List of Contributors
All chapters are included in this book, all abstracts can be read online on http://fintechcircle.com/insights/.
Giles Adu
Co-Founder, ClearMacro
See chapter:
Wealth Managers Can Deliver Effective Client Outcomes with a Data-Driven Investment Process
Robert Alcorn, CFA
Founder, Vestor.io
www.linkedin.com/in/robertalcorncfa
See abstract:
Horses for Courses – Which “Robo” Will Get You Over the Finish Line?
Nicole Anderson
Emerging Technology Innovation and Investment Expert, Managing Partner, REDSAND PARTNERS
www.linkedin.com/in/nicolejmanderson
See abstract:
Innovation and Investment – WealthTech a Catalyst for displacement of VC’s by Asset Managers?
Guillaume Andreu
Associate Director, Julhiet Sterwen
www.linkedin.com/in/guillaume-andreu-644505
See abstract:
How Artificial Intelligence can be leveraged to enhance decision making
Scott Andrews
CEO and Co-founder, InvestiQuant
www.linkedin.com/in/adendauchess
See abstract:
Disruption Investing Creates Brand New Asset Class?
Arez Aran
Founder, Panorama Investments
www.linkedin.com/in/arez-aran-93568636
See abstract:
The Dawn of the Robo-Advisors
Stefan Arn
Head of WM IT and UBS Switzerland IT, UBS Business Solutions AG
www.linkedin.com/in/stefanarn/
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Henri Arslanian
FinTech and RegTech Leader, Hong Kong, PwC
www.twitter.com/HenriArslanian
See chapter:
How China is Shaping WealthTech and the Future of Financial Services
Chris Bartz
CEO and Co-Founder, Elinvar
www.linkedin.com/in/chrisbartz/
See abstract:
The integrated solution for Wealth Managers: Comprehensive. Digital. Customized.
J.B. Beckett
Author and Founder, New Fund Order
www.linkedin.com/in/JonBeckett/
See chapter:
Fiduciary Robo-Selection is Possible in a New Fund Order
See abstract:
Have we seen the Tesla of the Fund Market yet?
Digitalisation of Fund Research and Crowd Ratings
Building Critical Mass in Boutiques: A Crowd Solution?
Rethinking Bull, Bear and Media Influence on Investor Behaviour
Richard Beetz
Project Manager, Exicon Mobile
www.linkedin.com/in/richardbeetz/
See chapter:
Survival of the Fittest – Cyber Resilience
Niall Bellabarba
Director of International, Elinvar.de
www.linkedin.com/niallbellabarba
See abstract:
Robots for Good
Emilie Bellet
Founder and CEO, Vestpod
See chapter:
Empowering Women Financially – The Why and the How
Colin Bennett
Head of Digital Distribution, Global, GAM Investments
www.linkedin.com/in/colinbennett
See chapter:
Presentation Technology – Enriching the Client Experience in a Physical and Virtual World
Frank Bertele
Founder and CEO, NETZ
www.linkedin.com/in/frankbertele/
See chapter:
No “One Size Fits All” – Personalized Client Service and Social Selling in Wealth Management
See abstract:
NETZ – Bringing business development into the 21st century
Building a High-Powered Business Development Engine for Wealth Managers
Shashidhar Bhat
Ex-Head Digital Banking, EMEA, Citi
www.linkedin.com/in/shashidharbhat
See chapter:
Making Digital Advice Personal is as Important as Making Personal Advice Digital
See abstract:
The Future of Wealthtech – a distributor perspective
Reassessing Operations’ Role in a Digital Bank
Nick Bilodeau
Head of Marketing, Insurance, American Express, Canada
www.linkedin.com/in/nickbilodeau/
See abstract:
Holistic Financial Platforms: The Integration of Wealth Management Across Personal Financial Service
Paula Blazquez
Head of Inno Capital, InnoCells
www.linkedin.com/in/paulablazquez
See abstract:
The Roboadvisor Fever
Jukka Blomberg
Founder and CEO, WealthyTec
See abstract:
Robos – The Future of Investment Advisory
Mariusz C. Bodek
Digital Transformation Executive, KPMG
www.linkedin.com/in/mariuszbodek/
See chapter:
Leveraging Corporate Innovation by Opening Banks to External Ecosystems
Dr Alessandro Bologna
Investment Advisor, Deutsche Bank S.p.A. – Wealth Management
www.linkedin.com/in/alessandro-bologna-aaa99a54
www.twitter.com/ale_bologna?s = 09
See chapter:
The Ingredients of IKEA's Approach for a Starry Wealth Management – Choose to Change the Competitive Arena in a Mature Sector
Rino Borini
Co-Founder, Finance 2.0
www.linkedin.com/in/rino-borini-24424813/
See chapter:
More Banking for Less Money
Holger Boschke
Chairman, TME AG
www.linkedin.com/in/holger-b-52940660
www.twitter.com/holger_boschke
See chapter:
Using Artificial Intelligence in Wealth Management
Shawn Brayman
CEO, PlanPlus Inc.
www.linkedin.com/in/shawnbrayman/
See abstract:
Can We Digitize Know Your Client?
