HTE407BKK
Wealth Management Technology
Faculty
Evgeny Kovalishin
Senior Partner at FinEx Group/FinEx Capital Management
Course length
Duration
Total hours
Credits
Language
Course type
Fee for single course
Fee for degree students
Skills you’ll learn
Overview
WealthTech is one of the key elements of the FinTech landscape. Thinking about FinTech in general as a technology that disrupts traditional players like banks, WealthTech targets the second largest source of banking revenues – Savings and Investments (which are way ahead of payments – a typical target for first FinTech start-ups like PayPal). What’s even more important, every person faces issues of their wealth management and knowing how to deal with them properly will help to avoid painful mistakes.
Learning highlights
- After the course, students will have an understanding of the WealthTech global landscape, key business models and strategies employed, as well as the underlying methodologies that get automated through the use of IT technology.
- In particular, students will know how the financial market works in practice, how investment portfolios are built and managed, which key players provide wealth management services to their clients, and how new technologies may disrupt this segment.
Course outline
15 classes
Session 1
WealthTech General Overview
Session 2
Key Asset Classes and Capital Market Expectations
Session 3
Expectations for Different Asset Classes - Equity and Fixed Income
Session 4
Expectations for Different Asset Classes - Alternatives
Session 5
Modern Portfolio Theory and Asset Allocation
Session 6
Implementing Modern Portfolio Theory via ETFs
Session 7
Basics of Risk Management
Session 8
Basics of Portfolio Management
Session 9
Market Indexes and Benchmarks
Session 10
Portfolio Monitoring and Rebalancing
Session 11
Introduction to Business Strategy
Session 12
Practical Cases in WealthTech
Session 13
Practical Case in Robo-advisor Business Strategy
Session 14
Practical Case: Robo-advisor in Details Course Wrap-up
Session 15
Final Exam: Project Presentations
Prerequisites
Basics of Probability Theory and Statistics.
Basic knowledge of financial instruments (stocks, bonds, funds, etc.).
Familiarity with key concepts from Pre-requisite materials (ppt presentations) is sufficient for (1)-(2) above.
Methodology
The course is based on the CFA Institute curriculum and includes lectures and case discussions. We will specifically cover the theoretical background of investments and portfolio management.
Grading
Evgeny is an investment manager with extensive international experience in portfolio management (traditional and alternative investments) and VC/PE. With a successful track record of investment performance, he possesses deep experience and in-depth knowledge of financial engineering. He also has a strong academic background and significant experience on the buy side with various financial institutions and under different regulatory frameworks.
Evgeny is founding partner of FinEx Group - global asset manager with $1bn+ under management and pioneer of ETFs and Robo-advising in Eastern Europe. He used to teach FinTech and Portfolio Management courses at Moscow State University.
See full profileApply for this course
Wealth Management Technology
by Evgeny Kovalishin
Total hours
45 Hours
Dates
Jan 13 - Jan 31, 2025
Fee for single course
€1500
Fee for degree students
€750
How to secure your spot
Complete the form below to kickstart your application
Schedule your Harbour.Space interview
If successful, get ready to join us on campus
FAQ
Will I receive a certificate after completion?
Yes. Upon completion of the course, you will receive a certificate signed by the director of the program your course belonged to.
Do I need a visa?
This depends on your case. Please check with the Spanish or Thai consulate in your country of residence about visa requirements. We will do our part to provide you with the necessary documents, such as the Certificate of Enrollment.
Can I get a discount?
Yes. The easiest way to enroll in a course at a discounted price is to register for multiple courses. Registering for multiple courses will reduce the cost per individual course. Please ask the Admissions Office for more information about the other kinds of discounts we offer and what you can do to receive one.