Lab: Private Banking - Present and Future of a Profession

1. To provide a detailed understanding of the Private Banking industry, with a focus on: characteristics of the industry, macroeconomic scenarios, asset under management activities and sustainability issues.

2. To understand the opportunities and challenges of the Private Banking sector, and the relevance of risk management tools, longevity planning and effective protection and transmission of individual and corporate wealth.

3. To deepen the main notions of behavioral finance and the characteristics of digital assets through applications in the Private Banking industry.

Theoretical classes will be complemented with evidences from practitioners.

1. To develop skills in private banking, macroeconomic analysis applied to financial investments, sustainability in the field of financial assets.

2. To develop basic skills in private insurance, longevity planning, wealth protection.

3. To acquire basic skills in behavioral finance and digital assets.