The FinTech Effect with Host, Sue Britton

Revolutionizing Wealth Management

49 min · 23. jan. 2024
episode Revolutionizing Wealth Management cover

Beskrivelse

In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.

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8 episoder