Mission

Managing your personal wealth is like keeping a tidy house—easy in principle, hard to do in practice. We develop simple but powerful principles of private wealth management and learn how to apply them to the life of an MBA graduate. The course, right before the end of the program, is the ideal opportunity to get honest answers for all questions about your money, wealth, and financial wellbeing.

Across eight sessions, course participants will share and receive new insights into their personal portfolios, their investment and trading strategies, their chances of avoiding mistakes made by retail investors, and their approaches to accumulating wealth in their households. The course will feature unconventional analysis of decision problems faced by current and future high net worth individuals, including the financial logistics of expats, cross-border tax planning, liquidity management, buy-or-rent decisions in prime and super-prime real estate markets, and hiring wealth managers and private bankers.

Course within: Full-Time MBA SDA Bocconi