Wealth management for ladies with Karen Wendt from the Swiss FinTech Ladies and Mahnoosh Mirghaemi, CEO of Colivar

Voice of FinTech®

Dr. Karen (PHD) Wendt, President of the Swiss FinTech Ladies, and Mahnoosh Mirghaemi, CEO and founder of Colivar, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about modern wealth management approaches, leveraging technology such as AI, catering specifically to underserved groups like women, and the role that SFTL plays in closing the gender wealth and investment gap.

Here is what they covered in more detail:

• Mahnoosh, how are you today? Can you tell us about your entrepreneurial journey?
• What is Colivar? What is the problem you are trying to solve? What is the SFTL, and how is it connected to Colivar?
• What is Colivar's unique advantage?
• Tell us about the SFTL activities and events
• What’s your view on leveraging AI in Wealth Management, and what kind of AI?
• Wealth Management and Private Banking require increasingly high minimum scales to be viable. How do start-ups fit into this?
• Robo advisers had a lot of promise, but not many survived as standalone businesses. What is your view on this?
• What works for HNWI and UHNWI as opposed to retail and affluent clients?
• Where are you on your journey regarding product development, geographic reach, funding, and hiring?
• What are the next steps for you this year and beyond? Customers, incumbents as partners, investors?
• Where can interested parties reach Karen and Mahnoosh: SFTL and Colivar, respectively.