Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.

In this episode, Abraham and Alan discuss the latest details on: Capital Asset Management and Alan’s role as Chief Client Officer How Capital Asset Management is distinguishing itself against other firms in London, being the wealth management capital of the world Alan’s vision for the future of Capital Asset Management and what the next 5 years will involve What Alan’s dream technology stack would look like How Alan invests his retirement money Advice to those starting out in their career in finance

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The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.