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Mario Bassi WealthTech

Mario A Bassi
Senior adviser business development, private wealth management, based in Sydney, Australia

Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for HNWI/FO/EAM service providers. He draws upon his detailed understanding from roles such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.
Previously, Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director and head Asia for Synpulse Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

Yuri Bender WealthTech

Yuri Bender,
Editor-in-Chief, Professional Wealth Management, based in London, UK

Yuri Bender is a financial journalist focusing on private banking, international asset management and capital markets. He has edited and launched a variety of titles at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management pan-European and Asian magazine, website and events hub. He has promoted and led debate on how private banks and asset management groups must match customer needs. He moderates panels on financial, business and cultural issues in Europe, the US and Asia, has reported from developing markets including Indonesia, Malaysia, China, Russia and Ukraine and writes a regular column for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School.

Urs Bolt WealthTech

Urs Bolt
WealthTech adviser, based in Switzerland

Urs has 30 plus years’ experience in the financial services industry, mainly in wealth management, investment banking and banking technology business. His 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.
Urs’ current focus is to help fintech and regtech companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for fintech solutions, build business partnerships, manage projects and implement corporate structures and processes. Urs is active as a speaker, panelist, moderator, interviewee, microblogger and author. In addition he advocates for social and political causes and is an ecomodernist/pragmatist in favour of new energy policies balancing economy and ecology. He believes in a sustainable environment based on scientific research not ideology. 

Seb Dovey WealthTech

Sebastian Dovey
Independent wealth management consultant, based in London, UK

Seb is an entrepreneur, board adviser and thought leader in the financial services sector. His specialist knowledge is in the field of wealth management globally. Among his current board roles he is on the advisory board of Align17, a global impact investment platform. As an entrepreneur, Sebastian co-founded the multiple award-winning global consultancy and research enterprise, Scorpio Partnership. This was acquired by Aon in 2014.

During a 20 plus year career, Sebastian has created value for institutions in the development and execution of strategic recommendations surrounding commercialisation, marketing, business development, product development, digital, M&A and client experience in wealth companies. Since the 1990s, Seb has also been a regularly published thought leader and keynote speaker on a wide range of industry issues focused on the family office, UHNW and HNW market. He is a recognised expert on the optimisation of the client journey for millionaires and billionaires. He has won multiple industry business awards over his career and most recently has been shortlisted for Individual Thought Leader of the Year, which is to be announced in April 2018.

Seb was a founding judge of PWM’s Global Private Banking Awards and has helped to steer the process effectively since then. He is also a leading judge at several other industry award solutions. In 2017 he was appointed as a business mentor for the Mayor of London’s International Business Programme. The companies being advised are predominantly scale-up tech businesses. As an angel, Sebastian has been engaged in the field since the late 1990s and currently has multiple commitments in the fintech, retailtech, loyalty, workplace, edtech, bioscience and impact sectors. All enterprises are focused on the transformational approach to future customer behaviour.

Since the mid-1990s Seb has completed hundreds of advisory and implementation assignments around the globe for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up wealth management initiatives.

Spiros Margaris WealthTech

Spiros Margaris
Influencer and venture capitalist, based in Switzerland

Spiros Margaris has more than 20 years of national and international experience in investment management/research for family offices, UHNWIs, HNWIs, institutional clients and innovation and technology management. 

He is ranked the No. 1 global fintech influencer and the No. 2 insurtech influencer by Onalytica. He regularly appears in the top three positions of established global industry influencer rankings. He is also ranked the No. 11 AI influencer worldwide by Jay Palter Social Advisory and the No. 10 blockchain influencer by Right Relevance. He is a speaker at international fintech and insurtech conferences, and he publishes articles on his innovation proposals and thought leadership. He published an AI white paper, “Machine learning in financial services: Changing the rules of the game,” for the enterprise software vendor SAP.

He is a senior adviser at Glance Technologies, Arbidex, Datametrex AI, kapilendo.de, moneymeets.de and at F10 Fintech Incubator and Accelerator. He is a director of Cannapay Financial Inc.

Alois Pirker WealthTech

Alois Pirker
Research director wealth management, AITE Group, based in Boston, US

Alois is a research director at Aite Group, LLC, specialising in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and adviser-focused platforms and tools.

Before joining Aite Group, Alois was an analyst within Celent's Securities & Investments Group, where he published several studies and advised clients on new strategic technologies in the financial services marketplace.

Prior to working for Celent, Alois was an associate director of investment solutions at UBS Wealth Management in London. In this role he developed business requirements and managed the delivery of various initiatives targeted at the launch of UBS’ separately managed accounts business within the five largest European wealth management markets (the UK, Germany, France, Italy and Spain). Before assuming this role, he led a team of business analysts responsible for all data warehousing/reporting requirements for the implementation of UBS’ European wealth management platform.

Before moving to London, Alois was a data architect within UBS’ enterprise data warehouse programme in Switzerland.

He holds BS and MS degrees (Diplom-Ingenieur) in applied computer science from the University of Klagenfurt in Austria. He also studied at the École Polytechnique Fédérale de Lausanne in Switzerland, where he wrote his master's thesis on data management. He is fluent in English and German and proficient in French.

April Rudin WealthTech

April Rudin,

Founder and president of The Rudin Group based in New York City, US

April is a leading  financial services marketing strategist and digital media expert distinguished by her ability to forecast, analyse, and illuminate critical trends in the industry to drive new client acquisition and brand awareness. A wealth management/UHNW sector specialist and digital/social media authority, April has partnered with many of the most revered financial institutions in the world to design and execute forward-looking marketing and communications programmes that are designed to engage their HNW and affluent investors. April is on the board of advisers for NexChange, a global financial services social network based in Hong Kong.
April is a regularly featured source of expert commentary on wealth management and financial technology for international news and business outlets, trade publications, and broadcast media. She has been a frequent contributor to Huffington Post, CFA Institute, American Banker, and many other HNW publications. A well-known global speaker on wealth, Nextgen and fintech, April has spoken to a variety of audiences around the world in Asia, Europe, South Africa and other locations. April is known for bringing her “joie de vivre” to wealth management, next gen and fintech conversations.

Stephen Wall WealthTech

Stephen Wall,

Co-founder, Head of Marketplace & Content, The Wealth Mosaic, based in London, UK

Stephen is a research analyst focused on the global wealth management sector. With 12 years’ experience in the sector, he has recently co-founded a new global digital market network dedicated to bringing wealth managers and solution providers closer together based on transparency and knowledge, called The Wealth Mosaic.

With a specialist focus on wealth management, Stephen has been involved in morew than 70 different research projects covering a board variety of wealth manager types, a broad range of different service providers to the sector including technology, consulting, accounting, philanthropy, trust, investment managers and government, and covering a wide array of geographies international jurisdictions covering North America, Europe, Asia and Latin America.

In terms of project experience, Stephen has led or supported projects focusing on: market analysis, sizing and gap analysis; competitive intelligence and benchmarking; market entry strategy; client, adviser and intermediary insight; partnership identification and strategy, sector overview reports and more specific work looking at a range of relevant technology areas such as portfolio management, digital tools and client onboarding.

In Stephen's current role, his interest is focused on broadly understanding the evolving business needs of wealth managers and, to support those needs, has built a platform that supports the discovery, understanding, engagement and tracking of the deep and changing marketplace of solutions and solution providers that seek to service this market and those needs.