David Bruno
Senior Startup Coach, F10 Fintech Incubator and Accelerator
www.linkedin.com/in/david-bruno/
www.twitter.com/SuperDaveBruno
See abstract:
Ynome Fail
Towards Digital Advice
The Seven Deadly Sins
Hendrik Budliger
Managing Partner, azimuth.one
www.linkedin.com/in/hendrik-budliger-83a475/
www.twitter.com/Hendrik86573364
See abstract:
What is Fintech
James Burnie
Associate – Financial Services, Eversheds
www.linkedin.com/in/james-burnie-889b09a5/
See abstract:
Practical legal guidance for setting up and running a robo-advisory / digital client advisory service
J.P. Caldeira
Principal, Noosa Technology and Finance
www.linkedin.com/in/jpcaldeira
See abstract:
Is WealthTech a Red Herring?
WealthTech is for Everyone!
Matteo Cassina
Private Investor, Passoni Titanio
www.linkedin.com/in/matteocassina/
See abstract:
Time to reinvent the wealth manager of the future
Partha Chakraborty, PhD, CFA
CEO, Switchboard Systems, Inc.
www.linkedin.com/in/parthachakraborty/
www.twitter.com/ParthaC90632545
See chapter:
Trust Arbitrage and the Future of the Wealth Manager – How Blockchain Innovations Can Crack the Code
Boudewijn Chalmers Hoynck van Papendrecht
Senior Manager, EY
See chapter:
FinTech Disruption Across the Wealth Management Value Chain – Will FinTech Dominate the Wealth Management Model of the Future or is there Still a Place for Traditional Wealth Managers?
Teodoro D. Cocca
Professor for Wealth and Asset Management, Johannes Kepler University Linz
www.linkedin.com/in/prof-dr-teodoro-d-cocca/
See chapter:
What Do Wealthy Clients Think About Digital Wealth Management?
Simon Cocking
Senior Editor, Irish Tech News
www.linkedin.com/in/simon-cocking-20540135/
See abstract:
The Future of WealthTech
Alex Conrad
Financial Analyst Intern, Bambu
See abstract:
The Robo Revolution
David Craig
President, Financial and Risk, Thomson Reuters
www.linkedin.com/in/davidwicraig
See abstract:
The augmented investment management industry
Denisse Cuellar
Fintechs and Startups Partnership Manager, Banco de Credito BCP
www.linkedin.com/in/denissecuellar
www.twitter.com/denissefintech
See abstract:
WealthTech in Latin America – Just the beginning
Yawei Cui
Senior Academic Director, Moodys Analytics
See abstract:
How Do Highly Customizable and Adaptive Robo-Advisors 2.0 Change Wealth Management Landscape?
Neil Darke
Founder and CEO, The Lifehouse.Co
www.twitter.com/TheLifehouseCo
See abstract:
Beyond Wealth: Financial Wellbeing
José Manuel de la Chica Rodriguez
CTO Santander Universities, Banco Santander
www.linkedin.com/in/delachica/
See chapter:
From the Technological to the Financial Singularity – A Journey Without Return to the Future of Finance
Dean Demellweek
Senior Digital Transformation Manager, BNP Paribas
www.linkedin.com/in/deandemellweek
www.twitter.com/deandemellweek
See chapter:
How Blockchain Drives Innovation in Asset Management
Xavier De Pauw
CEO, MeDirect Bank
See chapter:
Launching MeDirect Bank as a Challenger Bank
Charles D’Haussy
Head of FinTech, Invest Hong Kong
www.linkedin.com/in/charlesdhaussy/
www.twitter.com/charlesdhaussy
See chapter:
Welcoming an Artificial Intelligence Robot as a Colleague
Dr Claude Diderich
Managing Director, Diderich Consulting LLC
www.twitter.com/diderichconsult
See chapter:
The Wealth Management Canvas – A Framework for Designing the WealthTech Firm of the Future
See abstract:
Strategizing about Robo-Advice
Dr Daniel Diemers
Partner Financial Services, PwC Strategy
See chapter:
WealthTech – Taking Private Banking and Wealth Management Digital
Martin Dienstbier
Technology Transfer Manager, IOCB TTO
www.linkedin.com/in/martin-dienstbier-147bb59/
See abstract:
An individual investor’s guide to the online brokerage galaxy
Vladimir Dimitroff
Principal, Synpulse
www.linkedin.com/in/vdimitroff
See abstract:
Customers Rediscovered
Wealth reimagined
Robots in the next-gen Operating Models
Patrick Donaldson
Head of Market Development, Wealth Management Asia, Thomson Reuters
www.linkedin.com/in/patrickdonaldsontr/
See chapter:
The Augmented Investment Management Industry
Alpesh Doshi
Managing Partner, CEO, Fintricity
www.linkedin.com/in/alpeshdoshi
See chapter:
An Industry Driven by Digital, Data and Artificial Intelligence
David Dowsett
Global Head of Strategy, Innovation and Emerging Technology, Invesco
www.linkedin.com/in/david-dowsett-a9b6b/
See chapter:
Embracing Emerging Technology
Steven Dryall
Principal, Incipient Industries
See chapter:
Cryptocurrencies and Blockchain
Jan Enno Einfeld
Head of Investing, Comdirect bank AG
www.linkedin.com/in/jeeinfeld/
See chapter:
Leveraging Corporate Innovation by Opening Banks to External Ecosystems
Matt Elton
CEO and Co-Founder, FinnoLux
See abstract:
Digital Transformation of Private Banking
Bill Eng
Co-Founder and CEO, FinChat Technology
www.linkedin.com/in/bill-eng-7a10a0114/
www.twitter.com/finchat_logger
See abstract:
Compliant Social Messaging in Client Advisory
Günes Ergun
Managing Consultant, East Management Consulting
www.linkedin.com/in/g%C3%BCnes-ergun-4a029248/
See chapter:
How to Unlock WealthTech in Turkey
Bruno Esteves Macedo
FinTech and Digital Banking Speaker, Business Architect, five degrees
See chapter:
Security in the Future of WealthTech
Mario Facchinetti
Innovation In Real Estate, SwissPropTech
www.linkedin.com/in/m-facchinetti/
See abstract:
SwissPropTech
Balazs Faluvegi
CEO, Blueopes Co.
