Alois Pirker

Alois Pirker

Research Director

Areas of Expertise: Advisor Trends, Advisor-Focused Platforms and Tools, Data and Analytics, Digital Transformation, Fee-Based Business and Separately Managed Accounts, Registered Investment Advisors (RIAs), Retail Clearing and Custody

Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.

Mr. Pirker has been quoted in various media outlets, including The Wall Street Journal, Bloomberg, Dow Jones, Reuters, American Banker, Investment News, Financial Planning, Ignites, and FundFire. Since its inception, Mr. Pirker 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.

Before joining Aite Group, Mr. Pirker was an analyst within Celent's securities and investments group, where he published several studies and advised clients on new strategic technologies in the financial services marketplace. Prior to his time at Celent, Mr. Pirker 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, Mr. Pirker was a data architect within UBS' enterprise data warehouse program in Switzerland.

Mr. Pirker 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.

Webinars

Tuesday, July 14, 2020 | 7 a.m. ET
Personal, Relevant, Timely and Actionable: Client Engagement in the ‘Next Normal’ To jump-start the discussion we will share the results of our recent survey on ‘Client Engagement in Wealth Management’, undertaken by WealthBriefing and Finantix. Research director...
Monday, June 29, 2020 | 9 a.m. ET
Is the wealth management industry in prime position today to meet the challenges of COVID-19? We think that it depends on where wealth managers are on their journey to their digital future. Firms that have been investing in creating front-to-back digital technology capabilities and client...

Analyst Views

December 12, 2019
The RIA market is one of the fastest-growing industry segments in the wealth management market in the United States (see Aite Group’s New Realties report). The RIA market growth has outpaced any other full-service business model for over a decade now. The fee-based nature of the RIA space paired with a fiduciary standard of care has made this market segment very attractive for breakaway brokers (...
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