Who should attend
- Individuals or families with a large investment portfolio who want to gain control and control over their assets. It is not necessary that you will act in the future yourself, but to be and remain in control it is necessary to understand how the process works.
- Family Officers who want to be better able to serve their clientele
About the course
Increase your grip on your assets
Oxyor and TIAS School for Business & Society - the business school of Tilburg University and Technical University Eindhoven - have joined forces to develop the Wealth Management Fundamentals program exclusively for high-net-worth individuals who would like to gain the theoretical and practical knowledge they need to optimally manage and ensure they earn returns on their assets.
During, but also particularly after, the program, you will experience a positive difference in your interaction with your asset manager or investment adviser. Thanks your newly acquired accurate knowledge, insight and tools, you will be better able to continue to ask the right, critical questions that are relevant for you during your meetings with advisers. This will lead directly to a significant improvement in the risk-return ratio of your investment portfolio.
Theory and practice
The program consists of three days “on campus”, in a (physical) classroom environment at TIAS in Utrecht, alternated with eight online classroom sessions of over two hours each that cover the subject matter in more detail. You will work in small groups with likeminded individuals and with plenty of opportunities for personal attention. During the program, participants will use cases and simulations to put the theory into practice. These exercises take everyone’s personal situation into account in order to provide the most tailored program possible.
Faculty and partnerships
Our faculty and guest speakers are among the best in their field and all have more than ten years of experience: from strategy and innovation to leadership and collaboration. In addition, all faculty are completely independent. The Wealth Management Fundamentals program has been developed in collaboration with Oxyor Group, an international and leading institute in the field of Wealth Management.
If, after completing this thorough Wealth Management basic program, you still feel a need to acquire even more specialized know-how, you can continue with various in-depth modules from our broad program offering. For more information, please contact the Program Adviser.
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.