Watch as Alois provides a short background on his firm, Pirker Partners, and on his rationale for establishing the firm on the back of an extensive career in research, and prior to that, in the financial services industry in Europe and the United States. Pirker Partners maintains a singular focus on WealthTech innovation, whether it be in the work carried out for financial services firms, or vendors in the FinTech / WealthTech space.
During the interview, Alois outlines how the wealth management industry is under significant – and ongoing – pressure to generate profits, which has implications on the way firms operate their businesses, with a shift in some instances to outsourcing, to more extensive partnering, and of course, all with a constant focus on innovation. How can advisers free up more time to spend with their clients? What role can and does technology play in this regard? What market segments are ‘most interesting’, what is happening across the market, what are the trends, and what are the key challenges firms are looking to address – and how?
