ALFI Global Asset Management Conference
Connecting investors and meaningful projects
Alan’s many years of experience represent a unique blend of fintech expertise, holding senior management positions in some of the world’s leading financial services providers and technology suppliers. Alan is currently Sales Director for ERI, supplier of the award-winning OLYMPIC Banking System, leading the global sales team. Alan is also an active member of the ABBL Digital Strategy Committee, the ABBL Financial Data Space Working Group, as well as the ALFI Technical Committees for Digitalisation of Asset Management (AM) Value Chain and Technologies & Innovation.
Speaking at
As global wealth grows, the next wave of opportunity for asset and wealth managers lies in understanding evolving client needs and capturing growth across regions. Firms are moving beyond product-led models toward integrated, solution-driven strategies, collaborating to deliver better outcomes and more personalised experiences, powered by AI-enabled distribution. At the same time, the retailisation of private markets is opening institutional-quality opportunities to a broader range of investors, enhancing diversification and long-term potential. Private assets and legacy planning are also taking centre stage, as generational wealth transfer and evolving family office structures reshape governance and investment priorities. Join industry leaders to explore how private markets, AI-driven distribution, and next-generation wealth strategies are redefining the future of wealth management.
Managing Director
CEO
Sales Director
Executive Director Wealth Advisor