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SFI International Wealth Management Retreat
Program and Dates
Target Audience
Speakers
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

Objective

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

Concept

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


Events

07.09.2016
SFI Abend Seminar mit Dr. Jörg Osterrieder, Zurich
Thema: Algorithmischer Handel - ein Überblick aus der Sicht der Praxis


15.09.2016
SFI Breakfast Seminar with Dr. Jörg Osterrieder, Zurich
Thema: Algorithmic Trading - The Rise of the Machines


04.10.2016
11th Annual Meeting, Zurich
Topic: Sustainable Finance Moving Center Stage


More events


Press releases

17.05.2016
From the industry for the industry: Certification for Bank Client Advisors

19.01.2016
Asset Management Study Switzerland by zeb und SFI. Asset Management in Switzerland faces huge challenges.

12.11.2015
Swiss Finance Institute has attributed its Outstanding Paper Award to “The Impact of Treasury Supply on Financial Sector Lending and Stability”, a research paper by Arvind Krishnamurthy of Stanford University and Annette Vissing-Jorgensen of the University of California Berkeley that studies how government debt crowds out financial sector short-term debt.
Press Release


19.06.2015
Swiss Finance Institute publishes the first comprehensive Swiss study on structured products. The most recent SFI White Paper sheds light on the performance, costs, and investments of structured products.
English version, German version, French version, Italian version

More press releases...


SFI in the news


EPFL: «Why Does Fast Loan Growth Predict Poor Performance for Banks?»
Article referring to how fast loan growth affects the banking sector (27.06.2016)


Schweizer Bank: «Kooperation bei der Kundenberater-Zertifizierung»
Article referring to the cooperation between Swiss Finance Institute, University of Zürich and CYP Association on Certification of Bank Client Advisors (01.07.2016)


L'Agefi: «Le nombre idéal d'ETF sur un marché»
Article referring to research insights by Prof. Semyon Malamud (02.06.2016)

Corriere del Ticino: «Pechino Le sfide della transizione cinese»
Article referring to an SFI seminar with Prof. Fabrizio Zilibotti (31.05.2016)

NZZ: «Strukturierte Produkte ein etablierter Portfolio-Baustein»

Article referring to structured products (19.05.2016)

20minuti: «All'USI per parlare di crescita economica cinese»
Article referring to SFI seminar with Prof. Fabrizio Zilibotti on China's economic growth (19.05.2016)

awp: «Drei Schweizer Bildungsinstitute lancieren Zertifizierung von Bankkundenberater»
Article referring to SFI's new launched Certification of Bank Client Advisors (17.05.2016)


More SFI in the news...

SFI in the press image
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