🎧Shaping the Future of Wealth Management
A conversation with Alokik Advani, Managing Partner Fidelity Internations Strategic Ventures
What does the future of wealth and asset management look like?
Alokik Advani, managing partner at Fidelity International Strategic Ventures (FISV) is one the best person to answer as he's been investing strategically in that space for over 20 years.
I had the chance to speak to him about key trends, and how the startups in FISV's portfolio will influence how we invest in the future.
Listen to the full conversation on every podcast app.
🏦The Company
Fidelity International Strategic Ventures invest in fintech businesses that are strategic to Fidelity International.
The portfolio companies are tech startups in wealth and asset management but also in sectors that touch the space (compliance, analytics, capital markets…).
We discussed how FISV approaches the market and how strategic investing is different from traditional VC.
📈Key trends
▶Embedded investing: with portfolio company DriveWealth
▶The rise of Alternative Assets: Moonfare
▶The evolution of the saving and advisory model: Moneybox
▶Investing beyond returns: ESG, Investing Communities
▶Crypto & Digital Assets: Recently, Fidelity International launched a physical Bitcoin ETP and FISV invested in Stacked
And listen until the end to learn how Alokik invests personally.
Related
The problem with non-physical Bitcoin ETFs
Thank you for joining me in the exploration of the future of investing. In this newsletter, I’ll be looking at alternative assets, defi, investment technology and trends - without the hype.
George from Investorama. (You can also find me on YouTube and Tiktok)