SFI logo
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


Seminario SFI con il Prof. Fabrizio Zilibotti
Tema: La crescita economica cinese: passato, presente e futuro

SFI Breakfast Seminar with Prof. Riccardo Rebonato
Topic: Coherent Stress Testing – Should We Worry? What Should We Do?

SFI Seminar (Afternoon) with UZH - Prof. Riccardo Rebonato
Topic: Coherent Stress Testing – What Bayesian Nets Can Offer

SFI Signing Ceremony – Master in Wealth Management
Topic: "Swiss Financial Center: Challenges and Opportunities"

Lunch and Learn @ SFI
Informationevent in Zurich

More events

Press releases

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

Finanzexperten treffen sich im Kanton Schwyz
Der Swiss Asset Management Day findet am 7. April zum fünften Mal im Kanton Schwyz statt. Thema: Die neuen Herausforderungen in der Vermögensverwaltung.

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

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

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

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)

finews: «Wo sind die Innovationen im Schweizer Asset Management?»
Article referring to the upcoming Roundtable Discussion on innovation in Asset Management (13.05.2016)

Paolo Vanini: «Diese Asset Manager werden erfolgreich sein»
Interview with Paolo Vanini on Change in Asset Management (09.03.2016)

EPFL: How Do ETFs Influence Financial Markets?
Articel referring to SFI Prof. Semyon Malamud's practitioner roundup. (04.03.2016)

L'Agefi: Comment la Chine pourrait éviter une crise financière
Article referring to the Evening Seminar with Prof. Darrell Duffie on China's Financial System

Schweizer Bank: Positive Asset Manager
Article referring to the most recent Asset Management Study Switzerland by zeb and SFI (19.02.2016)

More SFI in the news...

SFI in the press image
© 2016 SwissFinanceInstitute | All rights reserved | Disclaimer