Wealth Management Training | Wealth Management Coaching
THE REFERENCE ACADEMY FOR BANKS,
WEALTHY FAMILIES, WOMEN AND HEIRS
A new era in wealth management
Elevate your talents. Secure your legacy.
Switzerland is the world number 1 in Wealth Management. For the first time, its excellence, rigor and know-how are available to private banks in emerging countries, as well as to wealthy women and heirs, through the Swiss Wealth Academy.
Swiss Wealth Academy, co-founded by wealth management experts Sylvie Becker and Philippe Henderickx, raises the bar in Wealth Management with exclusive programs led by top Swiss and international trainers.
New Wealth Hubs emerge around the world
- Africa: 138,000 HNWI in 2023, with expected growth of +60% by 2033.
- Asia: China and India account for over 50% of new millionaires
- Middle East: family fortunes go global and invest in real estate
- Latin America: the rise of a new entrepreneurial elite stimulates demand for sophisticated wealth management solutions.
New Wealth Hubs emerge around the world
Africa: 138,000 HNWI in 2023,
with expected growth
of +60% by 2033
Asia: China and India
account for over 50%
of new millionaires
Middle East:
family fortunes go international
and invest in real estate
Latin America: the rise of a new entrepreneurial elite
stimulates demand
for sophisticated wealth management solutions.
With Swiss Wealth Academy:
Develop your talents. Secure your inheritance. Inspire future generations
Challenges facing the heritage sector today
- Our proposal
Bringing Swiss excellence, recognized as the global benchmark in wealth management,
to financial institutions and family offices, wealthy families, women and heirs.
Integrated processing
We offer much more than training: we transform you according to international wealth management standards.
Our approach combines technical expertise, customer relations and mastery of the codes specific to high-net-worth customers. Your advisors become trusted partners, trained by Swiss financial experts and executives.
Immediately operational
Short, pragmatic programs (5h/day maximum), specially designed for banking professionals. Your teams stay productive, continue to follow their customers and become operational the very next day with concrete, actionable tools.
Next Gen & Women of Heritage
We provide them with the tools, confidence and legitimacy to transform wealth into a lasting, harmonious legacy, while strengthening loyalty to your institution.
Build a strong legacy. Inspire future generations.
FAQ - Swiss Wealth Academy
How does the training work?
Depending on the program, courses can be delivered by distance learning or face-to-face. They combine theoretical input, real-life case studies and individual coaching. Each course is structured around concrete objectives to be achieved.
Who are your programs aimed at?
Our training courses are aimed at wealth management professionals, executives, bank managers, family officers, heirs and anyone involved in structuring or transferring wealth.
What are the prerequisites for registration?
Some programs are accessible without pre-requisites, while others require experience or a level of responsibility in the financial or wealth management field. A strategic call helps direct each participant to the right program.
Is it possible to train several employees from the same company?
Yes. We also help banks and companies train their teams. Customized or in-company courses can be set up.
Do you offer customized support?
Yes, in addition to our standard programs, we offer customized support to meet specific challenges (family, entrepreneurial, international…).
Do you offer certification courses?
Some programs offer an attestation of achievement or internal Swiss Wealth Academy certification. For partnered courses, external certificates can be issued in accordance with existing agreements.
Can I finance the training?
We don’t enter public financing schemes. However, some companies or private structures take charge of their employees’ training. A quotation is available on request.
