HWZ launches CAS Digital Wealth Management

Digitalization is massively changing the business models of asset managers. There is more transparency, customers can obtain information more easily, and processes are accelerating. Communication is becoming faster and runs through several channels at the same time. New risk/return models are emerging through data analysis. In order for wealth managers to remain employable, it is necessary to face the digital transformation and to deepen the application-oriented knowledge in this area. "This CAS course is the best way to get a global insight into the field of Digital Wealth Management in a very short time. The CAS Digital Wealth Management helps course participants take their next career steps in this industry," emphasizes course director Martin Meyer from HWZ. He knows what he's talking about, being a founder and entrepreneur with many years of experience in the financial services industry. The Head Innovation Global Wealth Management at the major bank UBS is very familiar with global developments. Martin Meyer gained his in-depth education during his studies in Zurich and New York. Meyer is the founder and owner of two Swiss think tanks that deal with digitalization and its effects.

Four Blocks and Study Tour to London

The CAS Digital Wealth Management is divided into four blocks. The "Digital Mindset" block examines megatrends and their impact on wealth management. Changing customer needs are analyzed in the "Customer Experience" block and personalized solutions are developed. In the "Business Models" block, everything revolves around new ecosystems in wealth management, new formulas that are shaping risk and investment behavior, and fintechs that are adding to the pressure on margins. The "Technology" block addresses technological challenges such as cyber security, regtech, artificial intelligence and machine learning.

The new CAS focuses on the question of tomorrow's customer. It is about the added value that can be offered to them in the future. The study tour in London will visit not only globally operating wealth tech companies, but also the innovation labs of major banks to learn how they are already anticipating the customer needs of the future.

Ideal for digital investment advisors

This course is aimed at employees in Wealth & Asset Management and Private Banking. It is a credit-bearing module of the MAS Digital Excellence for Financial Services. The CAS Digital Wealth Management Management is also recognized by the SAQ as a recertification measure.

The first implementation starts in February 2020 and lasts six months (18 study days, including 3 days Study Tour). The number of participants is limited to 24. Students with MAS admission can take the CAS as a recommended elective module for the MAS Digital Excellence for Financial Services.

For more information https://fh-hwz.ch/produkt/cas-digital-wealth-management/