Alois Pirker
About
Pirker Partners is built on Alois' 25 years of extensive wealth management industry experience gained through myriad research and strategy consulting engagements across many key innovation topics, industry segments, and geographies.
Alois Pirker is the Founder and CEO of Pirker Partners. During Alois’ 25-year tenure in the wealth management industry, he had the opportunity to collaborate, discuss industry trends, and provide advice to many of the leading wealth management firms and financial-technology companies around the globe. Alois is a recognized expert on the wealth management market and its structure as well as many important trends that shape this industry, including financial-advisor processes and platforms, digital transformation in wealth management, the independent advisor market, and portfolio management processes (incl. separately managed accounts and direct indexing) to name a few. Alois has been quoted in various media outlets, including The Wall Street Journal, Bloomberg, Reuters, Dow Jones, Barron's, Investment News, Financial Planning, RIA Biz, Ignites, and FundFire. Alois has been part of the panel of judges for the annual Global Private Banking and Global Wealth Tech Awards, presented by Financial Times’ Professional Wealth Management magazine, since the awards' inception.
Professional Experience
Before starting his own firm in January 2023, Alois built and led Aite-Novarica Group’s market-leading wealth management research practice for 16.5 years. Before joining Aite, Alois was an Analyst within Celent's securities and investments group (now part of Oliver Wyman).
Prior to entering the market research world, 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 U.K., 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 program in Switzerland. While at UBS, Alois also completed the Private Banking Diploma, UBS' training program for financial advisors.
Education
Alois holds B.S. and M.S. 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. <Back>