M.Sc. Business Management
in Wealth Management

fibaa

FIBAA accredited

Accredited​ by FIBAA, the international association of business schools, standing for the high quality of our internationally recognized, part-time Master degree.

futurestamp white

Future proof skills

During your studies, we strengthen the future skills proclaimed by the World Economic Forum 2023: analytical thinking, creativity, agility and motivation.

SDG Wheel Transparent WEB 300x300 1

Sustainable Development Goals

The curriculum is based on the global sustainability goals of the 2030 Agenda.

Build the Future of Finance

Leading in
Wealth Management

In many financial institutions, Wealth Management is being propelled as a potential savior for current revenue weaknesses. To be successful in wealth management, however, it is not enough to be familiar with investment calculation or portfolio or capital market theory.

Institutions with high potential in Wealth Management are engaging the market with alternative, adaptable concepts. They have the capacity to convince affluent clients, including institutional ones, of their performance capabilities, thereby achieving high profitability.

zeb has been a market leader in bank consulting for years, successfully helping to develop innovative products and services, optimize distribution channels in Wealth Management, and enhance the efficiency of advisors. The zeb.business school integrates these practical elements of successful market cultivation without neglecting the theoretical foundation of investment decisions.

What to expect

Do you enjoy dealing with sophisticated clients and love solving complex problems for them? In the Wealth Management specialization modules, you will be equipped with the skills to successfully advise affluent clients. You will also learn how this business area can be further expanded and optimized within your institution. We will equip you with the necessary competencies to drive innovative services in Wealth Management.

Start date

Start at any time on your preferred date

Campus

Münster, Berlin, Munich, Frankfurt, Hamburg, Vienna and Zurich or Online

Costs & Fees

24 months € 18,900
incl. of all examination fees

18 months € 15,400
(with recognition of 30 CP)

12 months € 11,900
(with recognition of 60 CP)

Duration

24 month, part-time, but it can be extended up to four years without additional costs (and with additional costs beyond that).

ECTS

The 24 month Master comprises 120 CP.
Recognitions of up to 60 CP can shorten the study duration to as little as one year.

Degree

Master of Science (M.Sc.)
State acknowledged
FIBAA accredited

Flexible course of studies

You can individually combine the elements of your studies according to your schedule.

For example, if a presence session for a module does not fit into your schedule, you can take it in the following semester.

You can participate via online streaming if you cannot attend in-person events. In compliance with GDPR rules, all presence sessions are transmitted and recorded via video meetings.

 

 

Interactive – click for more information

Curriculum

FOCUS Modules

The Focus Modules correspond to your specialization, giving you the crucial competencies and knowledge advantage in Wealth Management.

Additionally, we offer the option to choose and exchange Focus Modules from our other Master’s specializations.

mixandmatxh scaled

Transfer of assets

Tax and legal implications of the transfer of assets: Fundamentals of inheritance tax law / Tax and legal implications of business transfers, business valuation, business succession processes / Fundamentals of foundations / Foundation management / Family governance / Corporate governance in business succession in family businesses

Performance measurement

Individual transaction calculation / risk/return aspects / evaluation of active and passive strategies / attribution analysis / Sharpe Ratio, Jensen Alpha, Treynor measure, etc

Business area management in wealth management

Differentiation criteria of business models in wealth management: asset management, family office, etc. / market overview / structure and management of wealth management units: Performance measurement, pricing models, value chain, cooperations, target client definition, client-advisor relations / brand building, importance of the brand in wealth management, brand theory: brand essence (brand building and development, brand management, brand maintenance), satisfaction measurement

Advisory practice in wealth management

Basic rules of communication: conducting conversations / questioning techniques, mediation and moderation / psychological, soft factors in advising wealthy clients / clients: Types of customers, clients, behavioral theory, motivation, expectation formation, non-words, use of findings from behavioral finance theories in wealth management / Core competencies of a wealth manager: joint development of the ideal wealth manager

Corporate University

Unternehmen können ein eigenes Modul entwickeln und dessen Inhalte vorgeben. Das Modul kann einem geschlossenen Teilnehmerkreis oder offen für alle Studierenden angeboten werden.
Außerdem entwickeln wir jedes Jahr ausgehend von aktuellen Megatrends der Branche ein brandaktuelles neues Modul – bleib am Puls der Zeit und besuche die Corporate University als Teil deines Masterstudiums.

Curriculum

CORE Modules

The Core Modules are compulsory. They form the business management foundation for your specialization.

Philosophy of science and research methods

Overview of economic research directions, methods, concepts and ideas for conducting independent research at university level

Economics, Politics and Society

Understand microeconomics and macroeconomics / be able to apply models and instruments / analyze and understand monetary and currency policy decisions

Project management

Project management styles & consulting-innovative methods and key success factors for managing projects

Strategic corporate management

Strategic Management / Entrepreneurship: Development of individual business cases from vision to strategy to foundation. Methods: Scrum, business model canvas, minimum viable product

Leadership and communication

Modern Leadership and CRM: Understanding concepts from leadership theory Success factors for internal and external communication

Mathematics advanced

Statistics & Data Analytics Basics:
Understanding and applying basics in empirical data analysis & interface to AI / scale levels, regression methods, cluster analyses

Advanced statistics

Statistics & Data Analytics advanced:
Understand and apply modern advanced methods of AI-based data analysis from planning to interpretation. Basics for the implementation in R and Python / independent coding

Econometrics

Scientific Modeling & Econometrics:
Insights into the scientific modeling of complex interrelationships and normative knowledge acquisition

Innovation Project

zeb.bs student consultancy: You set up a (student) consultancy in a team and solve real, complex practical problems

Integration module: Introduction, Theories and Developments in Finance, Banking & Controlling

Trends in finance, banking & controlling and the resulting implications for the management of financial service providers, wealth managers, ORG/IT structures and the digital transformation in the financial sector

Coaching

Balancing studies, work, family, and leisure can be challenging for part-time students.

We have given much thought to how we can support, motivate, and nurture you during this challenging phase.