Young Investor Program
The Young Investor Program aims to provide a foundation of knowledge and understanding of the financial markets and to give a thorough grounding in the key concepts of wealth management. It also aims to help members of the Next Generation, those who are about to assume important investment responsibilities, to understand how these concepts are best applied in a practical situation. Teaching techniques are varied, consisting of lectures, discussions, group exercises, case studies, and an investment game. The course covers various asset classes and investment decisions.
The Family Ties Program is a unique education program that provides the latest insights from leaders in the financial services industry on managing wealth within a family business. It provides a foundation of knowledge and understanding of the financial markets and educates participants in key wealth management concepts. The program is designed and continuously adjusted to help individuals who will assume an important investment responsibility in the near future. Our goal is to help them understand the best practices of wealth management so they can effectively face the challenges ahead.