A New Programme for the Modern Private Banker to be Launched by CFTE

A New Programme for the Modern Private Banker to be Launched by CFTE

London, 9th March 2022 – Today, cryptocurrencies, NFTs, DAOs are all seen as diversified investments among HNWIs and UHNWIs. To help private bankers have a solid foundation of these fundamental changes in the industry and cater to evolving client needs, CFTE is building the first programme that’s designed for the modern private banker to help understand the latest fintech trends, new ways to manage wealth, new investment products and the emerging UHNWI profiles. CFTE aims to collaborate with thousands of bankers to build the course by encouraging people to share feedback on what they’d like to learn.

Digital Finance has transformed every avenue of finance and now Private Banking is witnessing a paradigm shift too. 68% of HNWIs hold cryptocurrencies, $22bn was invested in NFTs last year and DAOs are picking up interest among the world’s billionaires. But in most cases, private bankers are not on the same page as their clients. 49% of financial advisors were asked about ‘Cryptocurrencies’ by their clients, in 2021, but not all bankers know enough about the market to guide their clients. It’s perhaps the first time in history where we are in this strange situation where clients know much more than their bankers in terms of new investment products.

Tram Anh Nguyen, CFTE’s Co-founder “Before being an entrepreneur, I was a Private Banker for Ultra High Net Worth Individuals at UBS in London, and an advisor to Family Offices.

I am therefore very aware of the changes that technology is bringing to the world of Wealth Management, from New Money created by Fintech Entrepreneurs to New asset classes such as Cryptocurrencies to new Client Interests in Digital Art such as NFT.

This can be very exciting, but also very confusing. There is so much noise in that space, is it all hype? Or are there some interesting trends to understand?

I believe that for the modern Private Banker, it is essential to understand how this new world of Fintech is transforming the industry, what are these new asset classes emerging, and how clients are changing their behaviour and for anyone to understand this new complex world of investments”

To help bankers keep up with the latest developments CFTE is designing the first-ever programme for the modern private banker. The programme aims to be designed in a way to:

• Help Private Bankers understand fintech trends like DeFi, Cryptocurrencies, NFTs and more.
• Give an understanding of how Fintech and Digital Assets have created new wealth.
• Get an overview of the new investment products that exist today.
• Learn how new generations of UHNWIs are being built.

CFTE would like to create a course that reflects the diversity of the industry. That’s why we aim to collaborate with thousands of bankers and industry experts around the world, by asking them their views on what is important to include in the course. Feedback on the course is open to anyone who wishes to share their insights on the ground. To reward the time and effort to provide feedback, CFTE will send contributors a complimentary course about NFTs.

The programme is extremely timely for Private Bankers or those aspiring to enter the industry when digital finance has taken work by storm. To help bankers keep pace with the newest developments in financial technology, the programme will aim to be created to get them the insights they need. The ultimate goal being to help bankers have better discussions with clients and be able to easily communicate what matters to them today. This will not only help meet the new goals and objectives of UHNWIs and HNWIs, but also help bankers discover new avenues to manage and grow their client’s wealth.

The programme is open for pre-registrations for those interested and who wish to be updated when we launch. We are also currently accepting feedback and views on the programme content to structure the final programme. CFTE also aims to take this mission to educate Private Bankers to the next level through collaboration and welcomes potential partners who would like to join forces to develop the programme as a sponsor

About CFTE:

CFTE is a global knowledge platform in digital finance that aims to liberalise education by making learning about the biggest technologies and trends in finance accessible to anyone. We help people build skills to transform their careers with courses that go beyond traditional learning. At CFTE you can learn from those steering the biggest developments in the financial sphere – from global CEOs to disruptive entrepreneurs hailing from Starling Bank, UBS, Mastercard, IBM and other large institutions. To help meet every learner’s goals, CFTE offers Specialisations to get certified in any area of digital finance as well as continuous learning material to stay on top of the latest trends in digital finance 365 days a year on THINK. From beginner to master, at CFTE there is something for everyone.

Contact details:

Press Contact: press@cfte.ecucation

Partnership Contact: partners@cfte.education

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Frequently Asked Questions

The Centre for Finance, Technology & Entrepreneurship (CFTE) is a global education platform that aims to equip financial professionals and organisations with the necessary skills to remain competitive in a rapidly changing industry. Our leading training programmes, curated by global industry experts, help talent build skills to join the digital revolution in finance. CFTE’s courses are globally recognised with accreditations from ACT, IBF, CPD, SkillsFuture and ABS.

At CFTE, our mission resonates with every learner’s goals to rapidly advance in their career, to thrive in their next project or even to lead the disruption in finance with their own venture. To help you do this, CFTE gives you the tools you need to master the right skills in digital finance. We bring exclusive insights from leaders that are steering the developments in the financial sphere from global CEOs to disruptive entrepreneurs. With CFTE you don’t just learn what’s in the books, you live the experience by grasping real-world applications.

If you are looking for rich insights into how the Financial Technology arena is transforming from within, we can help you get the latest knowledge that will stir things up in your career. CFTE offers leading online programmes in digital finance, covering an expanse of topics like – Payments, AI, Open Banking, Platforms, Fintech, Intrapreneurship and more, that will help you conquer the financial technology landscape. With this expertise at your disposal, you will be on track to turbocharge your career.

You will be learning from a curated line-up of industry leaders, experts, and entrepreneurs hailing from Fortune 500 companies and Tech Unicorns, among others. They will each be presenting their knowledge and experience in the field of digital finance. No matter if you are embarking on a new journey or fortifying your role, these lecturers and guest experts will guide you through the perspective of established institutions like – Starling Bank, Wells Fargo, tech giants like – Google, IBM, successful startups such as – Kabbage or Plaid, among many more!