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14 July, 2021 | by Contemi Solutions

Private Wealth: Ripe for Disruption?

Fintech disruption in the savings, investment and broader wealth space has so far centred on 'democratising' access. Is that because there is less of an opportunity at the higher 'private wealth' end of the market? Or, is the opportunity to provide better and cheaper digital services now starting to appear?


  • William Rouse, Director for UK & Europe, Contemi Solutions
  • Mintoo Bhandari, Managing Director and Founder, Monument
  • Gareth Johnson, Head of Digital Channels, Brewin Dolphin
  • Daniel Lanyon, Editor-in-Chief, AltFi (Moderator)

Key Discussion

  • When looking at the private wealth market, what do we mean? What sort of demographics and level of net wealth are we looking at?
  • Is there a realistic prospect of disruption in this market as to say retail banking which has been unarguably jolted to change owing to the rise of neo banks
  • To what extent does this group of clients currently, lack some of the opportunities present by the digital/fintech sphere? eg user experience, lower costs etc?
  • Financial advice hasn't really been cracked by fintech....yet. Why? Will that change?

Key Discussion

  • What are the long-term changes the pandemic might bring for private wealth?
  • Is the private wealth sector finally be approaching its 'fintech moment'?

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