A83067 Managing Risk in Family Office and Wealth Management Firm

Scuola di Economia e Management
Laboratorio Esperienziale
Academic Year 2017/18 Second Semester

Docente TitolareEnrico Vitali
Office"Torre" (main tower), 7th floor

Learning Objectives

The modern concept of family office has its roots in the 19th century, thanks to the insights of people such as art collector JP Morgan and the Rockfellers, who founded their own family office to manage their family assets.

Today, family offices – different kind of organizations which manage large private fortunes -- are among the most active and fast-growing segments of the wealth management industry, with over 10,000 firms (as estimated by EY in its 2016 EY Family Office Guide) in a market worth 5.1 trillion USD (Source: UBS Group/ Pricewaterhouse Coopers).

The purpose of this course is to give participants a good understanding of this industry’s background and to make them familiar with notions such as risk profiling, investment process and consolidation of complex portfolios pertaining to the same family. In other words, we aim to give participants an edge in terms of knowledge.

For further information, please do get in touch at the following email address: familyofficecourse@liuc.it

Traditional class lectures with simulation games (risk profiling, investment committee and portfolio simulation).

Course Evaluation

Final in-class exam, together with the simulation game for students attending the course.

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