Expert Advisor at bolt.now
30+ 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, micro-blogger and author; recognised as a global opinion leader and influencer in #WealthManagement, #WealthTech, #DigitalAssets. In addition I am a member of advisory boards and jury panels: FT PWM WealthTech Awards, Global Wealth & Society, WealthBriefing Editorial Board and Swiss Awards, Blockchain Competition for Finance.
How did you get to become an expert in your key topics?
After a 30+ years experience in banking and technology I started on Twitter in 2012 and built up a community sharing content and views. In addition I am a speaker, panelist and moderator in the topics.
What topic areas are you most passionate about?
WealthTech and the evolution of wealth management globally.
Which influencers influence you within those key topics?
Mostly peers. Unfortunately private bankers are not very active on social media due to regulatory and internal policy constraints. In addition they are very conservative. That’s what I see as the hook for me to (re)position myself as an expert with wealth management and private banking background incl. business side (not the usual tech).
Outside of your key topics what other topics are you interested in?
Experts in (geo)politics, energy, science.
How would you describe your offline influence?
Mostly representatives of incumbents but also the Fintech and WealthTech community.
If a brand wanted to work with you, what offline / online activities would you be most interested in?
Podcasts, webinars, speaking, white paper, video interviews, contribution to publications (I have done most of this already).
What’s your best source of information for getting ahead of a story?
Mostly Twitter but also the traditional news channels.
What brands have you worked with?
Sonova / Phonak with the Audeo Marvel hearing technology.
Which non-paid activities would you be keen to take part in if the opportunity raised your profile or delivered value to your audience?
I would be keen to co-create long form content (blogs, white papers, ebooks, research), provide a quote for content or news article, share / create a social post, speak at or attend an event, participate in a podcast, webinar, online chat or create video content (depending on availability and required capacity), write a product review (if suitable, e.g. no problem with Phonak where I am already engaged).
What are your passions outside of work?
Following politics and geopolitics, global economy, technology.
What would be the best way for a brand to contact you?
E-mail me at email@example.com