Roger Portnoy – Medium

Roger Portnoy

2024 First Quarter Review: Highlights of what I have been seeing in Wealth Management and Wealth…

First quarter review of themes, m&a strategies, and technology developments in relation to wealth management in France, UK and Switzerland.

4 min readApr 1, 2024

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2024 First Quarter Review: Highlights of what I have been seeing in Wealth Management and Wealth…

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Roger Portnoy

AI in WealthTech — A week of positive signals

Midweek article exploring some of last week’s AI related funding and business news related to Wealth, with a particular focus on advisory.

3 min readFeb 29, 2024

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AI in WealthTech — A week of positive signals

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Roger Portnoy

Wealth & Banking Related Deals, Rumours and Funding — week ending Feb 10th, 2024

Overview: Funding in my covered segment was inflated this week off the back of debt facilities as opposed to equity financing.

5 min readFeb 12, 2024

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Wealth & Banking Related Deals, Rumours and Funding — week ending Feb 10th, 2024

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Roger Portnoy

Will 2024 be a big year for Tokenization?

This blog was inspired by three inputs / its body examines the current pros and cons for a big jump in token issuance in 2024.

5 min readJan 22, 2024

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Roger Portnoy

Corporate Investors — Considering the pro’s and con’s of having them as minority shareholders

New weekly piece in which I share some of my experiences of working with and as a corporate investor in early stage companies.

6 min readJan 16, 2024

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Roger Portnoy

What promises will AI deliver to Wealth Management in 2024?

First article in 2024 on AI in Wealth Management in which I suggest that this year will prove to be the game changer for real use cases.

5 min readJan 3, 2024

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What promises will AI deliver to Wealth Management in 2024?

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Roger Portnoy

Blockchain and Digital Asset Deals for week Ending 16th Dec 2023 in Capital Markets

Overview: I thought I would produce a separate deal report on interesting blockchain and digital asset deals in the capital markets space

4 min readDec 17, 2023

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Roger Portnoy

Fintech: Ingredients for success revealing themselves as Sentiment Improves

Executive Summary: My weekly article inspired by the positive performance of many publicly listed fintech firms over the past 4 weeks.

4 min readDec 10, 2023

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Fintech: Ingredients for success revealing themselves as Sentiment Improves

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Roger Portnoy

AI in Banking: Themes and Emerging Topics for 2024

Given a lack of deals and funding spotted this week (despite lots of effort), I thought instead I would focus on the AI Symposium event.

5 min readDec 4, 2023

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AI in Banking: Themes and Emerging Topics for 2024

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Roger Portnoy

The Developing Wealth Management Landscape in the GCC

New weekly article with a focus on the evolving wealthtech environment in the GCC.

4 min readNov 28, 2023

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The Developing Wealth Management Landscape in the GCC

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Roger Portnoy

Roger Portnoy

Fintech and WealthTech Entrepreneur, Strategic Advisor to PE and VC firms in UK and US, Using Data Science and Open Finance to help entrepreneurs

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