Wealth Management Fundamentals

Mastering-Wealth-Management-Programme
Duration
3 months
Fees
€ 3,950,-
Languages
English 

Increase your grip on your assets

Oxyor and TIAS School for Business & Society - the business school of Tilburg University and Technical University Eindhoven - have joined forces to develop the Wealth Management Fundamentals program exclusively for high-net-worth individuals who would like to gain the theoretical and practical knowledge they need to optimally manage and ensure they earn returns on their assets.

Participant profile

The participants in this program are private investors with a substantial (family) capital and investment portfolio. Professionals who work as a family officer or trusted advisor are also welcome to join. You wish to raise your investment expertise to a higher level with the aim of making decisions about your assets yourself, as an individual, without being dependent on external consultants. But also when outsourcing your asset management, you want to understand what the external party is doing with your assets.

Customization

This unique program has been developed for a group of up to 15 participants and has a customized approach. We will go through the curriculum jointly, but there is also plenty of opportunity for your personal questions and situation. We will discuss this in a personal meeting in which you can state your wishes. We also understand, if you, for example, want to participate in the program individually for privacy reasons, this can also be discussed.

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Download brochure

More information about course content?

Download brochure
Duration
3 months
Fees
€ 3,950,-
Languages
English 

During, but also particularly after, the program, you will experience a positive difference in your interaction with your asset manager or investment adviser. Thanks your newly acquired accurate knowledge, insight and tools, you will be better able to continue to ask the right, critical questions that are relevant for you during your meetings with advisers. This will lead directly to a significant improvement in the risk-return ratio of your investment portfolio.

Theory and practice

The program consists of three days “on campus”, in a (physical) classroom environment at TIAS in Utrecht, alternated with eight online classroom sessions of over two hours each that cover the subject matter in more detail. You will work in small groups with likeminded individuals and with plenty of opportunities for personal attention. During the program, participants will use cases and simulations to put the theory into practice. These exercises take everyone’s personal situation into account in order to provide the most tailored program possible.

Faculty and partnerships

Our faculty and guest speakers are among the best in their field and all have more than ten years of experience: from strategy and innovation to leadership and collaboration. In addition, all faculty are completely independent. The Wealth Management Fundamentals program has been developed in collaboration with Oxyor Group, an international and leading institute in the field of Wealth Management.

Continued specialization

If, after completing this thorough Wealth Management basic program, you still feel a need to acquire even more specialized know-how, you can continue with various in-depth modules from our broad program offering. For more information, please contact the Program Adviser.

Download brochure

Download brochure

More information about course content?

Download brochure
Duration
3 months
Fees
€ 3,950,-
Languages
English 

Intake

A personal intake is part of the program. During this intake we discuss your objectives, wishes, questions and the possibilities that we can offer.

Sign up

Would you like to have more information about the Wealth Management Fundamentals program? Please contact the Program Adviser.

Download brochure

Download brochure

More information about course content?

Download brochure
Duration
3 months
Fees
€ 3,950,-
Languages
English 

A customized program

The program has a blended approach. From experience we know that studying in the setting of a campus, supplemented with online elements, is the most effective approach. If you prefer to start immediately, there is the possibility to follow an individual program.

Costs

The blended variant of the program (campus and online) costs € 3.950, -. Restorative facilities are included.

Certificate

After completing the program you will receive a certificate of participation in the TIAS – Oxyor Wealth Management Fundamentals program.

Download brochure

Download brochure

More information about course content?

Download brochure

Download brochure

Download brochure

More information about course content?

Download brochure
Jet Eshuis
Jet Eshuis
Program Adviser