The Wealth Mosaic in Conversation

The Wealth Mosaic

Welcome to The Wealth Mosaic in Conversation, a podcast series from The Wealth Mosaic, the digital marketplace for wealth management. Each week, we explore the evolving landscape of the wealth management industry through meaningful conversations with its influential leaders. As the market transforms with technological advancements, these candid dialogues provide valuable insights and best practices. Join us weekly as we delve into the lives and thoughts of the leaders shaping the future of wealth management!

Episodes

  1. With EY's Charles Smith

    4d ago

    With EY's Charles Smith

    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.

    23 min
  2. With VastAdvisor's Ian Karnell

    Jun 3

    With VastAdvisor's Ian Karnell

    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.

    36 min
  3. The Wealth Mosaic in Conversation: Episode One

    May 29

    The Wealth Mosaic in Conversation: Episode One

    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 MosaicMungo Hamlet, Managing Director of The Wealth MosaicMichael Partnow, Strategic Advisor for The Wealth MosaicWe hope you enjoy the programme!

    49 min
  • 3 Episodes

About

Welcome to The Wealth Mosaic in Conversation, a podcast series from The Wealth Mosaic, the digital marketplace for wealth management. Each week, we explore the evolving landscape of the wealth management industry through meaningful conversations with its influential leaders. As the market transforms with technological advancements, these candid dialogues provide valuable insights and best practices. Join us weekly as we delve into the lives and thoughts of the leaders shaping the future of wealth management!

Information