See abstract:
Social Responsibility and Impact Calculation – the Inevitable way for robos in the next decade
Catherine Flax
CEO, Pefin
www.linkedin.com/in/catherineflax/
See chapter:
Personal Financial Intelligence – AI and the Future of Money Management
Jerry Floros
Founder and CEO, MoneyDrome Ltd
www.linkedin.com/in/jerryfloros/
See chapter:
The Investment Managers of the Future are Going to be Millennials
See abstract:
FinTech – The Penny has Dropped
A.I. and Big Data will be key to the success of WealthTech
Sascha Freimueller
Managing Partner and Founder, Dufour Capital AG
www.linkedin.com/in/sascha-freim%C3%BCller-b404ab/
See chapter:
Transforming Banks’ Wealth Management to Prosper in a Digital World
Adam French
Founder, Scalable Capital
www.linkedin.com/in/adam-french-2192034a
www.twitter.com/adamjamesfrench
See chapter:
Why I Left Goldman Sachs for FinTech
Dieter Fromm
Founder and CEO, moneymeets.com GmbH
www.linkedin.com/in/dieter-fromm
See chapter:
Moneymeets.com – Germany's Leading Personal Finance Management Portal
Daniela Galeote
COO, Wealthinitiative
www.linkedin.com/in/daniela-galeote-4bb90326/
See abstract:
Wealth Management Platforms
Mike Gardner
CEO, Agreement Express
www.linkedin.com/in/mikegardneragreexp
See abstract:
Building Operational Excellence to Remain Competitive and Client-Centric
Chris Gogol
Founder and CEO, WealthArc
www.linkedin.com/in/krzysztofgogol
See abstract:
Client-driven digitalisation – unpacking the complexity of wealth management
Kunal Goklany
Director, Operations and Technology, Citi Bank
www.linkedin.com/in/kunal-goklany-613426/
See chapter:
Making Digital Advice Personal is as Important as Making Personal Advice Digital
Yaron Golgher
Co-Founder and CEO, I Know First
www.linkedin.com/in/yaron-golgher-739230/
See chapter:
AI-Powered Wealth Management Products and Investment Vehicles
See abstract:
From Chemistry to the Financial Markets: Finding Order in Chaotic Systems by Applying AI
AI-WealthTech Firms – Shortcut for Industry Giants Vs. Empowerment of Individual Investors
Emmanuel Gonnet
VP Product Management and Development, Univeris
www.linkedin.com/in/emmanuelgonnet/
See abstract:
Fiduciary Algorithms: Holding Our Algorithms Accountable
Dr Laura Grassi
Assistant Professor, Politecnico di Milano
www.linkedin.com/in/grassilaura/
See abstract:
Incumbents and Robo Advisors in Asset Management: Implications, Digitization, Positioning and Strategies
Kris Grgurevic
Chief Commercial Officer, Niiio Finance Group
See chapter:
How Gamification Can Attract Consumers to Sign Up
Benjamin Gross
Founder and CEO, Visualize Wealth LLC
www.linkedin.com/in/benjaminmgross/
www.twitter.com/benjaminMgross
See abstract:
The Future of WealthTech
Max Gutbrod
Principal, Baker McKenzie
www.linkedin.com/in/max-gutbrod-2109a210/
See abstract:
Adapting Asset Management to Investment Purpose
Wiwi Gutmannsbauer
COO Asia Pacific and Operating Head Wealth Management Asia Pacific and Head WM Omnichannel Management, UBS
www.linkedin.com/in/wiwi-gutmannsbauer-10439a45/
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Peter Guy
Editor in Chief, Regulation Asia
www.linkedin.com/in/peter-guy-a702311/
See chapter:
FinTech and the Wealth Management Challenge
David Gyori
CEO, Banking Reports Ltd
www.linkedin.com/in/davidgyoribankingreports/
See chapter:
Welcoming the 2058 Class of the “Galactic Academy of Wealth Management”
Sascha Gysel
Head Banking Trends & Innovation, Head e-foresight Think Tank, Swisscom
www.linkedin.com/in/saschagysel/
See abstract:
Everything as a Digital Asset Class
Christian Habich
Consultant, ARKADIA Management Consultants
www.linkedin.com/in/christian-habich-2a3095138/
www.twitter.com/HabichChristian
See chapter:
White Label vs Hybrid Advisory – Robos Strategic Options in a Differentiated Future
Pierre-Jean Hanard
Partner–Startup Advisor, The Startup Platform
See chapter:
Wealth Management-As-A-Platform – The New Business Architecture with PSD2
See abstract:
Social computing: an opportunity in investment advisory
Meirav Harel
