58 episodes

WealthTech UnWrapped with Ned Phillips and Daniela Galarza is a Bambu podcast that dives into the ins and outs of the wealth tech industry. It weaves the narrative between a startup founder, Ned, a newbie to the fintech, Daniela, and special guests that bring their unique insight into this growing industry. Each week we will tackle a different topic, from ideas on what the future of Robo advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, they hope to unwrap the mysteries of wealthtech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored and tired of the corporate schpiel around finance and technology.

WealthTech UnWrapped Ned Phillips and Daniela Galarza

    • Business
    • 5.0 • 3 Ratings

WealthTech UnWrapped with Ned Phillips and Daniela Galarza is a Bambu podcast that dives into the ins and outs of the wealth tech industry. It weaves the narrative between a startup founder, Ned, a newbie to the fintech, Daniela, and special guests that bring their unique insight into this growing industry. Each week we will tackle a different topic, from ideas on what the future of Robo advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, they hope to unwrap the mysteries of wealthtech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored and tired of the corporate schpiel around finance and technology.

    56. The one where Dani leaves with Daniela Galarza

    56. The one where Dani leaves with Daniela Galarza

    As the title suggests, Dani shares a big announcement that impacts both my personal career and the podcast. She share what her dream job is and what motivates her, Ned and her look back on our podcast highlights, and he asks her where she'll be in 10 years time. Best of luck Dani!

    Don't worry though, the podcast is not going anywhere! 

    • 32 min
    55: Choose your own wealth tech adventure with Danielle Theroux and Alan Smith

    55: Choose your own wealth tech adventure with Danielle Theroux and Alan Smith

    Ned is joined by not one, but two guests who bring different perspectives into wealthech. Danielle Theroux is a designer leader with a sharp focus on the application and evolution of innovative digital strategies. She talks about user experience, build your own journeys, and how health should play into financial wealth. 
    Alan Smith is a growth-focused consultant driving transformation change in financial industries. He discusses the power being data and how legacy companies can stay competitive within fintech.

    • 52 min
    54. What will happen to Wealth Tech?

    54. What will happen to Wealth Tech?

    After a short hiatus, we're back to unwrapping the wealth tech. This week Ned and Dani have a general catch-up about the state of the industry given the complicated state of the economy. Ned shares what he thinks the next 2 years will look like for banks and what it means for wealth tech providers. And of course, don’t miss their general random banter at the end. In short, just hug it out. 

    • 34 min
    53. Here for the Long Run with Alex Manson

    53. Here for the Long Run with Alex Manson

    The Ironman Triathlon is one of a series of long-distance triathlon races consisting of a 2.4-mile swim, a 112-mile bicycle ride, and a marathon 26.22-mile run, raced in that order. One could say is as extreme as it gets. The question is, how does this compare to running a fintech? 
    This week Alex Manson, head of SC Ventures, joins Ned in a conversation about their passion for Ironman and endurance sports, comparing it to starting and running fintech companies. 
    Alex shares why it’s important to work with a purpose, how to deal with pressurs from external influences and how to use wealth as a tool. 

    • 54 min
    52. Making Wealth Tech Right with Eric Mellor

    52. Making Wealth Tech Right with Eric Mellor

    What does the wealth tech industry need to address to be better? Our guest this week has some ideas. Eric Mellor, a wealth management specialist at Temenos, is an experienced Wealth Management Professional with extensive and diverse industry experience spanning private client advisory, private banking, discretionary and retail asset management, and enterprise wealth management technology sales and business development.

    He chats with Ned about the missing pieces to make saving and investing more accessible and overall possible for more people. They also address the topic of the Advice Gap in Singapore among other things. 

    • 43 min
    51. Embedded Finance and Financial inclusion with Mary Kemi Agbesanwa

    51. Embedded Finance and Financial inclusion with Mary Kemi Agbesanwa

    Only 3% of UK adults receive financial advice. Our guest this week wants to change that. Mary Kemi Agbesanwa is the fintech growth lead at Seccl, a company that provides the technology that allows businesses to launch UK-based investment propositions. Mary shares what she sees is working in fintech and where there's room for change. We discuss financial inclusion, embedded finance, neobanks, and the UK advice gap. 
    Check out her blog: https://www.maryagbesanwa.com/

    • 40 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Phoneyay ,

Informative and Fun

Learning a ton about investing and laughing so much along the way!

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