H-FARM College
 Wealth Management, Investment Strategies and Technology

Wealth Management, Investment Strategies and Technology



This module discusses the change in the Asset and Wealth Management through Technology, Investment Management and Sustainability.

Topics covered include:

  • Artificial Intelligence applied to Wealth Management, cost reduction and impact on industry profitability.
  • The innovation of products and services (passive vs active investment).
  • The advent of Big Data in the definition of investment strategies, both active and passive, in facing green and sustainable challenge.
  • Trading activity: the introduction of platforms, the evolution of clearing houses and custodian banks.
  • Customer management at the time of robs Advising; new management and communications skills.

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