Founder, MHfintechs
www.linkedin.com/in/meirav-harel-mhfintechs
See abstract:
7 Tips for Creating Excellence in Investment Trading Websites: Insight from Developing an Investment
Robo-advisors, Algo-trading and AI, VS. Social Trading and Crowd Wisdom: Seemingly opposing development
Martin Hartenstein
Head WM OCM Strategy and Business Transformation, UBS Switzerland
www.linkedin.com/in/martin-hartenstein/
www.twitter.com/MCKHartenstein
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Ralf Heim
Co-CEO, Fincite GmbH
See chapter:
Digital Asset Management in 2020 – Seven Theses
Ryan Held, PhD
Managing Partner and Founder, Dufour Capital AG
See chapter:
How to Digitalize Wealth Management at Banks
Harald Helnwein
CEO, Novofina
See chapter:
Digitizing Wealth Management
See abstract:
WealthTech, first of all, is about people
Once Upon a Time
Tobias Henry
Digital Wealth Lead – Managing Principal, Capco
www.linkedin.com/in/toby-henry-79498b13/
See chapter:
The Hybrid Advice Model
Dr Bolko Hohaus
Founder and CEO, HCP Hohaus Advisory
www.linkedin.com/in/bolko-hohaus-5406219
See abstract:
The Uber Moment of Asset Management Just Ahead
Jasper Humphrey
Ex-Head Technology, Systems, Modules, swissQuant Group AG
www.linkedin.com/in/jasperhumphrey
www.twitter.com/jasperhumphrey
See chapter:
Challenges of Digitizing Wealth Management Advisory
Laura Irmler
Senior Consultant, ARKADIA Management Consultants GmbH
www.linkedin.com/in/laura-irmler-260095138/
See chapter:
Digital Business Model for Wealth Management Operations as Matchmaker of Generations
Juho Isola
Co-Founder and CEO, TAVIQ Ltd
See abstract:
Digitally enhanced client acquisition process
What is value?
Vaughan Jenkins
Independent Consultant, META Finance
www.linkedin.com/in/vaughan-jenkins-consult/
See abstract:
Time Travelling Wealth Customers
Shalini Joshi
Wealth Management Consultant, TCS
www.linkedin.com/in/ShalinJoshi
See abstract:
Reimagine Advice: Augmenting Human Touch with Digital
Dr Yannis Kalfoglou
AI Strategist, Samsung Electronics
www.linkedin.com/in/ykalfoglou/
See chapter:
Embracing Emerging Technology
See abstract:
Automation as a launchpad to the future
Blake Kannady
Vice President – Product Strategy, Director – User Experience, Envestnet, Inc.
www.linkedin.com/in/blakeckannady
See chapter:
The Networked Client
Oren Kaplan
Co-Founder and CEO, SharingAlpha
www.linkedin.com/in/oren-kaplan
See chapter:
The 100 Trillion Dollar Market Failure
See abstract:
It’s time for a fund rating and advisor ranking platform
What do Wealth Managers and Fund Selectors have in common?
James Felton Keith
Chairman, International Personal Data Trade Association
See abstract:
Personal Data as an Asset Class
Gabriella Kindert
Head of Alternative Credit, NN IP
See chapter:
Key Success Factors in Gaining Market Share and Scale in Alternative Lending
See abstract:
Best practices and key recommendations for incumbent players to nurture innovation
Dirk Klee
Chief Operating Officer Wealth Management and Joint Chief Operating Officer UBS Switzerland AG and Member of the Executive Board UBS Switzerland AG, UBS Business Solutions
www.linkedin.com/in/dirkkleeinnovationarchitect/
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Suhnylla Kler
CEO, SDB Asset Management
www.linkedin.com/in/suhnylla-kler-17312b3/
See chapter:
“To Infinity and Beyond!” – Building WealthTech Applications has Never Been Easier
Desiree Klingler
Senior Consultant, Roland Berger
www.linkedin.com/in/désirée-klingler-50046689/
See abstract:
Robo-advisory: Digital first – Human second?
Matthias Koller
Director, Wealth Management Innovation Lab, UBS Switzerland AG
www.linkedin.com/in/matthiaskoller/
www.twitter.com/matthiaskoller
See abstract:
Future Wealthy Individuals: Who are they? What do they need?
Emerging technologies: What matters next?
Anida Krajina
Marketing, Tritra
www.linkedin.com/in/anidakrajina/
See abstract:
AI and behavioral finance collided
Jiri Kram
Customer Experience Solution Architect, Oracle
See abstract:
Why architecture matters!
