Before co-founding Yainvest, Yulia worked for the CTO of UBS Wealth Management, where her role involved enabling ventures that harnessed new technologies for capital markets such as machine learning, SaaS and blockchain. Over the course of an extensive career, she has launched over 20 technology, media, and telecommunications services and initiatives. She holds a Global Executive MBA from Columbia University and London Business School, and a double MA in Telecoms Engineering and International Business.
Investors are not always rational—emotions, biases, and psychological tendencies often influence their decisions. As wealth managers, it's crucial to recognize and guide clients through these behaviours to achieve better financial results.
July 17, 2024 - Lisbon/Baar/Astana - We are excited to announce a new collaboration between Yainvest, a leading innovator in applied behavioral finance technologies for wealth management, and Unowa, a recognized provider of inclusive educational solutions. Together, we are launching new inclusive educational courses that will teach Swiss wealth management know-how in primary schools in developing markets.