Banking Strategies & Wealth Management

Ever wondered why some banks outperform others? And what can managers do about it? "Banking Strategies" (i.e. strategic management in banking) examines the sources of competitive advantage in the financial sector, equipping students with the analytical tools and conceptual frameworks needed to identify the drivers of superior performance in banking. We explore core principles of strategic management and apply them to financial institutions, with particular emphasis on how strategic choices, internal capabilities, and business model design shape long‑run success.

This "Wealth Management" part of the course provides a conceptual and practical introduction to private banking and wealth management for HNW/UHNW clients, integrating: (i) the wealth management advisory process, (ii) portfolio construction and asset allocation, (iii) client relationship management and behavioral considerations, and (iv) wealth planning topics including taxation, retirement, and estate/succession planning—framed by professional standards and regulatory constraints.

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.

• Lavoro dignitoso e crescita economica
• Agire per il clima

In presenza

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).