Managing Personal or Family Wealth
Acquire the right knowledge for managing your personal or family wealth in a holistic way
Managing wealth, especially from medium-sized volumes upwards, requires the support of financial advisory professionals and, of course, those more linked to analysis, product management, custodianship, legal and tax compliance, etc.
In any case, wealth management must be personal and personalized. The individual or family investor must make the most important decisions and, therefore, may rely on professional advice but, ideally, their own judgment should prevail—especially in terms of strategy, risk level, and investment horizon, as well as in planning and setting objectives.
What will you achieve?
The teaching team, composed of professionals in various areas of the course, will enhance your learning. Through on-site classes and online self-study, you will achieve:
Professional Development
You will acquire new knowledge and specific skills for managing your personal or family wealth, enabling your active involvement, participation, and decision-making.
Specialization
You will learn the key elements required for financial wealth management.
Wealth Management
You will enhance your skills in investment, financial analysis, and asset management.
Who is it for?
This training program is aimed at investors who want to manage their own wealth or understand the proposals of professionals managing it on their behalf. It is not a professional training course, but rather focuses on comprehensive and holistic wealth management knowledge.
Where can you work?
With the course 'Managing Personal or Family Wealth', you will be able to manage your own financial wealth, enabling your active involvement, participation, and decision-making.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
A curriculum to deepen your career in finance
In-person sessions and online self-study
- In-person sessions
- Applied theory
- Practical cases
- Self-study through the Campus
- Current macroeconomic and geopolitical perspectives
- Impact of economic cycles on wealth management
- Inflation, interest rates, and investment decisions
- Characteristics of fixed income: government and corporate bonds
- Credit risk, duration, and interest rate sensitivity
- Impact of inflation and monetary policy on bonds
- Building efficient fixed income portfolios
- Key equity concepts: valuation, dividends, and growth
- Market cycles and investment styles
- Equity investment strategies
- Types of funds: traditional and alternative assets
- Fund selection and performance evaluation
- Introduction to portfolio building through investment funds
- How to structure long-term wealth
- Family succession planning: how to avoid conflicts
- Family governance and operating rules in Family Offices
- The role of financial education in legacy continuity
- Taxation of financial and business investments
- Tax optimization strategies
- Regulatory changes and their impact on wealth planning
- Principles of asset allocation and diversification
- Active vs. passive management
- Risk and return measurement in wealth portfolios
- Technological tools and portfolio management platforms
- Types of real estate investment (direct and indirect)
- Profitability and risk in the real estate sector
- Relationship between economic cycles and real estate investment
- Real estate investment vehicles (REITs, real estate funds, crowdfunding/lending)
- Introduction to cryptoassets
- Blockchain and its impact on finance
- DeFi (Decentralized Finance): What is it and how can it change wealth management?
- Stablecoins and CBDCs (Central Bank Digital Currencies)
- Asset tokenization: real estate, art, and other tokenized assets
- Regulation and risks: Legal framework for cryptoassets
- Fintech trends: digital banking, robo-advisors, AI in investment, and new business models
- Introduction to behavioral finance and its relevance in investing
- Main cognitive biases: anchoring, overconfidence, loss aversion
- Impact of emotions on financial decision-making
- Practical application in wealth management
Learn from a teaching staff made up of active professionals
Expert in financial markets, with extensive experience in management as well as in commercial relations within Private Banking and with Institutional clients.
Passionate about finance, with over 25 years of experience in financial markets.
This expertise is complemented by strong communication skills and a personal approach to client relationships.
Lecturer and speaker at highly prestigious training institutions.
In-person with all the flexibility you need
Program details
- 2 months
- Spanish
- Mon 5pm–8pm
- Barcelona
- Autoestudio online
- 1095€
