Seminar on Private Banking

Aims
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.
Evaluation
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

1. 15:30 February 19th Room A-23
   G. Vergani: “Wealth management transformation. State of the industry, thrusts and challenges”
   
   
2. 15:30 February 26th Room A-23
   G. Vergani: “Private Banking: a spotlight onto a discrete handcrafted mighty industry”
   
   
3. 15.30 March 05th Room A-23
   M. Bosco, S. Pugliesi: “When institutional asset management meets individual wealth”
   
   
4. 15:30 March 12ve Room A-23
   W. Jacob: “Strategy in wealth management: approach and deployment”
   
   
5. 15:30 March 26th Room A-23
   H. Specking, “Relevance of philanthropy services in wealth management”
   
   
6. 15.30 April 9th Room A-23
   G. Barone Adesi: „The competitive advantage of Swiss Wealth Management“
   
   
7. 15:30 April 16th Room A-23
   Y. Vertes Von Sikorszky: “Family Business and family governance for UHNWI
   
   
8. 15:30 April 23rd Room A-23
   Andrea Rocci: ““Interpersonal Communication in Private Banking”
   
   
9. 15:30 April 30th A-23
   A. Pravini : “Private equity and corporate advice in Wealth management”
   
   
10. 15:30 May 07th Room A-23
    Fabi / Tonchia: “ Digitalization trends in Wealth Management”
    
    
11. 15:30 May 14th Room A-23
    Tbd
    
    
12. 15:30 May 28th Room A-23
    Andrea Kressbachand Niccolo Fumasoli: “Wealth structuring and succession planning”

Speakers:
1, 2 Giovanni Vergani: ADDWISE, adviser at financial institutions
3 Matteo Bosco/ Severino Pugliesi: Lagom Family Office SA  – Lugano
4 Wolfgang Jacob: Credit Suisse, Director at Private Banking Latam
5 Heiko Specking: heiko specking + partners, founder and partner
6 Giovanni Barone Adesi: Prof. ordinario di teoria finanziaria USI
7 Yvonne Vertes Von Sikorszky:  UBS Head Family Advisory
8 Andrea Rocci: Professore ordinario e direttore dell’Istituto di argomentazione, linguistica e semiotica
9 Andrea Pravini: Credit Suisse, Director at Private Banking
10 Adrea Fabi /Alessandro Tonchia: Finantix LTD
12 Andrea Kressbach /Niccolò Fumasoli: UBS Wealth planning