Conversations with industry experts on Private Banking
People
Course director
Description
The goal of the “Conversations” is to reflect on the changing landscape of the wealth management industry examining the challenges, opportunities and innovative trends that characterize Swiss and global wealth management. The seminar highlights aspects of a holistic, cross-disciplinary offering, the changing role of the relationship manager and the unique blend of competencies needed to realize a superior client experience. It also provides some insights as to secular trends like digitalization and sustainability and on key processes of the value chain.
Objectives
Deliver, by experienced practitioners, a view on selected Private banking topics, featuring both the holistic offering of the wealth management model and practices of the industry, together with key elements of the PB blueprint.
The course also aims at reducing the gap between the professional and the academic worlds, providing the students with the opportunity to liaise with industry professionals.
Teaching mode
In presence
Learning methods
The format of the course is based on classes, 2-hours each week for 28hours/semester, led by industry practitioners covering the selected topics. Case studies throughout the whole program are key to support the course objectives.
Examination information
Written exam. Students must elect one topic out of those discussed and have it approved. Exam will encompass the selected topic. Divided into 2 sections: essay (80% of evaluation) and MC questions (20% of evaluation)
Education
- Master in European Studies in Investor Relations and Financial Communication, Lecture, Core o elective in alternanza con Conversations with industry experts on Investor Relations - SP, 2nd year
