Our expert host, David M. Brear, is joined by some great guests to ask: how do you design financial services for the mega-rich?
A recent report by Credit Suisse found the number of global ultra high-net-worth individuals hit a record high in 2021.
While banking options for the super-rich have traditionally been delivered by the some of the oldest bankin ... Show More
Jul 30
1085. Insights: Are Neobanks replacing private banking?
About this episode: For years, neobanks competed by offering better banking experiences. Now, the biggest players are expanding into investing, AI-powered financial guidance, wealth management and premium services—areas once dominated by private banks. In this episode, host Ross ... Show More
56m 29s
Jul 23
1083. Insights: Why does running a business still feels harder than it should? With Sage
About this episode: In this episode, with partnership with Sage, we're exploring why running a business still feels harder than it should—and how embedded experiences are changing that. Host Kate Moody, Customer Strategy Director at 11:FS, is joined by Gordon Stuart, SVP of Embed ... Show More
48m 4s
Feb 2019
Deutsche Bank's funding round, M&A in US banking and Lloyds's wealth management move
Patrick Jenkins and guests discuss what Deutsche Bank's latest funding round says about the broader bank financing market, the BB&T and SunTrust merger in the US and whether it heralds a new phase of M&A in US banking, and why Lloyds in the UK is hiring 700 new financial advisers ... Show More
18 m