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Target Audience
Dates and Program
Course Structure and Learning Methodology
Speakers
Registration & Contact
Provisional Reservation
SFI Alumni consensus forecast
Program Overview
The seminar is held from June 8 – 11, 2009

June 8, 2009

Topics Speakers

Introduction to the seminar


Dr. Harry Hurzeler

Trends in Wealth Management (INSEAD Case UBS)

Dr. Harry Hurzeler

Branding, segmentation and the client offering

Dr. Harry Hurzeler

The key drivers of profitability: International benchmark studies (BCG Study)

Dr. Peter Nicolai Damisch

Conclusions: The KPI determinants of profit

Dr. Harry Hurzeler

Retaining clients (Group work) Dr. Harry Hurzeler

June 9, 2009

Topics Speakers

KYC: From risk tolerance to investment strategy


Prof. Enrico De Giorgi

KYC: The challenge of really knowing your client
(Group exercise with case Felix Stromberg)

Peter Schuppli / Dr. Harry Hurzeler
Acquiring clients (Group work)

Peter Schuppli / Dr. Harry Hurzeler

Communicating under stress

Prof. Gerhard Steiner

Developing existing clients (Group discussion I)


June 10, 2009

Topics Speakers

The legal aspects of knowing your customer


Martin Peter

Developing existing clients (Group discussion II)

Peter Schuppli / Dr. Harry Hurzeler

For RMs:

Advising HNWI

Geoff Marsh

For Team Leaders:

Developing the advisory capability:
Sales Meetings, Coaching

Peter Schuppli / Dr. Harry Hurzeler

Measuring and encouraging success

Boris Collardi
Selecting and developing RMs N.N.

June 11, 2009

Topics Speakers

Organising your business


Dr. Harry Hurzeler
The advisory experience

Werner Peyer
Individual work and closing discussion:
Balancing KPI, personal conclusions, action plan
Dr. Harry Hurzeler

Events

13.06.2013 - Zurich
Panel: Agrarrohstoffe: Was ist zu tun, was ist zu lassen?

25.06.2013 - Zurich
SFI Breakfast Seminar with Dr. Andreas Wespi
Advanced Persistent Threats - etwas, das auch die Banken betrifft?

More events...


Press releases
More press releases...

SFI in the news

Tribune de Genève: Nomination
Article referring to the Nomination of Marco Bizzozero, CEO Deutsche Bank (Suisse) SA to SFI Foundation Board

Giornale del Popolo: Bizzozero succede a Alfredo Gysi
Article reffering to the Nomination of Marco Bizzozero, CEO Deutsche Bank (Suisse) SA to SFI Foundation Board

Handelszeitung Online: Geheimwissenschaft Chefsalär
Article mentioning the Swiss Finance Institute



More press coverage...

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