Alex Kreger
CEO, UXDA
www.linkedin.com/in/alexkreger/
www.twitter.com/uxdesignagency
See abstract:
WealthTech Future is About Providing a Delightful Financial Experience
Creating Wealth Management Platform: If, What and How Considerations
Sandhya Krishnamurthy
CEO and Founder, S2E Consulting LLC
www.linkedin.com/in/sandhyakrishnamurthy
See abstract: Creating Wealth Management Platform: If, What and How Considerations
Financial Advice when Machines Make Financial Decisions on your Behalf
Andreas Kubli
Head Multichannel Management and Digitization, UBS Switzerland
www.linkedin.com/in/andreas-kubli-4a5445/
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Thomas Kuhn
Scientific Assistant at the Chair of Negotiation, ETH Zurich
www.linkedin.com/in/thomas-kuhn-a98b38100/
See abstract:
Business Drivers of Wealth Management
Veronika Kuznetsova
Managing Director, SuperCharger Fintech Accelerator
www.linkedin.com/in/veronika-kuznetsova-cfa-58a00136/
See abstract:
We Need An Intelligent Price Comparison Chatbot That Helps Us Invest In What We Believe In
Dominique Lahaix
Founder and CEO, eCairn Inc
See abstract:
Social Selling and Building Trust on Social Platforms
Peter Lancos
CEO, Exate Technology
www.linkedin.com/in/peter-lancos-b51b71ab
See abstract:
Internal Data Controls – Cost or Opportunity?
Dr Veronica Lange
Head of Innovation Group Technology Office, UBS Business Solutions AG
www.linkedin.com/in/veronica-lange-2b83692/
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Kamales Lardi Founder
and Managing Partner, Lardi & Partner Consulting GmbH
www.linkedin.com/in/kamaleslardi/
See chapter:
Wealth Management is Dead, Long Live Wealth Management
Kirsi Larkiala
Board Executive, Corporate and Investment Banking Executive, Grannenfelt Finance Oy
www.linkedin.com/in/kirsilarkiala
See abstract:
How Wealthtech will change the rhythm of sales towards corporate institutional clients?
Mike Lawrenchuk
Owner, 9999337 Canada Inc
www.linkedin.com/in/mike-lawrenchuk-039655123/
See abstract:
Power of the Global Community
David Lee, CAIA, JD
Managing Director, Privé Services Limited
www.linkedin.com/in/davidhyungteklee
www.twitter.com/misterdavidhlee
See abstract:
Three Factors of Driving Digital Advisory
Byron Levin
Director, FST
www.linkedin.com/in/byron-levin-39106a48/
www.twitter.com/FutureStartTech
See abstract:
Block by Block the Chain Keeps Growing
The #FinTech Fairytale
Looking into the future of FinTech rather than merely following the FinTech Illusion
The #FinTech Fairytale
Daniel Liebau
Founder, Lightbulb Capital
See abstract:
Investing in Innovation: Yes! But How?!
Gian Li Yi Senior Manager, RHB Investment Bank
www.linkedin.com/in/gian-li-yi-193b0a27/
See abstract:
Smart Machine for WealthTech
Clyve Lo-A-Njoe, CISSP
CEO, Blue Arca Cyber Security
See chapter:
Survival of the Fittest – Cyber Resilience
Nik Lysiuk
Senior Analyst, Compeer Limited
www.twitter.com/compeerlimited
See abstract:
Challenges for the Wealth Sector
Bruno Macedo
Business Architect, Five degrees
See abstract:
Security in the future of WealthTech
Amlan Mandal
CTO, BankerBay
www.linkedin.com/in/amlanmandal
See abstract:
A hybrid robo advisory offering
Marius Marinov
CEO, Lendpool
www.linked.com/in/Mariusmarinov
See abstract:
Granulation: Growing Selectively
Brett McDonald, CFA Associate Consultant, Strategic Insight www.linkedin.com/in/mcdonaldbrett/ See chapter: The Counter-Intuitive Reality of Robo-Advice Demographics
Alex Medana
CEO and Co-Founder, FinFabrik
www.linkedin.com/in/alexmedana
See abstract:
The democratisation of finance
Danica Medeiros
CEO and Founder, FlagSetters
www.linkedin.com/in/danicamedeiros/
See abstract:
Getting Through to the Millennial Mom and Transforming her Financial Future
Michael Mellinghof
Managing Director, TechFluence UK
www.linkedin.com/in/michaelmellinghoff/
See chapter:
Ten Reasons Why Digital Wealth Management Will Become a Worldwide Market Standard
Sylvia Michalski
Mentor, Program and Strategic Initiatives Leader, Caribou Digital
www.linkedin.com/in/samichalski/
See abstract:
The Best Advisor Voice – The Client Life Journey
Carlos Daniel Morales
Project Manager, CIAM
www.linkedin.com/in/carlos-daniel-morales-gabriel-6a35a839
See abstract:
Jaguar saved by Fintech
Bruce Moss
Strategy Director, EValue
www.linkedin.com/in/brucemoss1
See abstract:
Re-engineering advice and the distribution of retail financial products
Yvons Moysan
Master in Digital Marketing and Innovation Academic Director, IESEG School of Management
www.linkedin.com/in/yvon-moysan/
See chapter:
Is the Future of WealthTech Already in China?
