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

Managing Director
Marius Bauer, CFA

Expertise von

Marius Bauer, CFA

- +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)

Schedule your first meeting with our team.