1J4492204-0

Swiss Certified Wealth Planner (International)TM

Module A: Swiss Private Banking and Wealth Management 

 
Lecturer

 c3Franz Odermatt

Swiss-certified Expert in Finance and Investment, lic.phil I.

Partner at Odermatt Wealth Management and at Crossbow Partners, Baar, SwitzerlandFranz Odermatt has decades of experience in advising wealthy clients, at UBS and now as an independent advisor; IfFP lecturer for many years. Crossbow Partners AG is an independent financial advisor that specializes in tailor-made advice for sophisticated clients with institutional needs. As one of the pioneers in Switzerland, we have invested in active and alternative asset managers since the 1990's. The company was founded by former senior people of renowned family offices and is wholly owned by its employees.

 
Outcome
 
As an outcome, participants will be able to assess and build their own business case as wealth managers, both on the level of wealth management companies and wealth manager individuals.
 
Curriculum Content（2 Days）
 

  • Overview of the private banking industry

  • Definition of (Swiss) private banking / wealth management

  • Switzerland as a financial center: The soft factors

  • The value chain in private banking

  • Understanding the private banking performance indicators (exercise)

  • Client needs: How are they likely to change?

  • Basic business models in private banking (DIY, Advisory, Discretionary, Wealth Management)

  • The importance of technology (trend to mobile/online, big data, etc.)

  • Case study: Mobile/online offering of a private bank

  • Challenges for private banks: Focus, Growth, Technology, Costs, People, Regulation

  • New competitors: Fintech/ robo-advisors

  • Opportunities and threats for the wealth management industry

  • What are the strategic options for private banks?

  • Case study: New business models of private banks

  • Application of key findings to the Chinese market

  • Summary and conclusions: Assess and build the business case for wealth management companies and private banks: What is your business model of choice, both on the level of your company and you as an individual?


Registration Consultation

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