Frank Thole

Frank Thole

Managing Partner

Diplom Kaufmann (Business Administration Graduate), M.Phil., CFA Charterholder

German apprenticeship as banker (Bankkaufmann)

Contact: Frank.Thole@wepex.de

Professional Competence

  • 30 years of international professional experience in the financial industry
  • Consulting and management positions at renowned international banks, exchanges and asset managers in Germany, Europe, US, Near/Middle East and Asia
  • Head WEPEX Competency Technology & Digitalization:  Digital Banking, Blockchain, DLT, Crypto Assets, Robotic Process Automation, Intelligent Automation, Artificial Intelligence, Quantum Computing,  Innovative Ecosystems, Platform Economy
  • Product & Financial Engineering, new product implementation (securities, certificates, derivatives, structured capital market products, securities lending, repos, funds, ETF’s, AIFs, CFDs – as well as other finance products for retail, private banking as well as PWM clients and HNWIs)
  • Mergers and acquisitions (M&A), Private Equity, Venture Capital,  IPO, ICO, STO and corresponding consolidation/integration projects (PMI etc.)
  • Introduction of new business models, products and distribution channels
  • Restructuring and transformation projects incl. Managed Services, BaaS, BPaaS
  • Trading, valuation and risk management architectures (banks, exchanges, asset managers, KVGen), IT architecture, and IT strategy
  • Risk and compliance management: ensuring compliance with regulatory requirements

Methodical Competence

  • Acquired methodical skills for business analysis and project management at an internationally renowned Tier 1 consulting firm
  • Many years of experience in program/project management based on marketable state-of-the-art methods (GPM certified, Scrum certified, ITIL Foundation): Capital Markets, Investment Banking, Asset Management, Private & Wealth Management, Retail & Core Banking
  • Professional coverage of the entire project lifecycle (business case, project setup, technical conception, implementation control incl. Water case & Scrum, test management, rollout, benefit collection)
  • Certified management methods and scientific research, analysis, and teaching methodology at a German university of excellence (RWTH Aachen) und other international universitities and management schools (University of Gallen, University of Derby, University of Virginia, Osnabrueck, Maastricht School of Management)

Professional Stations

  • Since 2010: WEPEX Management Consultancy (Partner)
  • Since 2016: WEPEX micobo Digital & Blockchain Lab, Global Crypto Excellence (Co-Founder, Partner)
  • 2007 – 2010: Deka Bank (Head of Business Management, Corporates & Markets COO)
  • 2005 – 2007: WestLB Duesseldorf and London (Director Capital Markets)
  • 2002 – 2005: Deutsche Bank Frankfurt and London (Investment Banking)
  • 1999 – 2002: Andersen Consulting/Accenture (Consultant, Project Manager)
  • 1998 – 1999: Deutsche Bank Frankfurt and New York (Risk Analyst)
  • 1988 – 1998: Bank apprenticeship, training examination (IHK) followed by work as a bank clerk (also during studies) in retail and core banking with private and corporate customers

Other Relevant Competences

  • Chartered Financial Analyst (CFA Institute, Virginia(USA)
  • Instructor aptitude test, teacher qualification (IHK)
  • After a first degree in business administration, postgraduate degrees and doctoral studies at a German university, lectureships followed at various universities (RWTH Aachen University, FOM University, Frankfurt School of Finance and Management, Maastricht School of Management, University of St. Gallen, University of Derby, University of Applied Sciences Osnabrueck, University of Virginia)
  • Financial and banking studies and publications in journals
  • Former scholarship holder, mentor and lecturer of a renowned German academic foundation (Konrad-Adenauer-Stiftung e.V.)
  • Founder and Co-ordinator of WEPEX Advisory Board and WEPEX micobo Digital & Blockchain Lab
  • Founder and Advisor of several FinTechs

Skype: Frank.Thole@wepex.de

Social Networks:

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