In this episode, our founder Stephen Wall is in conversation with Anthony Montufar, Chief Digital and Client Experience Officer at Equitable Advisors. Stephen and Anthony discuss driving access to financial advice, bringing clients in on technological transformations, and Anthony's predictions for how the US wealth market is set to change in the years to come.

In this episode, we're considering client-centric operating models and client lifecycle management with Rabih Ramadi, Co-Founder and CEO of Avantos.

Speaking with Stephen Wall, founder of The Wealth Mosaic, Rabih discusses the modernisation of wealth management technology, how artificial intelligence can work as an operational enabler, industry transformation, changing client expectations, and Avantos's growth strategy and future plans.

We hope you enjoy the podcast!

Welcome to the latest episode of The Wealth Mosaic in Conversation.

For this episode, we’ve returned to Sorrento for more conversations from Objectway’s client conference earlier this year.

Our founder Stephen Wall spoke with self-described “banker in recovery” Leda Glyptis, who chaired the conference, along with Alexander Cassar, Objectway’s CEO UK.

Leda and Sandro reflected on the key takeaways from the Sorrento event, including the barriers which prevent firms from scaling successfully, and why company-wide transformation sometimes includes burning your ships.

We hope you enjoy the podcast.

In the latest episode of The Wealth Mosaic in Conversation, Stephen Wall speaks to Luigi Marciano, CEO of Objectway — a leading digital end-to-end “Solution-as-a-Service” provider for wealth managers, banks, and asset managers, and a long-time member of The Wealth Mosaic community.

He’s joined by Luigi Sbrozzi, Partner, Financial Services at Cinven, which since August 2025 is the majorityinvestor in Objectway.

The episode was recorded in Sorrento during Objectway’s client conference, OWIN26.

Stephen and the two Luigis discussed Objectway’s history and its key milestones since its founding, why Cinven invested, the next priorities for growth, and the overalltheme of this year’s client conference event — innovation built to scale.

Welcome to the latest episode of The Wealth Mosaic in Conversation.

In this episode, Stephen Wall was in conversation with NickRice, a director at Brunswick Group in New York. He is the co-author, with Rudin Group CEO April Rudin, of the book Wealth Management with a Difference, which was published recently.

Nick tells Stephen why and how he and April wrote the bookand the themes it explores, including the challenges of engaging next-generation clients, how relationship-building in wealth management is changing, and how to encourage technology adoption among front-office users.

In the third episode of The Wealth Mosaic in Conversation, our founder Stephen Wall speaks to Charles Smith, Partner, Wealth & Asset Management Consulting, at EY.

EY was The Wealth Mosaic's co-host for our recent US WealthTech Vendor Forum and WealthTech 2026 events, which took place at the firm's US headquarters in New York.

Stephen caught up with Charles shortly afterwards to discuss his career in wealth management, the EY Founders' Circle, the changing needs of wealth clients, understanding the best use-cases for AI, and how firms are fixing roadblocks to their transformations including data, inertia, and culture.

In the second episode of The Wealth Mosaic in Conversation, our founder Stephen Wall speaks to Ian Karnell, Founder and CEO of VastAdvisor.

VastAdvisor is the Governed AI Growth Operating System for wealth management firms and enterprises, designed to transform how advisors and enterprises acquire clients.

To find out more, visit VastAdvisor's page on The Wealth Mosaic here.

For the first episode of The Wealth Mosaic in Conversation, we wanted you to hear from the people behind The Wealth Mosaic, as we discuss the changing landscape of wealth management, how The Wealth Mosaic is changing with it, and why we wanted to add this podcast to our expanding content mix.

Hosted by our editor Douglas Thomson, for this first episode The Wealth Mosaic is in Conversation with:

• Stephen Wall, Founder of The Wealth Mosaic
• Mungo Hamlet, Managing Director of The Wealth Mosaic
• Michael Partnow, Strategic Advisor for The Wealth Mosaic

We hope you enjoy the programme!