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Seminar on Private Banking


Barone Adesi G.

Docente titolare del corso

Rocci A.

Docente titolare del corso

Vergani G.

Docente titolare del corso

Raimondo C.



The goal of the seminar is to reflect on the changing landscape of the wealth management industry examining the challenges, opportunities and innovative trends that characterize Swiss wealth management on the backdrop of a rapidly changing global financial services industry. The seminar adopts a holistic, cross-disciplinary perspective, adopting the point of view of the relationship manager and examining the changing role of this professional figure and the unique blend of competencies needed to ensure its viability in the current competitive landscape of wealth management services. From this perspective the seminar will consider the fundamental financial, legal and managerial aspects of the profession, paying attention at the same time to relationship management and communication strategy, as well as to the psychological aspects of decisions in wealth management.

Course structure      
The course format consists of a series of presentations by industry professionals and researchers followed by a question-answer session with the participation of the students.

Students will be evaluated on the basis of their attendance active participation to the seminar’s discussions. Furthermore, students will be asked to prepare an oral presentation (based on a literature review or on a case study) on one of the topics discussed in the seminar. Oral presentations will be held during the summer exam session and will be accompanied by a slideshow, a 1,000 word abstract, and a bibliography.

Scheduled Lectures (Room tbd)

  1. 15:30 February 27th Room A-23
    G. Vergani: "Wealth management transformation. State of the industry, thrusts and challenges"
  2. 15:30 March 6th Room A-23
    G. Vergani: "Private Banking: a spotlight onto a discrete handcrafted mighty industry"
  3. 15.30 March 13th Room A-23
    M. Bosco: "When institutional asset management meets individual wealth"
  4. 15:30 March 20th Room A-34
    W. Jacob: "Strategy in wealth management: approach and deployment" 
  5. 15:30 March 27th Room A-33
    H. Specking, "Relevance of philanthropy services in wealth management"
  6. 15:30 April 3rd Room A-23
    B. Amman:  "Main regulatory actions affecting the wealth management industry"
  7. 15.30 April 10th Room A-23
    T. Raedler e Y. Vertes Von Sikorszky: "Family Business and family governance for UHNWI"
  8. 15:30 April 24th Room A-23
    A. Pravini : "Private equity and corporate advice in Wealth management"
  9. 15:30 May 8th Room A-23
    P. Schüffel: " Digitalization trends in Wealth Management"
  10. 15:30 May 15th Room A-23
    TBD: "Wealth structuring and succession planning"
  11. 15:30 May 18th
    G. Barone Adesi

1, 2 Giovanni Vergani: ADDWISE, adviser at financial institutions
3 Wolfgang Jacob: Credit Suisse, Director at Private Banking Latam
5 Heiko Specking: heiko specking + partners, founder and partner
6 Patrick Schüffel: Professor, Institute of Finance at Haute École de Gestion (HEG) de Fribourg/ Switzerland, former COO at SAXO Bank Switzewrland
7 Beat Amman: Legal counsel
8 Matteo Bosco: Aberdeen Asset Management, head of business development Switzerland and southern Europe
9 Tania Raedler e Yvonne Vertes Von Sikorszky:  UBS Family Advisory
10  Andrea Pravini: Credit Suisse, Director at Private Banking

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