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Academic Programs

Wealth Management Executive Education


 

Education is key to successful next generation and wealth management succession planning. To gain the foundation of knowledge necessary to oversee substantial private wealth, Campden Wealth offers intellectually challenging wealth management programmes in collaboration with leading universities. Since August 1999, our executive education programmes have been completed by 1062 members from 42 countries. 

The Campden Executive Education programmes allow participants to increase their depth of knowledge in key areas of wealth management, through both theory-based learning and live case studies. The programmes also provide the unique opportunity to meet and work with others, like themselves, who are part of a family with substantial assets.

The objective of these programmes is to help participants oversee with confidence the construction of their portfolios, select advisors, evaluate managers and consider asset protection and estate planning structures.

Three to Five-day programmes teach investors to build their portfolios and structures designed to steward and grow their wealth

An interactive case study approach enables all levels of investors to apply what they are learning

1062 private investors from 46 countries have completed our Wealth Management Programmes since 1999

 


The Private Wealth Magement Programme at Cass Business School, City of London

8th - 12th June, 2015

No matter if you are transitioning leadership from one generation to another, selling a business or simply trying to make better decisions regarding your family's wealth, this immersive, five-day course will give you the knoweldge and the confidence needed to achieve your wealth management goals.

This distinctive Cass-Campden Wealth experience uses class lectures, interactive casework and particpants' personal experences to increase your depth of knowledge in key areas of wealth management and prepare you to apply it to your own situation.

Whether the wealth arrives predictably or suddenly, many families find financial decision making to be a major challenge. A joint effort between Cass and Campden Wealth, the Campden Wealth Private Wealth Management Programme is a five-day programme that will help your family meet the complex challenge of wealth management education and wealth asset management, held in the City of London.

This porgramme allows particpants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to work with others, like themselves, who are part of a family with substantial assets.

The objective of the programme is to help attendees confidently oversee the construction of their portfolio's, select advisors and evaluate managers. Participants will also explore succession planning, family governance and wealth transfer. Attendees are asked to consider the impact of wealth on their values and on their relationships.   


 

HKUST Private Wealth Management Program

16-19 JUNE 2014, HONG KONG

Download the HKUST Brochure 2014

Designed for family members and private investors  with substantial assets, the Campden IPI-HKUST Business School Family Wealth Management Program is the first of its kind in Hong Kong.

Asian family businesses and private investors are a central force in driving the shape and face of the economy in the Asia Pacific. As wealth individuals evolve and move business ownership from the entrepreneur, to the 2nd and 3rd generation, there is a growing need to seek education on how better to manage wealth, and transition this oversight to future generations. Wealth in transition may arrive predictably, or suddenly, and preparedness is a major concern for all families and private investors with substantial assets. HKUST and Campden Institute for Private Investors (IPI) look to help families meet the complex challenge of wealth management education.

Investment decisions are difficult to make, especially after the sale of a business or when younger family members are first asked to help make decisions about a family’s portfolio. To gain the foundation of knowledge necessary to oversee substantial private wealth, HKUST & Campden IPI offers the Wealth Management Program, a three and a half day residential program, that will allow participants to meet the unique challenges and issues family business owners and private investors face today. The program allows participants to increase their depth of knowledge in key areas of wealth management, in both a theoretical aspect, as well as through live case studies, while having the unusual opportunity to meet and work with others, like themselves, who are part of a family with substantial assets.

The use of case studies compels participants to come to terms with a wide range of investment issues that directly impact all families having significant wealth. Participants will call upon both their own experience, as well as knowledge gained during the week, to solve the problems presented. Learning is enhanced by the continual exchange among participants who have a common bond—that of the responsibility of significant wealth.

The program is designed to be relevant to all members of the family or the family business, however, those transitioning from a family business to a family office model, preparing for a liquidity event and next-generation family members will find this course particularly beneficial.

More information about the HKUST Business School program
 

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The Private Wealth Management Program at Wharton

 

 

 

Wharton Private Wealth Management Program
How will the smartest families rise to the challenge of wealth in transition?

The 2015 Private Wealth Management Program at Wharton Philadelphia
will be held on May 3-8, 2015.

The 2014 Private Wealth Management Program at Wharton San Francisco
will be held on August 3-7,2014.

Download the Wharton 2014 Packet

Given recent market events, many families seek more education on how to better protect their wealth. Wealth in transition may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets. For fifteen years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education. Many families find that investment decisions are difficult to make, especially after a family has sold a business or when younger family members are first asked to help make decisions about a family’s portfolio. To gain the foundation of knowledge necessary to oversee substantial private wealth, Wharton offers Private Wealth Management, a five-day residential program annually at the University of Pennsylvania, and a four-day program (new in 2013) held at Wharton San Francisco. The program, first designed for IPI in 1999, allows participants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to meet and work with others, like themselves, who are part of a family with substantial assets. The case study for the program is directly related to private wealth management issues and current market challenges.

Participants
The Wharton Private Wealth Management program accepts applicants who are IPI members, qualified investors, as well as alumni of the University of Pennsylvania and The Wharton School. Class size is limited to allow for open and in depth interaction. Candidates are selected on their ability to both benefit from, and contribute to, the program. Each candidate must complete the application form.

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