The seminar is aimed at experienced managers of private wealth who
want to reassess what objective investment advice can be given to individuals in the wake of the current
financial crisis.
This seminar is aimed squarely at investing private
wealth. The seminar does not address the issues of understanding the client's financial objectives nor
any other area related to knowing the client. The seminar also does not train advisors in how to advise
or how to sell to private clients, nor does it deal with the processes of acquiring, developing and
retaining private clients. All these aspects are dealt with in the Swiss Finance Institute seminar "Developing
Private Banking".
