Day 1 – Foundations of Wealth & Asset Management

• Part 1: Introduction to wealth creation and preservation.

• Part 2: Understanding asset classes (equities, bonds, real estate, alternatives).

• Part 3: Basics of portfolio construction and diversification.

• Part 4: Practice – case studies on simple asset allocations.

Day 2 – Intermediate Wealth & Asset Strategies

• Part 1: Risk-return trade-off in portfolio design.

• Part 2: Family office structures and intergenerational wealth transfer.

• Part 3: Role of insurance, pensions, and annuities in wealth planning.

• Part 4: Practice – building a balanced portfolio for different client profiles.

Day 3 – Advanced Applications

• Part 1: ESG and sustainable investing in asset management.

• Part 2: Integrating alternative assets (private equity, commodities, infrastructure).

• Part 3: Risk management, compliance, accounting, reporting, and legal frameworks in asset management.

• Part 4: Practice – risk-adjusted performance analysis of portfolios.

Day 4 – Future & Technology in Wealth Management

• Part 1: Technology in asset monitoring (AI, digital dashboards).

• Part 2: Global trends: sovereign wealth, emerging markets, and wealth migration.

• Part 3: Preparing for future disruptions in asset ownership and digital finance.

• Part 4: Practice – scenario planning for long-term wealth strategies.