Your path to excellence
Our training courses combine Swiss rigor, real-life case studies and personalized coaching to get your teams up and running immediately.
The Swiss Wealth Academy's training courses are aimed at both financial institutions and high-net-worth individuals.
Each program combines Swiss rigor with local roots, to strengthen participants’ technical, human and strategic skills.
Our flagship programs
More than a training course, it's a real transformation
Our programs combine Swiss rigor and human support to prepare bankers, wealthy women and heirs to become true wealth leaders.
This training and coaching program is specially designed for wealth managers and their executives.
The aim of this program is to develop :
- Solid technical knowledge of asset management.
- Credible interpersonal skills in line with international standards.
- Strengthened cohesion and strategic alignment in the face of demanding customers.
It is aimed at banking institutions and family offices wishing to professionalize their teams and enable them to fully embody the trust expected by high-net-worth clients.
This training and coaching program is specially designed for next-generation heirs.
This program aims to develop Next Gen :
- A practical introduction to asset management and wealth management fundamentals.
- Family governance and estate planning skills.
- Intergenerational leadership, essential for continuity.
It is aimed both at banking institutions wishing to retain their customers’ heirs during the succession process, and at wealthy families wishing to prepare their children to become enlightened guardians of their inheritance.
This training and coaching program is specially designed for women in wealth management.
The aim of this program is to develop :
- Confidence and legitimacy in the management of their assets.
- The leadership and self-confidence needed to dialogue as equals with advisors and financial partners.
- The ability to play an active role in their financial future and in passing on the family legacy.
It is aimed at women heirs, managers and entrepreneurs who wish to strengthen their role in the management, growth and transmission of their wealth.
A series of training modules for private bankers wishing to refine their advisory skills and better meet the expectations of high-net-worth clients.
Focus on interpersonal skills, discretion, impact and intergenerational understanding.
Formats on offer
- Interactive Masterclasses (classroom, distance learning, hybrid)
- Immersive bootcamps in Geneva or on site
- Standard or customized programs
- Exclusive networking events
Your path to excellence
A 3-step plan
Strategic diagnosis
A confidential discussion to understand your situation, goals and challenges.
Customized program
Creation of a course tailored to your needs: targeted modules, format (classroom, distance or hybrid), and dedicated experts.
Follow-up and support
Our team is on hand to monitor your results, fine-tune your tools and anchor your achievements for the long term.
Our trainers
Practising bankers, former executives of major institutions and recognized experts in wealth management.
They combine high-level technical expertise with practical experience in Switzerland and abroad.
Selected for their rigour, their teaching skills and their sense of human relations.
They pass on their knowledge with clarity, rigour and impact, training the wealth management leaders of tomorrow.
