EPISODE · Jun 12, 2026 · 23 MIN
With EY's Charles Smith
from The Wealth Mosaic in Conversation · host The Wealth Mosaic
In the third episode of The Wealth Mosaic in Conversation, our founder Stephen Wall speaks to Charles Smith, Partner, Wealth & Asset Management Consulting, at EY.EY was The Wealth Mosaic's co-host for our recent US WealthTech Vendor Forum and WealthTech 2026 events, which took place at the firm's US headquarters in New York. Stephen caught up with Charles shortly afterwards to discuss his career in wealth management, the EY Founders' Circle, the changing needs of wealth clients, understanding the best use-cases for AI, and how firms are fixing roadblocks to their transformations including data, inertia, and culture.
What this episode covers
In the third episode of The Wealth Mosaic in Conversation, our founder Stephen Wall speaks to Charles Smith, Partner, Wealth & Asset Management Consulting, at EY.EY was The Wealth Mosaic's co-host for our recent US WealthTech Vendor Forum and WealthTech 2026 events, which took place at the firm's US headquarters in New York. Stephen caught up with Charles shortly afterwards to discuss his career in wealth management, the EY Founders' Circle, the changing needs of wealth clients, understanding the best use-cases for AI, and how firms are fixing roadblocks to their transformations including data, inertia, and culture.
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With EY's Charles Smith
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