Customized Courses for Different Groups

 
Seminars for Managers and Advisors
The managerial view to wealth management: business models, advisory process, and more
 
Topic 1
Wealth Management: Business Models of the Future
•    Current business models – a short review
•    Business models of the future:
       -     Execution only
       -     Advisory Mandate
       -     Investment Mandate
       -     Enhanced Wealth Management Services
•    Appraisal
       -     Strengths and weaknesses of each model
       -     Key success factors
•    Practical examples: business models of some Swiss banks
•    Outlook: The future of wealth management
•    Your work agenda
 
Topic 2
The Advisory Process in Wealth Management 
•    Process design
•    Critical components:
       -     Assessment of client potential, cross-selling/cross-advisory, deal closing, customer care
•    Key success factors of process design
•    Some implementation issues:
       -     Client assessment: compliance, knowledge & experience, risk assessment, personality
       -     Client segmentation
       -     Organization
       -     Performance evaluation and staff incentives
       -     Advisor profile
•    Your work agenda
 
Topic 3
Wealth Management for Entrepreneurs 
•    Challenges and objectives
       -     Asset risk, sales risk, retirement risk, inter-generation transfer, asset protection, advisor risk, emotional challenges
       -     Objectives
•    Concepts and solutions of family enterprise WM
       -     Wealth Planning / Succession Planning
       -     Asset and Income Planning / Asset Management
       -     Asset Protection
•    WM for entrepreneurs as a business case
       -     WM services and products
       -     Business benefits
       -     Prerequisites
•    Your work agenda

Seminars for Wealthy Clients
How to preserve and grow your wealth: Family wealth, global diversification, new investments
 
Topic 1
Go Global – How to Diversify Internationally
•    Challenges and opportunities of global investing
•    How to invest your global wealth
       -     Asset strategies
       -     Your personal asset plan
       -     Investment selection: process
•    How to structure and hold your global wealth
       -     Objectives and challenges
       -     Solutions: segregated account, holding company, trust, insurance policy
       -     Custody and asset protection
•    Practical examples
 
Topic 2
Family Enterprise Wealth Management 
•    Challenges and objectives
       -     Asset risk, sales risk, retirement risk, inter-generation transfer, asset protection, advisor risk, emotional challenges
       -     Objectives
•    Concepts and solutions of family enterprise WM
       -     Wealth Planning / Succession Planning
       -     Asset and Income Planning / Asset Management
       -     Asset Protection
 
Topic 3
Beyond Stocks and Bonds: Investment Opportunities of the Future 
•    Introduction: the need for diversification
•    Alternative, non-traditional, hybrid, or absolute? Some definitions
•    Investment opportunities of the future
       -     Real estate
       -     Hedge funds
       -     Private equity
       -     Sustainable investments
       -     … and more
•    Investment selection
       -     Key factors of the due diligence
       -     Process of selecting direct investments
       -     Process of selecting collective investments (mutual funds)
       -     Structuring investments
       -     Practical examples
•    How to combine? Asset strategies