High Net Worth
Back To School: Summary Of Global Wealth Management-Related MBAs, Post-Grad Courses

As the academic year starts, and the summer holidays close, we issue a list of graduate and post-graduate training courses in wealth management around the world.
Editor's note: As the academic year starts, and the summer holidays close, we issue a list of graduate and post-graduate training courses in wealth management around the world. As ever, we invite readers to suggest any updates or corrections where necessary, as we appreciate that this list may be incomplete or needs to be adjusted. To do so, email tom.burroughes@wealthbriefing.com or telephone +44 207 148 0178.
If wealth management is to grow successfully and maintain the highest standards of client service, firms that try to get by through poaching staff from rivals will find this ploy proves to be expensive if the talent pool does not expand with a strong graduate intake.
Consequently, graduate and post-graduate training and development in the sector is a vital, long-term process. In terms of Master of Business Administration courses for post-graduates, for example, there are as yet relatively few courses available, but a longer list of other certification programs does exist.
Courses and institutions:
-- Temaswiss. A relative newcomer and based in Singapore, it provides training for private bankers and wealth managers. The model is based on an outreach program of guest experts (not to be confused with its industry speakers), currently at 12. The program caters for individual self-financed attendees but most of the courses are delivered as “smart-sourced” programs for the financial institutions directly with their private banking units, risk functions or their HR learning academies. The average individual course cost is S$1,200 for a two-day four-hour course.
-- Edinburgh Napier University, UK. It operates an MSc in Wealth Management.
-- Executive MBA in Asset and Wealth Management – Tepper School of Business, Carnegie Mellon University.
-- Executive MBA in Asset and Wealth Management – HEC Lausanne, Faculty of Business and Economics at the University of Lausanne.
-- Singapore Management University, which operates an MSc in wealth management alongside the Swiss Finance Institute. In 2009, Yale University was added as an academic partner.
-- Wharton. The US business school, under the leadership of Professor Chris Geczy, has a “wealth management initiative”. Its wealth management courses fall mainly within the school’s Executive Education division; it does not have a stand-alone MBA for wealth management, however. Undergraduate and MBA students may take courses that include related issues.
-- Association of International Wealth Management. Set up in 2007 as a joint venture between LawInContext and AZEK. It has created the Certified International Wealth Management Diploma.
-- UBS Business University Wealth Management Campus, Singapore. The organization, run by the Swiss bank, adopts the Singapore Banking and Finance’s Financial Industry Competency Standards, established in 2005.
-- MBA In Global Asset and Wealth Management, by Simon Fraser University Vancouver, Canada.
-- MSc in Financial Planning and Wealth Management, Manchester Metropolitan University Business School.
-- CFA Institute, Charlottesville, VA (The Institute of Chartered Financial Analysts). It operates a CFA program that has been dubbed “the gold standard” by the Financial Times and “the global passport” by The Economist magazine. The CFA program addresses issues such as tax-efficient wealth accumulation, cross-border estate planning, client communication strategies and financial planning. Contact www.cfainstitute.org
-- BPP - CISI Masters in Wealth Management.
-- UBS and Standard Chartered Private Bank recently joined Jersey International Business School’s work support program for the BSc (Hons) International Financial Services degree. The program allows a number of students to study for the degree whilst being employed by one of the firms. HSBC and RBS International also offer the paid student placements to the BScs.
-- BNP Paribas operates an Asia-Pacific campus in Singapore, described as the French bank’s first training and talent development facility in the region, a move coming shortly after one of its European rivals opened a similar center. The firm will train 3,200 employees per annum from Singapore, Asia-Pacific and some of its 75 countries worldwide, with a range of programs specifically designed to cover eight paths: Talent Development; Leadership & Management; Individual Skills; Risk & Credit; Compliance & Regulatory; Product & Technical Proficiencies; Diversity & Inclusion and Corporate Culture & Citizenship. The project is supported by the government of Singapore.