2482 - Private Wealth Management

Subject(s) Master Programs

Instructors:	o.Univ.Prof. Dr. Engelbert Dockner, em.o.Univ.Prof. Dr. Josef Zechner
Type:	PI
Weekly hours:	2
Members (max.):	12
Registration period:	09/16/10 to 09/29/10
Note:	The course is only offered in winter semester.

Class objective(s) (learning outcomes)

After completing this class the student will:

Know the theory as well as the practice of private wealth management
Understand financial investments and the fundamentals of private wealth management on the basis of selected case studies
Be able to explain and describe alternative asset classes
Be able to analyze investors' objectives, investment constraints, and risk preferences
Be familiar with modern portfolio theory and performance evaluation

Moreover, this class will contribute to the students ability to:

analyze and solve complex portfolio problems individually and as a member of a group and to develop solutions by functioning as a valuable and cooperative team member
summarize and professionally present solutions in class
adequately communicate and participate in in-class discussions
solve and present a case study in small groups.

Prerequisites according to degree program

Fulfillment of §7 of the curriculum of the Master Finance and Accounting

Teaching and learning method(s)

This seminar, which is held together with the bank Gutmann, consists of a theoretical and practical part. The first part gives students an introduction to the fundamentals of wealth management.

In the second part students have to present selected case studies. To better support the students in their preparation of the individual case studies, each student group is assigned a tutor.

Criteria for successful completion

Students who take this course as part of their degree program will be graded on the basis of

their participation during the lecture
their paper that has to be submitted prior to presentation
the case study presentation

Please contact the lecturer to receive further information about the assessment.

Availability of instructor(s) for contact by students

mailto:josef.zechner@wu.ac.at, mailto:engelbert.dockner@wu.ac.at

Detailed schedule

Day	Date	Time	Room
Tuesday	10/19/10	09:00 AM - 12:00 PM	Ort nach Ankündigung
Tuesday	12/14/10	08:30 AM - 01:00 PM	Ort nach Ankündigung
Wednesday	12/15/10	08:30 AM - 01:00 PM	Ort nach Ankündigung

Contents

Unit	Date	Contents
1	19.10.2010	9:00 to 12:00 Kick-Off: The arrangement of the teams and the case studies` allocation per team will take place during this kick-off. Afterwards you will be given an introduction to the fundamentals of wealth management.
2	14./15.12.2010	8:30 to 13:00 - Presentations: The teams have to present their case study.
3		All meetings will take place at: Bank Gutmann Aktiengesellschaft Schwarzenbergplatz 16 1010 Wien, Österreich

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