Dates and Program

FINANCE


	FAME Program

	Geneva Executive Courses in Finance
MANAGEMENT


	Senior Management Program in Banking

	Executive Program

	Advanced Executive Program

	Int. Private Banking and Wealth Management Retreat

	International Wealth and Tax Planning


	Target Audience



	Dates and Program



	Course Structure and Learning Methodology



	Speakers



	Registration & Contact



	Provisional Reservation

MASTER


	Dual Degree Executive MBA in Asset and Wealth Management

Dates and Program

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

	NEWS

Events 22.09.2010 Information session on Bank Management Programs (EP, AEP, SMP in Banking) 28-29.09.2010 Senior Executive Seminar 2010 Topic: Trust, Values and Value Creation - How a 'good' Banker can navigate Conflicting Demands More events... Podcasts 29.04.2010 Klimawandel – Was gilt? Was ist zu tun? Panel 19.03.2010 and 22.03.2010 State of the art in asset allocation: diversification management Speaker: Attilio Meucci More Podcasts... Press release Tepper School of Business, HEC Lausanne and Swiss Finance Institute launch a Dual Degree Executive MBA in Asset and Wealth Management More press releases... SFI in the news Corriere del Ticino:Quali prospettive dopo la crisi eFinancialCareers.ch: Interview avec Dr Harry Hürzeler, l'actuel COO du Swiss Finance Institute NZZ: Vom Secret Banking zum Private Banking More press coverage...