Marius Bauer, CFA
Marius is Managing Director & Partner at FinPlanet. He has profound expertise in the areas of securities processes, operating models and the implementation of complex projects
Marius is Managing Director & Partner at FinPlanet. He has profound expertise in the areas of securities processes, operating models and the implementation of complex projects
- +12 years of consulting experience in the financial services sector;
- 3 years in corporate development at LBBW
- Chartered Financial Analyst, CFA
- Co-Head of Private Banking & Asset Management at Porsche Consulting
- Lead of DLT blockchain activities at Porsche Consulting (FS)
- Various successful TOM and OPEX projects for large asset managers and banks in the DACH region including:
-> Target development of the DLT-IT architecture
-> Impact analysis of securities' settlement processes by switching to to security tokens and DvP
-> Development of a new target operating models including implementation roadmap
-> Core/non-core functional analysis including sourcing strategy
- Various growth-oriented projects focusing on on and off-chain assets (e.g. analysis of the monetization potential of digital assets, deriving new target customers and personas for crypto assets, etc.)
- Various capital market compliance projects (e.g. eWpG, MiFID, EMIR, AIF/UCITS)