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Int. Private Banking and Wealth Management Retreat
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International Wealth and Tax Planning

The International Private Banking and Wealth Management Retreat is an exclusive international platform for senior executives in private banking and wealth management, organized by the Swiss Finance Institute.

The objective of the International Private Banking and Wealth Management Retreat is to address the radical change private banking is undergoing from a once quiet and discrete service to a highly dynamic and competitive business, and to offer senior executives the opportunity to review and update their assessment of current issues and strategic options available in private banking. Leading academics and high-profile senior executives from various international companies will present and discuss their insights.

The International Private Banking and Wealth Management Retreat helps you redefine the priorities required to meet the new challenges of private banking in our global era, based both on recent research and day-to-day experience of renowned professors and first class professionals.

Specifically, the retreat will help you to

  • understand strategic, organizational and personal challenges in the turbulent environment of modern private banking
  • become familiar with best practices of leading institutions
  • build an international network and interchange ideas with private bankers world-wide


To download the brochure 2009 please click here.
The brochure for 2010 will be available in April.

The Retreat is held in English.


Events
19.03.2010 and 22.03.2010
State of the art in asset allocation: diversification management
Speaker: Attilio Meucci

01.07.2010
Alumni Workshop

Speakers: Prof. Teodoro D. Cocca and Eric G. Sarasin
Upon invitation only

03.11.2010
5th Annual Meeting of the Swiss Finance Institute
Location: UBS Grünenhof, Zurich

More events...

Events organized by the Swiss Finance Institute

Podcasts
28.01.2010
Strategien für den Bankenplatz Schweiz
Dr. iur. Urs Ph. Roth

30.11.2009
Systemic Crisis, Viral V. Acharya

Press release
Banque Privée Espírito Santo & Swiss Finance Institute Award Prize for Research on Auctioned IPOs

More press releases...

SFI in the news
Schweizer Bank: Die Banken sind aktiver als man denkt

HandelsZeitung: Banken müssen einfacher werden

More press coverage...

NEW SFI Newsletter
The January 2010 edition of the SFI Newsletter is here!

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