About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Refinitiv Names Joseph Mrak to Drive Growth in Wealth Management Market

Subscribe to our newsletter

Refinitiv has appointed Joseph Mrak as global head of wealth management with a remit to focus on driving technology innovation, developing key regional and global partnerships, expanding global reach and growing value for clients and prospects. Refinitiv’s wealth management business supports a number of established and emerging wealth customers, and provides global, regional and emerging market platforms across the Americas, Europe, and Asia.  

Mrak joins Refinitiv from Envestnet, where he has been group president since FolioDynamix, where he was chairman and CEO, was acquired in 2018. FolioDynamix/Envestnet provides intelligent digital systems for wealth management in the US and internationally. Prior to FolioDynamix, Mrak held leadership roles at CheckFree (now FiServ) and Citigroup.

Mrak has past experience of partnering Refinitiv and will work with his team to engage global customers, industry groups, key partners and industry leaders in driving the next level of innovation in wealth management across Refinitiv’s Thomson One, Eikon and Beta platforms, with a focus on improving advisor efficiency. From a global perspective, the team will work closely with customers and prospects to evaluate emerging, underserved global markets in Asia Pacific and South America.

Mrak replaces David Akellian, currently managing director and global head of wealth management, who has decided to leave Refinitiv at the end of this year after four years in the company’s lead wealth management role.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Solving the data management challenges of FRTB

Despite the compliance deadline of the Fundamental Review of the Trading Book (FRTB) being pushed back to January 2022 by many national regulators, the time to address the data management challenges of the regulation is now. The webinar will discuss key elements of FRTB – including risk models, liquidity horizons and data sourcing for risk calculations,...

BLOG

Etrading Hires Senior Execs to Expand Regulatory Data Services

Etrading Software has hired two senior executives to expand its regulatory data services. The company most recently released the Digital Token Identifier, an ISO standard identifier designed to help market participants and public authorities unambiguously identify digital assets. Joining Etrading are Liz Callaghan as chief strategy officer for regulatory data services, and Catherine Sutcliffe as...

EVENT

RegTech Summit London

Now in its 6th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Enterprise Data Management Europe 2010

he US may seem to be ahead of the rest of the world in terms of championing the data management cause with the inclusion of reference data focused items in the Dodd-Frank Act, but Europe is not too far behind. Senior European level officials such as European Central Bank (ECB) president Jean-Claude Trichet have taken...