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International Wealth Management Retreat

The "International Wealth Management Retreat" is an exclusive Senior Executive program of the Swiss Finance Institute reserved for Managing Directors and Members of the Executive Board in private banking and wealth management organizations. 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 individual wealth, and based on world-class research and empirical evidence, are represented within this framework. CEOs and the most senior of 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. Group work, case discussions, and social events are all finely tuned to achieve a maximum of mutual learning.

The last retreat in 2016 focused on Asset Management and its relationship with Wealth Management.

We are currently planning the new retreat 2018. Further information will be available soon.

Contact Us

Director Continuing Education
Program Manager Continuing Education

Objective

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

Program

The program will be available soon. 

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 framework. 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.

Target Audience and Admission

The retreat is specifically designed for senior executives from private banking, wealth management and asset management institutions, typically on a managing director level or above. Admittance is selective, and Swiss Finance Institute takes great care to ensure an international mix of peers. Typically, two-thirds of participants are CEOs of a business area or sit on executive committees. Around half of the participants come from outside Switzerland. The number is limited, allowing close interaction between the participants and the speakers.

Venue

The exclusive Hotel Bocken is part of the prestigious Credit Suisse training center of the same name and boasts a unique and secluded location in the countryside high above Lake Zurich. A true jewel among Swiss conference destinations, it remains an insider tip for seminars and events.
The 70-strong hotel team creates for guests an environment of well-being in which no desire remains unfulfilled, leaving space for contemplation, vision, and inspiration. The guest is the center of attention and is welcomed to Bocken‘s stunning mix of historic buildings and contemporary architecture with sincerity, professionalism, and charm. Detailed information can be found at www.bocken.ch.

Certification

On completion of the retreat, participants will receive a certificate of attendance.

Dates and Course Fees

Further information will be available soon.

Language

The retreat is conducted in English.

Registration

Further information will be available soon.