"Global Wealth and Asset Management" Seminar Ends With a Great Success!

 
Many people know not to put all eggs in one basket. But how should we put them in different baskets?

On May 16 and 17, the IfFP Institute for Financial Planning held a lecture on "Global Wealth and Asset Management". The lecture was given by Mr. Costantino Lanni, Executive Director and Project Director, ZHAW Financial Research Centre, Switzerland.

Through historical data analysis, the 90-year long-term returns of American stock market, Wall Street development history, annual returns of Standard & Poor's and American bonds, and statistical and mathematical methods, Mr. Costantino Lanni introduced how to measure risks, flatten risks through time, calculate underpaid risks, which provided basis for students to explain wealth planning risks to customers, and provided detailed guidance for individual wealth management to avoid risks.

 Mr. Costantino Lanni, Member of the Executive Board and Program Director of the Center for Financial Studies of the University of Applied Sciences, Zurich (HWZ)
Core question: How to build a portfolio?

Mr. Costantino Lanni constructed portfolios through expected returns on assets, expected volatility of assets, and expected correlation between assets in portfolios. He focused on what relevance is, how to define the relevance of two assets in a mathematical way before determining the diversity of a portfolio, and how to disperse risks and improve returns.

By sharing the experience as an investment expert and how to benefit from investment, and his experiences of living in Shanghai as an American, he explained the practice of investing in wealth and asset management around the world. During the feedback process, the students indicated that they had learned a lot from the lecture. They also expected more case sharing and practical case exercises.

Sharing

Mr. Wang, a private banker in China, shared the following ideas: Different dimensions between the first and second generations of Chinese customers by gender, age, education, and etc. Mr. Wang also gave a brief introduction to Chinese customers' overseas investment destinations, habits and expectations of investment returns. Mr. Wang mentioned that as China is emerging as an economy, the wealth management demand is huge, but the wealth management concept needs education and training, and the expertise and accomplishment of our wealth management professionals need to be improved urgently.

 Mr. Wang, a private banker in China

 
Final review and forecast

IfFP Institute for Financial Planning expresses its sincere appreciation for the active participation of the different participants in the last three issues. We believe that there will be more excellent wealth management planners in China to participate in the teacher's learning and sharing, and find out the unique investment methods and service modes belonging to different customers.

On June 15-16, 2019, a two-day training course on "Alternative Investment in Switzerland" will begin soon!

IfFP Institute for Financial Planning looks forward to meeting more students who are interested in improving wealth management expertise and service skills, as well as more exchanges and knowledge collisions between Swiss financial experts and Chinese wealth management practitioners.
 

Let's keep learning throughout the lifetime!