Cheryl Nash
President, Fiserv Investment Services
www.linkedin.com/in/cherylnash
See chapter:
Essential Digitization in Wealth Management
Jean-Charles Neau
Founder, iconyl
See abstract:
One-to-One Marketing is the Grail of Private Banking
Alex Nechoroskovas
Founder, CEO, FinTech Summary
www.linkedin.com/in/alexnechoroskovas
www.twitter.com/FinTechSummary
See abstract:
Shift From Product & Profit To Customer & Technology – The Data Challenge
Dmitry Neginsky
Senior Research and Strategic Analyst, I Know First
www.linkedin.com/in/dmitryneginsky
See chapter:
AI-Powered Wealth Management Products and Investment Vehicles
Miguel Neumann
Founding Partner, Maecenas
www.linkedin.com/in/mikenuemannpm
See abstract:
Fine Art as an Asset Class; maximising the impact of DLTs in wealth management
David Newman
Co-Founder, Delio
www.linkedin.com/in/david-newman-3ab2b23b/
twitter.com/deliowealth
See abstract:
Enabling Private Asset Propositions with Technology: Why and How
Iain Niblock
CEO and Co-Founder, Orca Money
www.linkedin.com/in/iain-niblock/
www.twitter.com/orca_money?lang=en
See abstract:
Peer to Peer Lending: Crossing the Adviser Divide
Niclas Nilsson
Founder and CEO, Capnovum
www.linkedin.com/in/cannilsson/
See abstract:
Islamic WealthTech
Uday Nimmakayala
CEO and Founder, WealthObjects
See abstract:
Build your own Digital Wealth Platform in One Day
Mike Normansell
PR and Content Manager, Wealthify
www.linkedin.com/in/mike-normansell-mcipr-1300ab18
See abstract:
What’s the right amount of ‘robo’ for investment management?
What does the future hold for robo?
Eloi Noya
Managing Director, LoanBook Capital
See abstract:
The New Asset Class of P2B Lending
Dr Bernardo Nunes
Data Scientist, Growth Tribe Academy
www.linkedin.com/in/bernardofn
See abstract:
Behavioural Solutions for Digital Wealth Management
Shinsuke Nuriya
CIO and CFO, Crowd Realty
See chapter:
Challenges in the Japanese Wealth Management Market – Digital Issuance and Distribution of Japanese Real-Estate Securitized Products
Emeka Nwonu
Lead Consultant, CrystalPearl Consulting Limited
www.linkedin.com/in/Emeka Nwonu
See abstract:
The Future of WealthTech is Hinged on Collaboration
Johan Nylander
China Correspondent, Journalist
www.linkedin.com/in/johannylander
See abstract:
China going cashless thanks to fintech boom
Rodger Oates
Consulting Partner, Tata Consultancy Services
www.linkedin.com/in/rodgeroates
See abstract:
Private Banks are Zombies, They Just Don't Realize it Yet
Stephen Ong
Founding Partner, The Hub Exchange
www.linkedin.com/in/stephenjhong
See chapter:
Wealth Management – Preparing for a Digital Revolution
Telly Onu
Fintech/Blockchain Advisor, Impact Ecosystem Innovator, Freeman Capital
See abstract:
Intergenerational Customer Centricity in Wealth Management
Adam Oskwarek
Advisor, Spindizzy.biz
www.linkedin.com/in/adamoskwarek
See abstract:
Emotions, Building Balance and New Asset Classes
Dr Jochen Papenbrock
CEO and Founder, Firamis
www.linkedin.com/in/jochenpapenbrock/
www.twitter.com/FiramisCompany
See abstract:
Graph-based AI generating new business models in Wealth and Asset Management
Alpesh Patel
CEO and Founder, Alpesh Patel Ventures Limited
www.linkedin.com/in/alpeshbpatel/
See abstract:
Can We Really Change Behaviour?
Richard Peers
Industry Lead Retail, Private, Wealth Banking, Microsoft
www.linkedin.com/in/microsofta2z
See chapter:
Digital Super Powers – The Role of Artificial Intelligence in Wealth Management
Hien Phamthu
CEO, AssetMas
www.linkedin.com/in/hien-pham-thu-2a439143/
www.twitter.com/StombardAlfred
See abstract:
The Educational Wealth-Coin
Hari Pillai
Assistant Vice President, Channel Digital Strategy, Invesco Canada
www.linkedin.com/in/hari-pillai-b-e-mba-pmp-3355a415/
See abstract:
The new age of AI enabled investing
Katarina Prozorova
Founder and CEO, Robo-Advisor IIWOII
www.linkedin.com/in/katarina-prozorova-mba-13204691/
See chapter:
How Emerging Technologies Will Change Emerging Markets – Welcome Robo-Advisor X.0!
Andreas Przewloka
Chief Operating Officer and Operating Head WM Europe, UBS Europe SE
www.linkedin.com/in/andreas-przewloka-27a0752/ www.twitter.com/pscherlo
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Alberts Pumpurs
Account Director, Financial UX Design Agency
www.linkedin.com/in/albertspumpurs
See abstract:
Human Psychology and Simplicity are Keys to Design Useful WealthTech
Dr Efi Pylarinou Co-Founder, DailyFintech
www.linkedin.com/in/efipylarinou/
See chapter:
Empowering Asset Owners and the Buy Side
Giovanni Ravone
Head of Innovation, Rubik Financial
www.linkedin.com/in/giovanniravone
See abstract:
AI and Tech Giants Will Disrupt WealthTech
Paul Resnik
Director Marketing, PanPlus and Co-Founder, FinaMetrica
www.linkedin.com/in/paulresnik/
www.twitter.com/RegulationAsia
See chapter:
How to Give “Sleep-Tight” Robo-Advice
Dr Lipa Roitman
Founder and Partner, I Know First
www.linkedin.com/in/lipa-roitman
See chapter:
AI-Powered Wealth Management Products and Investment Vehicles
Pierre-Alexandre Rousselot
General Manager, KeeSystem
www.linkedin.com/in/pierre-alexandre-rousselot-3b48b951
See abstract:
Technologies That Wealth Managers Won’t be Able to go Without In 2030
Digitising Wealth Management to increase client satisfaction and company performance
Michal Rozanski
Founder and CEO, Empirica S.A.
