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

15 May

ERI Bancaire Business Breakfast

May 15, 2019 Zurich, Switzerland Client event, Upcoming
View Details

Tweets

The future of #WealthManagement is taking shape. Explore our latest Top-10 market trends influencing the industry. https://t.co/NwKA4HBJSI #WMTrends19 @TheRudinGroup @SpirosMargaris @UrsBolt @helene_wpli @psb_dc @FinMKTG

"If you can dream it, you can do it....". Make sure you dream big and aim high enough:-).
#MotivationMonday #Entrepreneur
@TheRudinGroup @TaliaMBender @UrsBolt

If you curious about what @psb_dc and I are working on at @UnconventionVc then please read (and share) her latest post below.

2019 is shaping up to be an exciting year already. Let’s make some noise and more importantly have impact.

@helene_wpli @Karunk @FinTECH4LifeVC https://t.co/HPn1qolbWG

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