The Morrissey Exchange, Shaw and Partners: Interview with Andrew Varlamos, CEO and Co-Founder of OpenInvest
In this episode Morrissey Group Wealth Advisor, Ben Morrissey, is joined by OpenInvest CEO and Co-Founder, Mr Andrew Varlamos.
Last year the Covid-19 pandemic saw the rise of speculative trading in shares both here and around the world as people were stuck at home in lockdowns looking for some form of entertainment. Online broking platforms such as Robinhood and Superhero provided small investors low or no cost access to the stock market. Armed with tips from golf buddies, the desire to take control themselves or just relief from the boredom, speculative trading in markets looks to be at an all time high.
But "Free" never comes without some cost, and many unadvised investors are missing out on some much needed professional assistance.
Enter OpenInvest. A forward thinking technology company enabling smaller investors to gain access to a professionally managed portfolio that would otherwise be reserved for those dealing directly with a broker or financial planner.
The future of Wealth Management is borderless, and it is companies with the vision and the technological knowhow that are changing the game and opening channels to connect professionals with would-be-investors.