Advanced Digital Wealth Management

Key Learning Objectives

  • Name new disruptive players in Wealth Management. Define concept of WealthTech. Apply Christensen and Ambidextrous Strategies.
  • Understand the concept of Roboadvisors. Differentiate between geographic variations such as Mega Advisors and Automated Wallets.
  • To apply, evaluate and critically define characteristics of Copy Trading and Social Trading with particular focus on white labelled solutions.
  • To review Digital Currencies. To dissect the underlying Distributed Ledger Technology. To explain risks and opportunities in Tokenized Assets.
  • To connect the dots between Financial Wellness, Personal Financial Management, User Dashboards and Open Banking.
  • To judge new asset classes such as Securitized Crowdfunding and P2P Lending. To identify the three key risks related to Crypto Assets.
  • To articulate the path of information from Big Data to Artificial Neurons, Neural Networks, Machine Learning and Deep Learning.
  • Predict how Spatial Computing, 5G, AR, VR and other emerging technologies transform Wealth Management and extend the value chain.
  • To examine trends in cybersecurity such as the exponential spread of Hybrid Risks. To locate growing techniques in Digital Fraud.
David Gyori is a globally renowned FinTech consultant, trainer, author as well as keynote speaker. He is CEO of Banking Reports Ltd London, providing top quality FinTech training for bankers all over the world. David is frequent Keynote Speaker of premier international banking and FinTech events: he recently gave speeches in London, Brussels, Cape Town,...
Leave a Reply

    Company details

    Name of authorised manager


    Terms and Conditions

    By placing an order or making a purchase, you agree to the terms set forth below.

    Orders Processing and Timelines: Upon receipt of full payment, your order will be processed.

    Products: Actual products may differ slightly in appearance to images shown.

    Product Availability and Limitations: Given the popularity and/or supply constraints of some of the products, Masterclass Events may have to limit the number of products available for purchase, this will be prominently displayed on our website.

    Pricing and Payment: All prices are exclusive of VAT, of South African currency (ZAR). Masterclass Events reserves the right to change prices for products displayed at any time, and to correct pricing errors that may inadvertently occur. Quotations/Proforma invoices are valid for 30 days after the quotation date, subject to availability of stock. We shall take all reasonable efforts to accurately reflect the description, availability, purchase price and delivery charges of Goods on the Website. Take note that there may be errors on the Website. Should such errors be made and it is not due to our gross negligence, we will not be held liable and reserve the right to rectify the error.

    R13 995.00 (Ex. VAT) (ZAR) or $970.00 (USD) (all Inclusive)

    3+ delegates: 10% group discount
    6+ delegates: 15% group discount
    12+ delegates: 20% group discount

    Event Details
    • Days
    • Start Date
      7th Sep 2021 09:00
    • End Date
      9th Sep 2021 13:00
    • Status
    • Category
    Join our mailing list

      By clicking Join, you acknowledge that your personal information and any information shared in this form will be processed for direct communication and marketing from Masterclass Events (Pty) Ltd only. We will not distribute any of the information that you have shared with us to any third party. You do have the right to unsubscribe or opt-out of our direct marketing at any point in time.
      I accept the Terms and Conditions as above


      I would definitely recommend this course to my colleagues and would like to attend courses that are presented by Masterclass.

      FirstRand Bank

      Great Course

      Thanks for a great course. I thoroughly enjoyed myself and your staff were excellent.

      Liberty Life


      The organisers are very professional and really caring. Felt really valued as a delegate.