Whiskey&WealthTech

Whiskey&WealthTech

Por: Alex Serman
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
28 episodios disponibles

Latest episodes of the podcast Whiskey&WealthTech

From Risk to Readiness: Rethinking Shareholding Disclosure with Eric Lapham 20/11/2025
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth 23/10/2025
Data, Diversification, and the Rise of Private Markets with Carol Penhale 31/07/2025
Reimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg Woolf 24/04/2025
The Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar Bah 20/02/2025
Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech 19/12/2024
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors 30/10/2024
Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion 02/10/2024
Balancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay Morrison 29/08/2024
The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto 26/07/2024
How Trust Enables the Integration of Technology with Bruce McKenzie 30/05/2024
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone 01/05/2024
Making a Difference with Purpose-Driven Financial Advice with Derrick Kinney 21/03/2024
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights 15/02/2024
Whisky Blends to Financial Trends with Pete Baksh 23/01/2024
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy 28/12/2023
The Founders Arena with Hamza Qadir - Where Innovation Meets Success 21/09/2023
Interactive Summit Designed to Impact and Empower the Wealth Management Industry 10/08/2023
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership 20/07/2023
First Rate Single Barrel Pick with Andalusia Whiskey Co 11/05/2023
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