Fundamentals of Wealth Management: Objectives, Constraints, and Market Volatility

Join us for a focused and practical master class that reveals how professional advisors manage their clients’ money to derive the maximum benefit in line with their specific risk tolerance. We will explore the full portfolio management process—from defining an investment policy to building a well-structured portfolio—tailored to individual risk profiles.  

Prof. Paolo Giancane, CFA, will also cover the development of capital market expectations, a vital step for making informed decisions—especially in today’s unpredictable market environment. 

Whether you're an industry professional or a serious investor, this session will give you valuable tools to elevate your investment approach.