The Wealth Mosaic is excited to announce the release of its latest WealthTech Views Report: How Distributed Ledger Technology & Blockchain are shaping the future of wealth & asset management. The report was created in partnership with Dr Efi Pylarinou, the Fintech global influencer and thought leader, and includes views from 2 thought leaders and 10 solution providers from across the globe; Ark Invest, the Multichain Asset Managers Association (‘MAMA’), area2invest, Chainalysis, Consensys, CrescoFin, DSENT, FiCAS, FundsDLT, Lykke, SEBA Bank, and Securrency.
The report was created because the wealth and asset management sector continues to face challenges due to the unstoppable digitalization that is threatening traditional business models in finance. All the 4th Industrial Revolution (‘4IR’) technologies (e.g. Machine learning, Artificial Intelligence, Chatbots, Big Data analytics, APIs and Blockchain) are threats but also present opportunities to wealth and asset managers and are being integrated, adopted, or piloted. The genuinely disruptive one, however, is clearly Blockchain, as it has the potential to fundamentally change wealth and asset management, both by replacing the infrastructure in the management of existing asset classes and as the backbone for new alternative assets.
As this is our first report on this topic it is by no means covering all the activity in the area as the space is evolving fast, with some subsectors maturing (e.g. custody), and other nascent ones emerging (e.g. DeFi – Decentralized Finance). Given the level of innovation in this area we therefore plan to publish updates and/or sequels to this report on an on-going basis and will make this an annual WealthTech Views report for the sector.
“The Wealth Mosaic is very excited to publish this report in partnership with Dr Efi Pylarinou as DLT and Blockchain has moved from being a fringe technology in wealth and asset management to something that is going to have a significant impact on the sector. As you will read in our inaugural report on this topic, its impact is not just predicated on how cryptocurrencies are becoming more common in investors’ portfolios, but also its application in how assets can be invested in, traded and managed, through innovations such as tokenisation. It is clear we are only at the beginning of this innovation and we will be covering its development each year from now on”, said Simon Ramery, Co-Founder and Director at The Wealth Mosaic
"Building bridges between the old and the new world has always been my focus. This used to involve mainly incumbent financial providers and innovative fintechs. It is clear by now, that Blockchain for finance is part of the new world. I am very excited to publish this report in partnership with the global knowledge hub, The Wealth Mosaic. This is an ecosystem effort to showcase a genuinely transformative trend underway. In this first edition, we cover a variety of cases that show Blockchain`s transformational impact in wealth and asset management." said Dr. Efi Pylarinou, Founder of Efi Pylarinou Advisory.
Click the image below to access the full report.
We would like to thank all of the below for their contributions to the report:
- Yassine Elmandjra from ARK Invest
- Mona El Isa from Multichain Asset Managers Association (‘MAMA’)
- Stefan Schwitter from SEBA Bank
- Olivier Portenseigne from FundsDLT
- Philip Gradwell from Chainalysis
- Lex Sokolin from Consensys
- Felix Simon from DSENT
- Dan Doney from Securrency
- Max J. Heinzle from area2invest
- Richard Olsen from Lykke
- Ali Mizani Oskui from FiCAS
- Robert Sharratt from CrescoFin
About The Wealth Mosaic
The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is a building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work.
About Dr Efi Pylarinou
Dr. Efi Pylarinou, is a global influencer and a recognized thought leader in Finance and Blockchain based in Switzerland. A seasoned Wall Street professional with a Ph.D. in Finance. She has over 184,000+ followers on Linkedin, she is the No.1 female global Finance influencer, by Refinitiv Global Social Media 2019 & 2020. She is the author of Wiley Fixed income books with Frank Fabozzi and a contributing author of the 2018 WealthTech book by Wiley and 2019 `4IR; Reinventing a Nation book`; and `Theories of Change` by Springer, Oct 2020. An international speaker and innovation writer. Efi is the founder of Efi Pylarinou Advisory, offering digital content services from a domain expert and business advisory services.
For more information, please contact:
The Wealth Mosaic
+44 7500 873 833