Wealth Management for Individual Investors
Online Master Class with professor Paolo Giancane
Learn more about the principals of wealth management with Professor Paolo Giancane: identification of key objectives, such as return and risk tolerance, constraints, and major investment approaches.
This Master Class will focus on the process of private wealth management for the individual investor.
This phase is a fundamental reference in the investment process of the client's assets: it allows the financial advisor to identify needs, goals, and risk tolerance of the investor, as well as limitations under which the investment portfolio must operate.
The ultimate goal is formulating an investment strategy to match such potentially diverging requirements.
Our speakers
Managing Director and Board Member, Mount Flag Capital
Paolo, CFA, has an MSC in Finance from London Business School and a BA Degree from Bocconi University in Milan. He teaches Investment Banking at the IE Master in Finance, executive programs for IE School of Architecture and also gives on-the-ground master classes throughout Asia and Australia.
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