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: Privacy vs. Surveillance: Managing conflicting regulations in Germany and other privacy-sensitive jurisdictions

The EU’s MiFID II and other regulations globally have placed greater emphasis than ever on market surveillance, recording of trading communications and records-retention processes in an attempt to stamp out market abuse and boost investor confidence and protections. At the same time, the public’s attitude toward data privacy has hardened, most visibly through new regulations...

BLOG

Stephan Wolf Steps Down from Role of GLEIF CEO in June 2024

Stephan Wolf, CEO of the Global Legal Entity Identifier Foundation (GLEIF), will step down from the role on 24 June 2024 after a decade of leading the foundation from its start-up phase to the growing organisation it is today. In a post on LinkedIn, Wolf writes: “After a decade of incredible experiences and achievements, I...

EVENT

RegTech Summit London

Now in its 8th 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

Complex Event Processing

Over the past couple of years, Complex Event Processing has emerged as a hot technology for the financial markets, and its flexibility has been leveraged in applications as diverse as market data cleansing, to algorithmic trading, to compliance monitoring, to risk management. CEP is a solution to many problems, which is one reason why the...