As former CIO of Hargreaves Lansdown, David Davies oversaw a major digital overhaul and headed up a team of over 400. He knows exactly what it takes to create the right culture for innovation and new ideas. 

Now operating as the founder and CEO of Navos Technologies, Davies can practice exactly what he preaches. In this episode of The WealthTech Show, he discusses how to structure your organisation for success, and offers his thoughts on the notion of someone in their 20s eventually joining the board at Navos.  

Death doesn't need to be a morbid topic says Sam Grice, CEO of Guardian Angel. In this week's WealthTech Show we discuss the tech that makes it easier to handle death-related admin, while pausing to consider some weird and wonderful suggestions on how to leave a legacy.  

This discussion raises interesting questions, not just around tech but also around life planning. Are you prepared, in a practical sense, for your own death? And who, if anyone, will be able to access to your cryptocurrency and social media pages?  

Online lead generation is valuable for financial advisers and prospective clients, but it's far from a flawless market. This week, Ian joins forces with colleague and reporter Laura Purkess, to chat with Contact State founder Alain Desmier.

Laura has valuable experience here, having delivered scoops for New Model Adviser on murky practices in lead gen. Alain, meanwhile, devotes his career to helping companies and individuals use lead generation sites with confidence. Here, we separate the good from the bad, and try to make sense of the sites that connect people with professionals.

Thish De Zoysa founded Their Perfect Gift, a prepaid gift card company, after working in insolvency and seeing thousands of pounds of gift card purchases go to waste each year.  

In this episode, Thish tells his story in more detail, and shares the lessons that he’s learned about challenger banks, neobanks, and online payment innovations. The message is simple: technology is helping clients to access services that meet their own specific needs. If you run a financial advice or wealth business, you’d do well to be aware of what’s happening.  

Matt Hancock, MP for West Suffolk and former Secretary of State for Health and Social Care, recently spoke in the Commons about the UK's suitability as a home to FinTech and cryptocurrency innovation. We invited him to The WealthTech Show to get a deeper understanding of what this means.

This podcast covers individual rights to crypto ownership, the future of Web3, and the regulatory shifts that appear to have encouraged major investment in UK FinTech. Do people really understand cryptocurrencies? Can the big tech firms be effectively regulated? We discuss all of this and more.

Driverless cars are unlikely to appear anytime soon. That's the opinion of Patrick McGinty, an English professor at Slippery Rock University in Pennsylvania, who has written a full syllabus for his students on autonomous vehicles.

McGinty's upcoming novel, Test Drive, explores some of the questions provoked by the emergence of autonomous vehicles, while prompting us to wonder if they are genuinely a good thing. Besides offering his take on the auto sector, McGinty also explains a soul-searching journey to crypto-scepticism, which he has written about previously in his article Everywhere in Blockchains.

David Curtis, head of global client business at BondIT, is using AI and advanced technologies to gain an advantage in fixed income investing. In this episode, he explains how his growth stage fintech company is managing roughly $500 billion of client money, and identifying the emergence of credit spreads before the rest of the market can cotton on.  

This appears to be serious bond market innovation. Beyond this, Curtis offers his take on why tech talent is shunning financial services despite the spending power of the banking and asset management giants. For those who invest in credit, and even for those who don’t, there is plenty you can take from Curtis’s musings.  

Can we really automate the role of the investment manager? And if we can, to what extent should we? 

In this episode of The WealthTech Show, we speak to Symon Stickney, CEO of Collidr. Symon is confident that Collidr is part of an exciting new wave of investment tech and says it’s ‘undeniable’ that AI and automation will eventually take over as the primary way in which portfolio management solutions are delivered. 

Whether you agree or not, this is a fascinating listen for any investor, professional or otherwise.  

Technology can enable bespoke services at serious scale, and this is a huge development. Algbras' Ramsey El Dabbagh explains what this means for banking, and how FinTechs and neo-banks will help reach markets that have been historically overlooked by established players. "It's not just banking," he says. "It's a movement."