WealthTech Fundamentals - Launch Pad

Hosted by Urs Bolt

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WealthTech Fundamentals
Urs Bolt
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What you'll learn

Why you should join the WealthTech Fundamentals Short Course

Understand digital wealth management, the technologies and customer experience. Apply learnings for your own venture.

Practical and Comprehensive

Within 3 weeks you will learn how digital wealth management and WealthTech is changing the investment landscape.

Quick Start into Digital Wealth Management and WealthTech

Build you own digital wealth management business case!

Why this topic matters

Wealth building and serving the growing affluent investors in Southeast Asia is not possible without scaled digital innovation. Gain new perspectives and applicable knowledge from the leading opinion leader in Southeast Asia's WealthTech sector.

You'll learn from

Urs Bolt

Lecturer & Educator - Mentor & Coach | Wealth Management - WealthTech - FinTech

I provide my expertise in digital banking and wealth management with 35+ years of experience in wealth management, investment banking, and financial technology. As a thought leader in FinTech, WealthTech, digital assets ecosystems I keep up with industry trends and emerging tech.

My strength is in developing digital platforms, leading strategic business initiatives to success, and building communities. My solution-minded approach prioritizes stakeholder needs; my cross-cultural proficiency facilitates collaboration with diverse teams. Partner with my experience to achieve your goals!

Previously at UBS, Credit Suisse, Alpian

UBS
Credit Suisse
Alpian Bank
ti&m AG
The Banking Academy

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