Brian is an Investment Advisor at Wealthsimple, a leading digital investing service that combines technology with human advice to make smart, automated investing available to everyone. Brian specialises in the discretionary management of client portfolios, pension funds and socially responsible investing. Prior to joining Wealthsimple, Brian was a Wealth Manager with Coutts advising high net worth clients on investment planning. Brian graduated from University College Dublin with a Bachelors of Commerce and has a Masters in Finance from the Michael Smurfit Graduate School of Business.
Simon believes that "the core of the company is digital because that's what is scalable".
With the recent introduction of open banking, Dann says that this will bring an opportunity to give a more "personalised experience".
There is a difficult guidline to follow when it comes to open banking regarding GDPR but Simon thinks that companies are "quick to rectify any problems they might cause".
Brexit being a hot topic, Brian said he has seen minimal impact with WealthSimple's primary market being in Canada. However, Simon said that Scalable Capital have noticed potential hires delaying their responses because of it.