MY STORY

30+ years experience in the financial services industry, mainly in wealth management, investment banking and related technology businesses.

My current focus is to help FinTech & RegTech companies and financial service providers to review/refocus business strategies, develop solutions and markets, execute sales, build business partnerships, manage strategic projects, and implement corporate structures and processes.

My core expertise is to develop and roll out new digital business platforms. Successful projects include a B2B social business platform for financial intermediaries, establishing prime services for ultra-wealthy clients, and post-trade services for FX and OTC products.

WHAT I DO

TECH ADVISOR

WealthTech, RegTech and Blockchain Advisor

SPEAKER

Speaker, Panelist, Moderator

ADVISORY

Market and Business Development

COACH

StartUp Coach and Mentor

Social Media Influencer

GLOBAL TOP 50 REGTECH INFLUENCER

FINTECH FINANCE GOLD POWER LIST

FEATURED VIDEOS

10613
Tech Talk with The Banker
10614
Technology trends in the Swiss wealth management

See all videos on my YouTube channel.

Services

PRODUCT MANAGEMENT AND SALES EXECUTION
  • Develop products and services
  • Create value through business networks and partnerships
  • Identify business partners and establish collaborations
  • Plan sales and execute
  • Marketing and communication with impact
ACTIVE CORPORATE ADVISORY – IMPACT DRIVEN AND GOAL ORIENTED
  • Strategise and execute
  • Orchestrate and coordinate
  • Analyse and evaluate: requirements, solutions, procurement
  • Moderate and facilitate: workshops, conferences, sounding boards, and expert panel talks
  • Build and reshape: corporate development for growth including workshops and coaching of Business Model Canvas and Value Proposition Canvas

I am a Speaker and Advisor.

Get in touch!

Hire me to Speak!

Upcoming Activities

21 - 25January

CryptoMountain.rocks in Davos/Switzerland

January 21, 2019 Davos, Switzerland Conference, Upcoming
View Details
19 - 21March

Money 20/20 Asia

March 19, 2019 Singapore Conference, Upcoming
View Details
26 April

Wealth & Society Conference 2019 West Africa

April 26, 2019 Lagos, Nigeria Conference, Upcoming
View Details
15 May

ERI Bancaire Business Breakfast

May 15, 2019 Zurich, Switzerland Client event, Upcoming
View Details
03 - 05June

Money 20/20 Europe, Amsterdam

June 3, 2019 Amsterdam, Netherlands Conference, Upcoming
View Details

Tweets

"🦈 #Banks, the sharks, and #FinTech piranhas🐠 going from competition to #cooperation in #crypto #finance."

@efipm with a #WallStreet view at #CryptoMountainRocks in #Davos.

Via MT @thepsironi. #Blockchain #Crypto #WEF #WEF19 #Davos

Foreign-born #workers are often overqualified.

In many developed countries, the issue has become increasingly common, most evident in economies with competitive job #markets.

@OECD via @StatistaCharts:
https://t.co/mPiWVfWKmL #worktrends #economy #business #jobs #wef19

Regulatory pressure is mounting

against #tech companies across the #EU and #US

https://t.co/VGUCobnli5 #fintech @JimMarous @psb_dc @leimer @DianeKazarian @UrsBolt @AntonioSelas @efipm @cgledhill @jblefevre60 @Visible_Banking @WFSULLIVAN3 #GDPR MT @Mike_K_Spencer

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