Challenges, Rumblings and Evolution of the Wealth Management Industry
We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.
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German has been helping banks innovate in their digital service offering since before they even understood the need for clients to have access to their accounts online.
Niche Financial Advisory – Mauro Cognetta
- Alejandra Slatapolsky |
- January 5, 2021|
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Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment…
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Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not…
The ESG Trailblazer
- Alejandra Slatapolsky |
- November 25, 2020|
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The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.…
Trading is about FOMO (Fear of Missing Out)
- Alejandra Slatapolsky |
- November 7, 2020|
Podcast: Play in new window | Download (38.8MB)
Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that…
Recipes for Innovation in Wealth Management
- Alejandra Slatapolsky |
- October 21, 2020|
Podcast: Play in new window | Download (45.7MB)
From Marcus Bank by Goldman Sachs to El Corte Ingles, we examine with Rafael Febres what innovative organizations have in common. How do they behave? How do you manage change? What is the best combination of team, culture and technology to truly institutionalize innovation in an organization? We explore how organizations that excel at innovation…
(We) Family Offices and Achieving Economies of Scale
- Alejandra Slatapolsky |
- October 5, 2020|
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Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future.
Breaking the Asset Management Business Model
- Alejandra Slatapolsky |
- September 11, 2020|
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The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.
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Alejandra Slatapolsky
For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.
Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.