www.linkedin.com/in/michalrozanski1
See chapter:
How AI Will Cause Robo-Advice to Completely Outperform Human Advice
Georges Ruchti
Senior Business Developer, Hypothekarbank Lenzburg AG
www.linkedin.com/in/georgesruchti
See abstract:
Another Swiss Revolution
April Rudin
President, The Rudin Group
www.linkedin.com/in/aprilrudin/
See chapter:
Becoming Millennial-Minded is Key for WealthTech
Sam Rudnick
AUM Growth Manager, eToro
www.linkedin.com/in/samrudnick/
See abstract:
Building the Next Generation of Wealth Management
Anni Kristiina Salo
Marketing Communications Manager, FA Solutions
See chapter:
Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry
Eric Salzmann
Co-Founder, fintechrockers.com
www.linkedin.com/in/salzmann-eric-a7970144/
See abstract:
Social Banking: How to Make Customers Happy
Francisco Santos
CEO, Industrias Metalurgicas Nacionales CA
www.linkedin.com/in/francisco-santos-27438725/
See abstract:
Translation to Spanish
Peter Sarlin
Co-Founder and Executive Chairman, Silo.AI
See abstract:
News and natural-language processing in wealth management
Joshua Satten
Blockchain Partner- Financial Services, North America, Wipro Limited
www.linkedin.com/in/joshua-q-israel-satten/
See abstract:
Blockchain in Asset Management: Disrupting and Advancing Business Architecture by introducing DTL
Veronica Schaerer
Innovation Strategist & Project Manager, UBS
www.linkedin.com/in/veronicarebecaschaerer
See abstract:
Banks are not going to die a slow death by a thousand cuts
That’s why the future of WealthTech lies in Switzerland
Sandro Schmid
CEO, AAAccell Ltd
www.linkedin.com/in/sandro-schmid-4508708/de
www.twitter.com/twitter.com/?lang = de
See abstract:
Robo-Advisor 2.0
Patrick Schoeni
Managing Partner, Jud Schöni & Partner AG
www.linkedin.com/in/patrickschoeni
See abstract:
Blockchain Leadership – How a Technology Calls for Next Generation Leaders
Angelique Schouten
CCO and Global Board Member, Ohpen
www.linkedin.com/in/angeliqueschouten/
See chapter:
How a Digital Architecture Can Lead to Tangible Business Results
Rob Seidman
Offering Manager, IBM
www.linkedin.com/in/robseidman
See abstract:
The New Paradigm: Insights-as-a-Service
Nikolaus Seitz
Legal Counsel, FinanzInvest Holding Group of Companies
www.linkedin.com/in/nikolausseitz
www.twitter.com/nikolaus_seitz
See abstract:
Gamification of the customer journey in wealth management
Dorian Selz
Co- Founder and CEO, Squirro
See abstract:
Turning Data Into a Competitive Advantage For Asset Managers
Tushar Shah
Co-Founder and Director, Centrum Group
www.linkedin.com/in/tushar-shah-50b5421/
See abstract:
The e-property entrepreuner
Nael Shahbaz
Wealth Manager, SAMT AG
www.linkedin.com/in/naelshahbaz
See chapter:
WealthTech – Business as Unusual
Monisha Shivdasani
Head of Marketing, Social Beat
www.linkedin.com/in/monashivdasani/
See abstract:
Are you curating your wealth management strategy to fit into digital disruption?
Bedrock Banking to Rising Rock Stars
Enrica Sighinolfi
Business Manager Wealth Investment Advisory EMEA, Deutsche Bank
www.linkedin.com/in/enricasighinolfi
See abstract:
Give me something that I don’t have. The Future of WealthTech.
