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Master in Wealth Management

2 année(s)

Objectifs

The Master in Wealth Management (MWM) is designed to educate and train future wealth managers.

The programme combines traditional finance subjects with person-, legal- and tax-centric subjects such as client relationship management, estate planning, ethics and international taxation.

Graduates will be able to find jobs in private banks, foundations, family offices, consultancy firms, insurance companies, and investment firms, among others.

The curriculum is made up of 28 courses, taught over short intensive periods, a module in Singapore, and an internship.

The MWM was developed by the Luxembourg School of Finance (LSF) in cooperation with the Private Banking Group Luxembourg (PBGL) to meet the continuous need for talented and well-trained specialists in the continuously growing field of Wealth Management.

All students will have an academic supervisor and a personal industry mentor who provide guidance and support for their academic and professional development.

The teaching staff includes leading academics from the University of Luxembourg and other universities, as well as industry specialists with extensive experience and networks in their subject areas.

The programme is offered in a full-time and in a part-time format. The PBGL-affiliated banks offer several part-time positions which enable candidates to finance their studies and put their newly acquired skills and knowledge into practice.

Contenu

The 28 courses offered in the programme are divided over the following five study blocks:
  • Global Investment Solutions
  • Alternative Investments
  • Personal Portfolio Planning
  • Relationship Management
  • Laws and Ethics

The courses in modules 1 and 2 are investment centric. They introduce and explain the basic investment instruments available to wealth management clients, as well as the basic concepts of return, risk, liquidity and diversification. These blocks will offer all the necessary knowledge and understanding of the foundations of modern day finance and portfolio management.

The courses in modules 3 and 4 are client centric. We will focus on individual preferences, needs, circumstances, and cultural backgrounds, including family situations and fiscal environments. These blocks enable ability to recognise, classify and analyse clients´ needs. Students will learn about sources and uses of wealth, taxation, estate planning, and personal preferences and biases. In the courses in block 4, students will learn how to convey their analysis and ideas verbally and in writing. They will hone their presentation skills and learn about cultural barriers and how to overcome these.

Module 5 is legal centric, and treats with the legal and ethical frameworks in the industry. Students will learn about financial laws and directives, and legal structures in different countries. They will learn about banks’ internal governance and control systems and the compliance task. Students will also study and fine-tune their moral compass, particularly regarding financial issues.

After taking 28 courses, students will be able to put practice their newly learned skills and knowledge in a traineeship project, to be documented in a Master’s thesis.

Public cible

A qui s'adresse la formation?

Future wealth managers

 
Prérequis

To be eligible for a place in the MWM, candidates must have a:

  • Master’s I degree (240 ECTS),

--or --

  • four-year Bachelor’s degree (240 ECTS),

--or--

  • three-year Bachelor’s degree (180 ECTS) with 3 years’ subsequent professional experience.

Evaluation

Certificat, diplôme

Master in Wealth Management

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Le contenu de ce descriptif de formation est de la seule responsabilité de son auteur, l'organisme de formation Université du Luxembourg.

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Caractéristiques
Niveau Avancé
Organisation Formation inter-entreprise
Langues de prestation
Partenariat
  • Luxembourg School of Finance (LSF)
  • Private Banking Group Luxembourg (PBGL)
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