Lab: Private Banking - Present and Future of a Profession
A.Y. 2025/2026
Learning objectives
1. To provide a detailed understanding of the Private Banking industry, with a focus on: characteristics of the industry, macroeconomic scenarios, asset under management activities and sustainability issues.
2. To understand the opportunities and challenges of the Private Banking sector, and the relevance of risk management tools, longevity planning and effective protection and transmission of individual and corporate wealth.
3. To deepen the main notions of behavioral finance and the characteristics of digital assets through applications in the Private Banking industry.
Theoretical classes will be complemented with evidences from practitioners.
2. To understand the opportunities and challenges of the Private Banking sector, and the relevance of risk management tools, longevity planning and effective protection and transmission of individual and corporate wealth.
3. To deepen the main notions of behavioral finance and the characteristics of digital assets through applications in the Private Banking industry.
Theoretical classes will be complemented with evidences from practitioners.
Expected learning outcomes
1. To develop skills in private banking, macroeconomic analysis applied to financial investments, sustainability in the field of financial assets.
2. To develop basic skills in private insurance, longevity planning, wealth protection.
3. To acquire basic skills in behavioral finance and digital assets.
2. To develop basic skills in private insurance, longevity planning, wealth protection.
3. To acquire basic skills in behavioral finance and digital assets.
Lesson period: Second trimester
Assessment methods: Giudizio di approvazione
Assessment result: superato/non superato
Single course
This course cannot be attended as a single course. Please check our list of single courses to find the ones available for enrolment.
Course syllabus and organization
Single session
Responsible
Lesson period
Second trimester
Course syllabus
This workshop, organized in collaboration with AIPB Schola, aims to provide students with a comprehensive understanding of the evolution, challenges, and professional opportunities in the Italian private banking industry. Through lectures, industry insights, and case studies, students will explore macroeconomic trends, wealth management strategies, and innovation in investment and financial advisory services.
Prerequisites for admission
None
Teaching methods
Lessons
Teaching Resources
Business case discussions and guest speakers
Assessment methods and Criteria
Final multiple-choice test
SECS-P/11 - FINANCIAL MARKETS AND INSTITUTIONS - University credits: 3
Laboratory activity: 20 hours