Alois Pirker

Alois Pirker

Director, Wealth Management Practice

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 Director of Aite-Novarica'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.

Alois 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. 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.

Before joining Aite-Novarica, Alois 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, 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.

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.


Tuesday, January 11, 2022 | 11:00 a.m. ET
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. [RECORDING AVAILABLE] Join Aite-Novarica Group Wealth Management Practice...
Tuesday, March 02, 2021 | 4:15 p.m. ET
In today’s unpredictable environment, the adoption of new technology has moved from a luxury to a necessity. Legacy systems can hamper firms forced to grow their books of business virtually due to Covid-19. Unfortunately, finding the right technology platform to fuel your growth isn’t easy....


February 7, 2022
Like other industries, wealth management organizations have dedicated much of the last two years to mitigating the effects of the pandemic. But as we enter 2022, the wealth management industry needs to look toward the future and prioritize keeping up with this quickly changing market. Organizations will need to adjust their business models to account for the modified economic situation as...
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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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