Voice of FinTech®
Trailer
Bonus
Episode 329
Season 6
Wealth management for ladies with Karen Wendt from the Swiss FinTech Ladies and Mahnoosh Mirghaemi, CEO of Colivar
- Mahnoosh, how are you today? Can you tell us about your entrepreneurial journey?
- What is Colivar? What is the problem you are trying to solve? What is the SFTL, and how is it connected to Colivar?
- What is Colivar's unique advantage?
- Tell us about the SFTL activities and events
- What’s your view on leveraging AI in Wealth Management, and what kind of AI?
- Wealth Management and Private Banking require increasingly high minimum scales to be viable. How do start-ups fit into this?
- Robo advisers had a lot of promise, but not many survived as standalone businesses. What is your view on this?
- What works for HNWI and UHNWI as opposed to retail and affluent clients?
- Where are you on your journey regarding product development, geographic reach, funding, and hiring?
- What are the next steps for you this year and beyond? Customers, incumbents as partners, investors?
- Where can interested parties reach Karen and Mahnoosh: SFTL and Colivar, respectively.