The latest episode of our podcast The Wealth Mosaic in Conversation is out now! In this episode, our founder Stephen Wall spoke to Anthony Montufar, Head of Digital and Client Experience at Equitable Advisors.
Anthony discusses driving access to financial advice, bringing clients in on technological transformations, and his predictions for how the US wealth market is set to change in the years to come.
Future episodes
Future episodes will include The Wealth Mosaic in Conversation with:
- David Navama, Founder & CEO of Storyline
- Kurt Vanhee, CEO Continental Europe of Objectway, speaking with Thomas De Nil of vdk Bank and Karl De Borger of KBC Securities Services
Where can I listen?
As well as listening through the video below, The Wealth Mosaic in Conversation is available on Spotify and YouTube. You can find links to them all here.
Follow The Wealth Mosaic to stay informed about upcoming guests, episode releases, and the latest conversations from across the global wealth management ecosystem.
Past episodes
If you want to check out our podcast back catalogue, previous episodes are available on our Spotify, YouTube, and Apple Podcast feeds. You can also access them on our website here:
- 1. Introducing The Wealth Mosaic in Conversation – available here.
- 2. With VastAdvisor’s Ian Karnell – available here.
- 3. With EY’s Charles Smith – available here
- 4. With Nick Rice, co-author of “Wealth Management with a Difference” – available here
- 5. With Objectway’s Luigi Marciano and Cinven’s Luigi Sbrozzi – available here.
- 6. With OWIN26 chair Leda Glyptis and Objectway’s Alexander Cassar – available here.
- 7. With Rabih Ramadi, Co-Founder and CEO of Avantos – available here
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
