet increasing clients expectations as well as other key stakeholders. It is in light of these changes, and the increased complexity around the sector, that The Wealth Mosaic now exists as a resource to help wealth managers of all forms to better understand their market, identify and find suitable solutions, and to ultimately make better, faster and more efficient decisions with regard to the needs of their businesses and, more importantly, their clients.
The Wealth Mosaic aims to become the definitive information and knowledge resource for the global wealth management industry, helping wealth managers discover, understand and engage efficiently and effectively with solution providers that can help them build and grow their businesses in an everchanging marketplace.
The Wealth Mosaic aims to empower the sector by making available to all forms of wealth managers a comprehensive and detailed directory of solutions and knowledge that fits their business needs. Through these resources, we aim to support wealth managers in better understanding the changing world around them, the wide range of options available to their business, and accessing the knowledge they need to become better businesses.
Within that broad focus, we make several long-term commitments:
Stephen has over a decade’s experience as a research analyst focused on broad aspects of the global wealth management sector. In a world where tradition and stability once ruled, Stephen has watched as the sector has shifted to one where change is starting to become more commonplace. But, due to the continuing clash of traditional and future thinking, Stephen believes the industry lacks access to dedicated, comprehensive and accessible knowledge resources, hence the idea and drive to create The Wealth Mosaic.
Co-Founder, Head of Marketplace & Content
Simon has worked in investment banking and corporate finance for nearly 20 years and from this has a strong insight into opportunities and challenges currently facing the market participants in wealth management. Simon started his career in leveraged finance and moved into corporate finance advisory where he helped companies raise debt and equity capital as well as provided strategic advice for fast-growing businesses and start-ups. Simon has helped a number of innovative new businesses launch and grow and has seen first-hand the disruption to the financial services sector as established players are impacted by legacy costs, increased regulation, new entrants and better technologies.
Co-Founder, Head of Sales & Strategy