Seminar on Private Banking

The goal of the seminar is to reflect on the changing landscape of the wealth management industry examining the challenges, opportunities and innovative trends that characterize Swiss wealth management on the backdrop of a rapidly changing global financial services industry. The seminar adopts a holistic, cross-disciplinary perspective, adopting the point of view of the relationship manager and examining the changing role of this professional figure and the unique blend of competencies needed to ensure its viability in the current competitive landscape of wealth management services. From this perspective the seminar will consider the fundamental financial, legal and managerial aspects of the profession, paying attention at the same time to relationship management and communication strategy, as well as to the psychological aspects of decisions in wealth management.

Course structure
The course format consists of a series of presentations by industry professionals and researchers followed by a question-answer session with the participation of the students.

Scheduled Lectures (Room 321)

1. October 5th , 15:30
   G. Vergani: “Private Banking: a spotlight onto a discrete handcrafted mighty industry”
2. October 12th , 15:30
   G. Vergani: “Wealth management transformation. State of the industry, thrusts and challenges”
3. October 19th, 15:30
   E. Arlotta: “Wealth structuring and succession planning”
4. October 26th , 15:30
   H. Specking, “Relevance of philanthropy services in wealth management”
5. November 2nd , 15.30
   M. Bosco: “When institutional asset management meets individual wealth”
6. November 9th , 15:30
   W. Jacob: “Strategy in wealth management: approach and deployment”
7. November 16th, 15:30
   T. Raedler e Y. Vertes Von Sikorszky: “Family Business and family governance for UHNWI”
8. November 23rd, 15:30
   A. Pravini: “Private equity and corporate advice in Wealth management”
9. November 30th, 15.30
   A. Tonchia, A. Fabi: “ Digitalization trends in Wealth Management”
10. December 7th, 15:30
    Swiss Banking Association: “Main regulatory actions affecting the wealth management industry”.
11. December 14th, 15:30
    G. Barone-Adesi: “Private banking, prudential regulation and moral hazard”.

Evaluation
Students will be evaluated on the basis of their attendance active participation to the seminar’s discussions. Furthermore, students will be asked to prepare an oral presentation (based on a literature review or on a case study) on one of the topics discussed in the seminar. Oral presentations will be held during the summer exam session and will be accompanied by a slideshow, a 1,000 word abstract, and a bibliography.

Speakers:
1, 2 Giovanni Vergani: ADDWISE, adviser at financial institutions
3 Elena Arlotta: Credit Suisse, wealth and tax planner
4 Heiko Specking: heiko specking + partners, founder and partner
5 Matteo Bosco: Aberdeen Asset Management, head of business development Switzerland and southern Europe
6 Wolfgang Jacob: Credit Suisse, Director at Private Banking Latam
7 T. Raedler e Y. Vertes Von Sikorszky: UBS Family Advisory
8 Andrea Pravini: Credit Suisse, Director at Private Banking
9 Alessandro Tonchia: Fintex, Director and Founder, Andrea Fabi: Wipro Director
10 Swiss banking association: tbd
11 Giovanni Barone Adesi: USI, full Professor – Faculty of Economics