InvestGlass

Chief Executive Officer

Swiss-Chinese Chamber of Commerce (SCCC)

The Swiss-Chinese Chamber of Commerce (SCCC) is a facilitator of sustainable economic relationships between Switzerland and the People’s Republic of China. The Chamber helps to establish and develop successful business interactions between Swiss and Chinese companies.

President Romandie Chapter

Swiss Chinese Chamber of Commerce - Geneva Chapter

Secretary General

Swiss Finance + Technology Association (SFTA)

Swiss FinteCH is an independent association which serves as the hub for # swissfinteCH. Our mission is to foster the development of Switzerland as a fintech hub.

Vice President and Founder

Head of Equity Sales

Bank of China

Active Advisor / Senior Private Banker

Levitt Capital Management

Portfolio Manager

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Alexandre Gaillard

The Wealth Mosaic

Founder of The Wealth Mosaic, a unique, focused and engaging vendor/solution provider directory/digital marketplace and growing content and knowledge resource built for the wealth management sector internationally.

Best known for our work focused on technology (#WealthTech) in and around wealth management, our online solution provider directory includes a growing list of around 2,500 business profiles and around 6,000 solution profiles from those businesses. On top of that we host over 3,000 content pieces from our community. 

For wealth managers, the buy side of our marketplace, TWM has been designed and will continue to be built to enable the discovery of key solutions, solution providers and knowledge resources by specific business needs as and when needed. For solution providers (vendors), the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.

TWM aims to be the definitive knowledge resource for the sector and is now a well-established at the forefront of community trends and developments.

Founder

Aite Group

As an analyst with over seven years' focused experience in the international wealth management sector (and 13 years total research experience), my work at Aite Group was international in breadth and covered a wide variety of topics and issues such market trends, sizing and gap analysis, competitive intelligence and benchmarking, market entry strategy and opportunity, client and advisor insight, proposition and segmentation development, partnership strategy, and strategic due diligence.

Senior Analyst, Wealth Management

Independent

A freelance market intelligence analyst and writer focused on the international private wealth management and related financial services sectors. I worked for consultancies and research firms, publishers and a variety of wealth managers and other relevant service providers in and around the broader wealth arena.

Market Intelligence Analyst & Writer

Family Office Review

I provided written articles on themes and news in and around the global wealth management sector of relevance to end wealth holders and family offices.

Contributor

Scorpio Partnership

I led business intelligence (client, market and competitor focused) and strategy projects for Scorpio, a leading strategy and insight firm dedicated to the global wealth management industry.

My focus covered a wide range of projects including business and proposition development, market sizing and profiling and thought leadership pieces across the full range of international wealth management and private banking markets and business models.

I also led and contributed to the development, analysis and production of the firm’s reports including the Global Private Banking KPI Benchmark, Wealth Management M&A Deal Tracker, Mobile Wealth Residency Index and HNW Asset Allocator.

In my six years at Scorpio I delivered to, educated and influenced, HNW and UHNW wealth holders, CEOs, heads of business, strategy and marketing, private equity owners, regulators and government officials.

Director

Globe Business Publishing

Focusing on the legal markets and country reports.

Researcher & Writer

Building the #WealthTech directory/marketplace, content & knowledge resource for the global wealth management sector

I am the Founder of The Wealth Mosaic, the leading vendor/solution provider directory/digital marketplace and growing content and knowledge resource built for the wealth management sector internationally.

Alongside the build, maintenance and development of our online vendor/solution provider directory, our work across content, reports, research and events sees us cover Asia, Europe, Middle East and North America 
each year as we seek to service the business needs of a changing wealth management marketplace.

Whether you're a vendor/solution provider wanting support to understand, engage and reach your target market in the wealth management ecosystem, a wealth manager wanting to understand and engage with the vendor/solution provider marketplace, an investor seeking to make sense of this landscape or other party wanting to engage in this arena, The Wealth Mosaic can support your needs.

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The Battle

Alexandre Gaillard

Stephen Wall

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