Training

Do you believe that the success of your company depends on the skills of your employees? Are theoretical knowledge and hands-on experience equally important to your success? Are you bored by off-the-shelf training courses that focus for the n-th time on mean-variance portfolio optimization? Do you want your employees to stay ahead of competition in terms of knowledge? Then, what about organizing a training course customized to your needs.

Dr. Claude Diderich is a dynamic, engaging trainer with proven didactic capabilities. Since working as a research and teaching assistant at the Swiss Federal Institute of Technology in Lausanne more than 18 years ago he has regular taught courses and held training sessions for professionals at all levels of seniority. He has a passion for teaching about topics around investment management, including product development, innovation management, and knowledge transfer.

We offer our clients one day to one week training courses customized to their business model and specific needs. We focus on aligning the course content, both from a theoretical as well as from a hand-on experience point of view, to our clients’ environment (vision, mission, investment process, products and solutions, etc.) as well as the course participants (education, past experience, role within you organization, etc.). This allows our clients to achieve the best possible return on investment, both in time spent and knowledge received.

We believe successful training can only be achieved through a sound combination of theory with hands-on exercises. We offer our expertise by giving answers to all questions asked, whether in the plenum or during the breaks. Feedback has shown that this approach provides the highest credibility of the topics we are teaching.

We believe that success in wealth management requires focusing on results rather than deliverables.

  • We offer unique expertise in all areas covering wealth management, from business strategy, through products and services, up to designing investment processes, including modeling and risk management.
  • Your employees will enhance their knowledge on topics that really matter to stay ahead of competition.
  • All our training courses are practice oriented and based on a sound theoretical foundation. They include about 50% hands-on learning exercises in an environment similar to your organizations.
  • Yours employees will be able to apply the learned material during their day-to-day work allowing them to consider the course fees as an investment rather than an expenditure.
  • We offer competitive fees related to the value added for your employees by the training.
  • By focusing on allowing your employees to extend their value creation based on the training outcome, we assure and optimal return on investment.