The purpose of the course is to solve a case study problem connected with private wealth management in small groups, to write a comprehensive documentation and to present the results to a renowned auditorium. Each group of students will be supported by an academic tutor.

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.

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.