Wealth management Program

Our Wealth Management Fundamentals Program is an interactive and above all practical program exclusively for high-net-worth individuals who would like to gain the theoretical and practical knowledge they need to optimally manage their portfolio and ensure they earn returns on their assets.. You interact with the experts and other participants through face to face and online training, meetings and materials and you take part in group meetings and discussions. The program pushes you to actively get involved because even if you outsource your investment decisions, you will still need to understand what the asset manager is doing with your money.

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We are confident that, by completing this program, you will be able to make sound investment decisions yourself and understand what your asset manager is doing.

By the end of the program, we expect that you will have reached the same level as many professional investors. In order to achieve this goal participants will take part in simulations and completing assignments. Your own investment portfolio plays a central role in the simulations and guidance. Our optimally customised program allows you to put everything you have learned into immediate practice.

Why a Wealth Management Fundamentals Program?

Among investors around the globe there is a great need for better knowledge of, and insight into, the financial markets and (responsible) investments. Asset management offers many possibilities but also comes with responsibilities. There is so much more involved than merely setting up an investement portfolio. It starts with the right focus on the asssets and a well-thought-out plan. This program is designed to provide you with the right knowledge and insights so that you can achieve both your short- and longterm financial goals.

During the Wealth Management Fundamentals program, you will learn from independent experts how global financial markets work, how portfolio management starts and about the various types of portfolio strategies. Participants will also learn the fundamentals of risk management, asset allocations, different asset classes and risk management strategies that employ futures and options.

Today’s financial markets are more volatile than ever and just as diffuse and unpredictable as the weather.

Your benefits?

After completing the Wealth Management Fundamentals program, you can expect to:

• Know how the international financial markets and products work;
• Know how portfolio management works and which portfolio strategies exist;
• Understand option strategies and be able to apply them to your own situation;
• Understand how (active and passive) portfolio strategies work in your own situation;
• Know and experience what the relationship is between risk and return;
• Be able to estimate the value of price patterns and select fund managers;
• Know and experience that your own behaviour is an essential factor in the whole process (‘behavioural finance’);
• Handle your own investments with confidence;
• Involve others for support in an efficient way;
• Detect (worldwide) market trends and act on them

How do we achieve this?

During the program you will gain an understanding of the advantages and disadvantages of investing for the short, medium and/or long term. We show you how to gather and use information and knowledge about the global financial markets and products in a professional way. You will learn how to invest at a level that is at least equivalent to that of the majority of professional investors in the market.

Throughout the duration of the program, you will manage investments in your own virtual portfolio by using our PortfolioTrader simulation. This is available via online 24 hours a day, 7 days a week. 

  • Once a month you will have a day on site at campus during a 3 month period. Day 1: explanation and understanding the global financial markets, Day 2: investement categories and derivatives. Day 3: implementation of portfolio risk management, financial systems and reporting structure.

  • Once a week, you will also participate in an interactive online classroom session of approximately two hours. In each session the market developments will be analysed as well as a different topic. The following topics will be covered: economic indicators, currency markets, technical analysis, corporate figures, understanding fundamental analysis, bonds, options, futures, derivatives, asset allocation proces and strategic financial planning.

  • Every week, you will receive a detailed commentary on developments (or the lack of them) in your virtual investment portfolio. You will receive professional guidance from top experts and will be expected to explain all your trading transactions and choices. In this way both the experts and you will learn to identify your personal do’s and don’ts.

  • Every week, the experts will be available to help you with your investment portfolio, deal with questions on (new) topics or to explain topics in greater depth. They provide active instructions via the Internet and are actively at your disposal during the week.

Topics may include:

  • Understanding financial markets (money flows, products, players and risks);

  • Overview of the most important investment categories and products;

  • Comparison of the return and risk of different investment categories;

  • Importance and (dis)advantages of the ‘asset mix’;

  • Determination of the value of investment products;

  • Technical analysis;

  • Fundamental assessment of companies and their various risks;

  • Behavioural finance: ‘overconfidence’, ‘cold feet’ ‘mental accounting’ ‘framing’ and ‘loss aversion’

  • Portfolio impacts of economic developments;

  • Relation between economics and sentiment.

More information

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 programs. We are working with an international group of experienced trainers to ensure that participants get the best program.  

For the Benelux please contact our local partner:  TIAS SCHOOL FOR BUSINESS AND SOCIETY


For other countries please contact us via email: info@oxyor.group