35+ years experience in wealth management, investment banking and related technology businesses. My core expertise is to develop and roll out new digital business platforms.
My current focus is to help financial service providers and tech companies to review/refocus business strategies, advise on strategic projects, develop solutions and markets, and build business partnerships.
Active as a speaker, moderator, lecturer, micro-blogger, and author; recognised as a global opinion leader in wealth management, WealthTech, FinTech, digital banking, and ecosystems in digital/crypto assets and DeFi.
I am a member of advisory boards and jury panels: Boardowl (opens in a new tab), FT PWM WealthTech Awards (opens in a new tab), Global Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competition for Finance.