Banking Strategies & Wealth Management

Ever wondered why some banks outperform others? And what can you do about it? This course aims to study the sources of competitive advantage in the financial sector, providing essential tools and concepts to identify the key drivers of superior performance. It offers an exploration of strategic management principles and applies them to the banking industry, emphasizing the pivotal aspects of strategic choices and internal capabilities in shaping and sustaining competitive advantages.

Complementary to the finance and investments tracks, the course's “Wealth Management” part focuses on presenting a holistic, cross-disciplinary wealth management strategy, and provides content on wealth governance, family advisory, wealth structuring, and succession planning. Moreover, it adopts a value chain-based approach, analyzing and challenging current business models while reassessing the role of relationship management.

A final project on strategy ensures the integration of theoretical knowledge with real-world strategic complexities, while several case studies will be analyzed in class, giving students the opportunity to learn from the experience of the lecturers.

Provide students with a clear understanding of how financial intermediaries react to the changing financial environment and adhere to new standards, while also learning about their key processes and relevant value chain.

In presence

Four-hour class each week for a total of 56 hours per semester.

Written exam, divided into two sections: multiple-choice questions (40% of the evaluation) and open-ended questions (60% of the evaluation).