Banking Strategies & Wealth Management

Objectives
Combine theory and practice by introducing students to the “real life” of a bank when it comes to define a strategy and make the main business decisions.

Description / Program

The course provides an introduction to the elaboration of a Strategy for a Financial Institution, starting from the understanding of the financial environment and the macro trends characterizing the banking processes, down to client’s segments, products and services, and business areas (retail banking, private banking, commercial banking, investment banking and asset management with a specific focus on wealth management).

In order to be able to offer a Value Proposition and to adopt a consistent Delivery Model, the definition of objectives and the elaboration of a SWOT analysis referring to the positioning of a company within its market have to be part of the strategy development.

Consistent and efficient strategy also means complying with rules and regulations, in particular applying the requested standard on capital, risk management and organization.

The course will focus mainly on the current market conditions, on the difficulties affecting banking institutions, as well as on the important and structural changes impacting the financial industry.

Some “case study” will be analyzed in class, giving students the possibility to learn from more than 25 years of experiences accumulated by the lecturer.

Learning Method / Style of Lessons
Two-hour class each week for a total of 28 hours

Exam Style
Oral

Requested Material
Provided by the lecturer

Readings/Textbooks
Provided by the lecturer