As Senior Business Advisor, Ian is a trusted business and technology advisor helping executives and board members of private banks and wealth managers to adapt and future-proof their businesses as the industry enters a period of unprecedented change. He provides relevant, timely and valued perspectives through his deep industry and process knowledge, extensive executive network, multiple project experiences and proven techniques and tools for analysis through to action. He also mentors and guides Orbium’s innovative fin tech, reg tech and software partnerships, including those involved with core banking evolution, data analytics, investment management risk enhancement and data provision to meet cross border regulatory compliance.
Ian is an influential and globally recognized thought leader, providing insights on industry relevant topics and has led a succession of respected global industry private banking surveys over the last twenty years. The latest is Orbium’s Wealth Management C-Level Survey which is aimed at getting a forward looking view on how executives are shaping the evolution of the future industry. Focused on themes around evolving good practice in meeting changing client needs, relationship manager effectiveness, technology evolution and other topical key areas, it provides timely, relevant and unique insights and enables participants to discover where their views and focus differs or aligns with those of their industry peers.