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".

News

Outstanding Diploma Theses Executive Program 2010-2011


Events

15.02.2012 - Zurich
SFI Alumni Luncheon mit Rolf Bögli, Credit Suisse AG,
Chief Operating Officer Private Banking
Topic: The future of Private Banking
Members only

01.03.2012 - Zurich
Inaugural Conference of the SFI-Capco Institute
Paper Series on Banking
Topic: Banking in the "Glocal" World. About Capco...

15.03.2012 - Zurich
Women's Luncheon with Brigitte Baumann,
CEO, Go Beyond
Topic: Angel Investing: Women With Wings

21.03.2012 - Geneva
SFI Evening Seminar with Prof. Pierre-Marie Glauser
Topic: Value through Wealth Planning -
Key Trends in Taxation of Private Investors

19.04.2012 - Zurich
SFI Breakfast Seminar mit Patrik Schellenbauer
Topic: Der Wohnungsmarkt in der Regulierungsspirale?
Mythen und Fakten zum Wohnen


More events...

Podcasts

15.12.2011
Panel "Operationelle Risiken" with
B. Zanella Fux, ZKB &
Prof. P. Embrechts, ETH Zurich


More Podcasts...

Press release

Inaugural SFI-Capco Conference,
March 1st, 2012 - Zurich


More press releases...

SFI in the news

NZZOnline: Europäische Kontroverse
um Finanztransaktionssteuer

Handelszeitung: Hedge Funds -
Study by SFI Ass. Prof. Franzoni

Ticino Libero Online: La volatilità

Wirtschaftsblatt: OnlineA: Kundengespräche

Le Temps: L'EPFZ


More press coverage...