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SFI International Wealth Management Retreat
Program and Dates
Target Audience
Admission and Application
SFI International Bank Management Program
SFI Managing International Asset Management
SFI Advanced Executive Program
Master of Advanced Studies (MAS) in Banking
Diploma of Advanced Studies (DAS) in Banking (Executive Program)
Certificate of Advanced Studies (CAS) in Corporate Banking
Certificate of Advanced Studies (CAS) in Asset Management
Certificate of Advanced Studies (CAS) in Real Estate Finance
Swiss Cross-Border Wealth Management Certification
Advanced International Financial Accounting
SFI Spotlight Courses
SFI Customized Bank Courses
Centro di Studi Bancari
Certified Investment Fund Director Institute
CFA Society Switzerland
Rochester-Bern Executive Programs / Universität Bern
Singapore Management University / Wealth Management Institute


The SFI International Wealth Management Retreat 2016 focuses on the challenge of how Wealth and Asset Management relate to each other. Is there convergence or not? And what are drivers for  performance and innovation in this context?

The retreat functions as a platform for senior executives who want to better understand how to shape their business and who want to test their views against research findings and the experience of their peers.

The retreat targets senior executives, enabling them to:

• understand the strategic, organizational, and individual aspects of anticipating new opportunities in wealth and asset management;

• discuss specific ideas and emerging best practices with top researchers, industry leaders, and distinguished peers from around the world;

• strengthen their network within an open and friendly challenging environment


The retreat provides a framework within which participants are able to openly address key issues faced in wealth management. Methods and tools specific to managing assets and wealth, and based on world class research and empirical evidence, are presented within this frame- work. CEOs and the most senior executives and board members put these concepts into the contexts of the market and institutional culture. Challenging discussions then add to the individual experience of each participant so that true insights can be developed. The different formats of sessions are all finely tuned to achieve a maximum of mutual learning.

The retreat is conducted in English.

For detailed information, please download the flyer or contact Program Manager Romina De Martin directly


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