87577 - Wealth Management

Course Unit Page

SDGs

This teaching activity contributes to the achievement of the Sustainable Development Goals of the UN 2030 Agenda.

Quality education

Academic Year 2020/2021

Learning outcomes

At the end of the course the student is familiar with the fundamental tools of wealth consulting, with specific reference to the role of private banker and professionals oriented to personal financial planning, even related to High-Net-Worth Individual. In particular he is able to master: - the asset management of portfolios - the link between macroeconomic variables (scenario analysis) and the impacts on financial planning - the main aspects of real estate management - the interconnections between business management and family business. - the insurance and pension aspects of the personal life cycle - tax planning

Course contents

The course deals with various topics related to wealth management including:
Personal financial planning, strategic asset allocation, funds' and managers' performance, commodities, behavioural finance, pension and insurance planning, real estate investments, succession planning, alternative investments.

Readings/Bibliography

Manuale del Private Banking - Musile Tanzi - Egea 2016.

Teaching methods

The lecturer will explain the theoretical aspects of the topics chosen for the course and will try to present the connection between them and the professional reality of wealth management in banks, private banker networks or family offices.
Furthermore, during the course the students will present and discuss individual papers assigned to the groups. These will also be the subject of the course itself.

Assessment methods

During course attendance: presentation in groups of a paper assigned by the teacher, useful for a critical understanding of the topics covered by the course. All papers will also be the subject of the final exam.
At the end of the course, in the official exam sessions: written exam on an online platform, composed of open questions that may refer to specific examples related to wealth management issues.

The two above mentioned assessments will be integrated for the calculation of the final grade.

Teaching tools

Slides provided by the teacher and online forms to check understanding.

Office hours

See the website of Fabrizio Palmucci