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EP918: The mass affluent future of digital wealth management

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Manage episode 507109257 series 3354889
Content provided by IBS Intelligence Podcasts | A Cedar Consulting Unit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IBS Intelligence Podcasts | A Cedar Consulting Unit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ziad Mabsout, Co-Founder & CEO, Vennre

WealthTech has evolved from offering simple portfolio dashboards to full-service, AI-powered advisory platforms that are democratising private market access as a mainstream investment category. This increasing inclusivity is benefitting the world’s HENRYs (high income not rich yet). A mass_affluent audience is being offered solutions that give personalised investment recommendations and onboarding through data-driven platforms. Robin Amlôt of IBS Intelligence speaks to digital wealth management platform Vennre’s Co-Founder and Chief Executive Officer Ziad Mabsout.

  continue reading

919 episodes

Artwork
iconShare
 
Manage episode 507109257 series 3354889
Content provided by IBS Intelligence Podcasts | A Cedar Consulting Unit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IBS Intelligence Podcasts | A Cedar Consulting Unit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ziad Mabsout, Co-Founder & CEO, Vennre

WealthTech has evolved from offering simple portfolio dashboards to full-service, AI-powered advisory platforms that are democratising private market access as a mainstream investment category. This increasing inclusivity is benefitting the world’s HENRYs (high income not rich yet). A mass_affluent audience is being offered solutions that give personalised investment recommendations and onboarding through data-driven platforms. Robin Amlôt of IBS Intelligence speaks to digital wealth management platform Vennre’s Co-Founder and Chief Executive Officer Ziad Mabsout.

  continue reading

919 episodes

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