WealthTech Fundamentals
Urs Bolt
WealthTech Educator & Opinion Leader
Master WealthTech: Navigate the Digital Wealth Management Revolution
Robo-advisors are replacing advisors. AI builds portfolios in seconds. RegTech automates compliance. Wealth management is being rebuilt – adapt or risk obsolescence.
What You'll Master in 2 DaysDecode Disruption: Understand how AI platforms and automated advisory displace traditional models– and where human expertise wins.
Navigate the Ecosystem: Map WealthTech from robo-advisors to blockchain assets, spotting opportunities and threats.
Master RegTech: Learn compliance frameworks governing digital wealth platforms.
Analyse Real Cases: Study actual startups and transformations - what worked, what failed, why.
Anticipate Trends: Explore digital assets and embedded finance before they disrupt you.
What Makes This DifferentNo theory lectures but practical frameworks from Southeast Asia's WealthTech hub, taught by a practitioner with experience building wealth platforms. Leave with implementation-ready insights.
For: Wealth managers, advisors, banking executives, fintech professionals leading transformation.
Outcome: Apply immediately to career advancement, business innovation, or ventures in financial services' fastest-growing segment.
What you’ll learn
Learn digital wealth management essentials, WealthTech's impact, ecosystem trends, regulations, future innovations through expert insights.
Gain insights into WealthTech and its transformative role in reshaping the landscape of financial services.
Acquire a solid foundation in digital wealth management and wealth management practices being disrupted.
Explore the diverse WealthTech ecosystem, understanding its segments and regional trends.
Deepen your understanding through real-world case studies, examining startups and tech innovations.
Gain valuable perspectives and insights from industry experts, preparing you for future trends and challenges.
Navigate the complex regulatory landscape and legal frameworks, understanding the role of RegTech for established and WealthTech players.
Stay ahead of the curve on upcoming trends, ensuring a forward-thinking approach in the realm of digital wealth management and WealthTech.
Learn directly from Urs
Urs Bolt
A passionate and empathetic lecturer and educator with over 25 years experience.
Who this course is for
Senior executives and managers from private banks, retail banks, and asset management firms
Wealth management product managers and business strategists
Entrepreneurs and founders in the FinTech and WealthTech space
Prerequisites
Business or technology degree or equivalent education & professional experience
You benefit most with a foundational understanding of technology and/or business.
Basic understanding of financial services and wealth management concepts
Your practical experience will give you kickstart to comprehend the course learnings for applicable use cases.
Familiarity with digital technologies and software applications
Your technical understanding will speed up the development for your own digital wealth project.
What's included
Live sessions
Learn directly from Urs Bolt in a real-time, interactive format.
Course material
Numerous insights with summaries of research.
Case studies and use cases
Documented with links to sources and websites.
List of references and links
Immediate access to leading sources of knowledge in the area of digital wealth management.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
7 live sessions • 16 lessons
Week 1
Feb
10
Live Session 1 (4 lessons, 3h)
The Evolution of Wealth Management
Deep Dive into the Wealth Business
Feb
12
Live Session 2 (4 lessons, 3h)
The WealthTech Ecosystem
The Incumbents' Response
Week 2
Feb
17
Live Session 3 (3 lessons, 2h 15m)
Core Technologies in Digital Wealth Management and WealthTech
Use Cases in Digital Wealth Management and WealthTech
Feb
19
Live Session 4 (3 lessons, 2h 15 min)
Digital Investment Platforms
Schedule
Live sessions
6-9 hrs / week
This is a short course over 3 weeks, consisting of 20-24 lessons, 16-20 hours in total. Optional you can request an individual course which I can deliver in 2 days. You shouldn't expect much homework but for those serious about preparing for a business project or a startup venture, you may definitely want to pick my brain and request mentorship.
Tue, Feb 10
8:00 AM—11:00 AM (UTC)
Thu, Feb 12
8:00 AM—11:00 AM (UTC)
Tue, Feb 17
8:00 AM—11:00 AM (UTC)
Projects
1-3 hrs / week
Create your own WealthTech venture or digital wealth management project. This is part of the course, but you can start the exercise (individual or in a group) separately and use the course to verify and refine your business case. Instructions to follow.
Async content
1-2 hrs / week
Pre-reading and research at your own pace. Read the additonal articles (links on course page). More reading material to be uploaded.
How WealthTech is Reshaping Southeast Asia's Wealth Management - LinkedIn
https://www.linkedin.com/pulse/how-wealthtech-reshaping-southeast-asia-wealth-urs-bolt-%E5%8D%9A%E5%
Why WealthTech Matters in Southeast Asia - Finews Asia
https://www.finews.asia/finance/44522-ur-bolt-liam-reeve-why-wealthtech-matters-in-southeast-asia