David Newman, the CEO of Firenze, and your host, Thomas Spencer, sat down to unpick the learnings from a two time founder and active angel investor.

David shared his story of transitioning from a corporate, client-facing role in private banking to his current position as the Founder of a SaaS solving a proposition challenge for non-bank wealth managers.

During this episode, David explained how Lombard lending could change how investors and wealth managers operate within the financial sector, suggesting that it provides flexible, cost-effective lending solutions that are otherwise inaccessible.  

David also shared his insights as a former Angel Investor, giving advice to other founders who are looking to secure investment opportunities for their companies.  

Listen in to discover more about atypical avenues within the wealth management space.  

The Executives in Wealth Management podcast is brought to you by Signia Search & Selection, a leading executive search firm specialising in sourcing exceptional leaders in the financial space.   

To learn more, follow the link below: Signia Search & Selection