Paolo Sironi
IBM Industry Academy, IBM
www.linkedin.com/in/thepsironi
See chapter:
Cognitive Decision-Making with “Insights-as-a-Service”
McKenzie Slaughter
Founder and CEO, Prohaus Group
www.linkedin.com/profile/mckenziemslaughter/
See abstract:
Making Self Directed Portfolio Management Social
Intergenerational Customer Centricity in Wealth Management
Lex Sokolin
Global Director Fintech Strategy and Partner, Autonomous
www.linkedin.com/in/alexeysokolin
See abstract:
The post-robo world of digital advice in 2025
Dr Jeremy Sosabowski
CEO, AlgoDynamix
www.linkedin.com/in/jeremysosabowski/
See chapter:
Financial Forecasting and Portfolio Optimization in the 21st Century
Konstantin Speidel
Program Manager Digital Transformation – Vice President, Allianz Global Investors
www.linkedin.com/in/konstantin-speidel
See chapter:
Just Do It! Using the Buzz Around Innovation to Empower Banks and Asset Managers
Florian Spiegl
Co-Founder and COO, FinFabrik
www.linkedin.com/in/florianspiegl
See abstract:
Technology as an Enabler of Accessible and High-Quality Advice
Peter Stephens
Head of Blockchain and UK Group Innovation, UBS Business Solutions AG UK
www.linkedin.com/in/pestephens/ www.twitter.com/stephepa
See chapter:
Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management
Sarah Stewart
Analyst, Strategic Insight
www.linkedin.com/in/sstewart20
See chapter:
The Counter-Intuitive Reality of Robo-Advice Demographics
See abstract:
The Financial Technology Revolution is a Myth
Dr John Stroughair ex-Partner, Goetzpartners www.linkedin.com/in/john-stroughair-61366112/ See chapter: How Gamification Can Attract Consumers to Sign Up
Angela Sun
Global Head of Strategy and Corporate Development, Bloomberg
www.linkedin.com/in/angela-sun-68b6a33/
See chapter:
The Business Case for Gender Equality
Brian Tang
Managing Director, Asia Capital Markets Institute (ACMI)
www.linkedin.com/in/brian-w-tang-7131293/
www.twitter.com/CapMarketsProf
See abstract:
AI and Robo-Advisory – Opportunities and Regulatory Challenges
Rohith Thatchan
Investment Analyst, Bambu Roboadvisory
www.linkedin.com/in/rohiththatchan/
See abstract:
Robo-Advisors: A Gift in Disguise for the Wealth Management Industry
Denis Thomas
Associate Director, KPMG
See chapter:
Blockchain as a Backbone to Asset and Wealth Creation
Hien Pham Thu
Team Head and Senior Quant Analyst, Deutsche Bank
www.linkedin.com/in/hien-pham-thu-2a439143/
www.twitter.com/StombardAlfred
See abstract:
The Educational Wealth-Coin
Eric Thuillier
Managing Partner, Investivity
www.linkedin.com/in/ethuillier/
See abstract:
Advancing the Robo-Advisory Proposition for All Clients: Wealthy and Non-Wealthy
Dr Roman Timm
Partner, Dufour Capital AG
www.linkedin.com/in/roman-timm-phd-95a307/
See chapter:
How to Digitalize Wealth Management at Banks
Marc Torrens
CIO, Strands
www.linkedin.com/in/marctorrens/
See abstract:
Personalized Wealth Management as the Next Wave of Robo-Advisory
Richard Turrin
Artificial Intelligence, FinTech, WealthTech, and InsurTech Professional, Chief Innovation Officer, Singapore Life
See abstract:
Wealthtech and AI: You can run but you cannot hide.
Matthias W. Uhl
CIO, FLYNT Bank AG
www.linkedin.com/in/matthias-w-uhl/
See abstract:
Digital Wealth Ecosystems are the Future of WealthTech
Mirko Ulbrich
Founder and Head of the Board, SAMT AG
www. linkedin.com/in/drulbrich
See abstract:
Stock market will change and classic wealth manager will lose
Brick and Mortar WealthTech will move online
Juan Manuel Vega Bellés
Chief Digital Officer, Principal Chile Management
www.linkedin.com/in/juanmanuelvegabelles
www.twitter.com/juanmanuelvega
See chapter:
WealthTech in Latin America
See abstract:
What got you here, won’t get you there: The challenges of driving innovation and disruption
A Look into Fintech development in Latam
Dirk Vonden
Principal, ARKADIA Management Consultants
www.linkedin.com/in/dirkvonden/
See abstract:
Talking Robo – Financial Intelligence Having Fun
Benjamin Von Euw
Corporate Digital Strategy Advisor, Industrial Alliance
www.linkedin.com/in/benjaminve
See abstract:
WealthTech will not only serve the wealthy
George Vukotich
Managing Partner, FinTank
www.linkedin.com/in/georgevukotich/
See abstract:
Building and working with FinTech Incubators
Mentoring Startups – What Angels Can Do
Charles Warnock
Consultant, Content Marketing Factory
www.linkedin.com/in/charleswarnock
www.twitter.com/charleswarnock
See abstract:
Will WealthTech Change the World?
Gerd Weissenboeck
Managing Partner and Co-Founder, Zelig Associates
www.linkedin.com/in/gerdweissenboeck
See abstract:
The Digitization of Wealth Management has been Slow but is Gaining Momentum
Max Wilbers
Consultant, ARKADIA Management Consultants
www.linkedin.com/in/MaxWilbers
See abstract:
Can the Combination of WealthTechs and Millennials Toss Incumbents Out of the Game?
John Wise
Co-Founder and CEO, InvestCloud LLC
www.twitter.com/JohnInvestCloud
See chapter:
The Personalization Pillar
Stephanie Wissmann
Founder and CEO, TRADEofficer
www.linkedin.com/in/stephanie-wissmann/
www.twitter.com/Steph_Wissmann
See abstract:
The death of a fund manager: The power of curation and convenience
Dev Worah
Head of FinTech Solutions
See abstract:
Your Personal Digital Financial Advisor – WealthPal
Jasen Yang
Investment Industry Innovation, Polly Portfolio
www.linkedin.com/in/jasenyang/
www.twitter.com/pollyportfolio
See abstract:
Opinions, feelings, and what really matter to clients
Stefan Zeisberger
Professor, Radboud University
www.linkedin.com/in/stefan-zeisberger-92859093
See abstract:
How simulated experience improves investor decisions
Zeng Zilling
VP, ZONFIN China www.linkedin.com/in/zeng-ziling-3683663a/ www.twitter.com/feanosword
See chapter:
Investment and Issuance Distributed in Blockchain