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Center for Sustainable Finance and Private Wealth

Custom Programs for Institutions

The Center for Sustainable Finance and Private Wealth at the University of Zurich has developed and delivered hands-on science-based trainings for 500+ ultra-high-net-wealth individuals UHNWI and 10,000+ wealth managers together with MIT Sloan and the Harvard Kennedy School.

The CSP is the only entity worldwide purely focused on activating private wealth for a sustainable future and offering cutting-edge, modular Sustainable Investment executive education based on pioneering research as well as best practices from industry leaders.

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Our Approach

Forward-thinking institutions are now able to match their clients’ needs to meaningful investment products that enable clients to express their values and generate impact on topics they truly care about.

Our tailored programs are specifically designed around your pain points, needs, and product shelf. In them, you will hear firsthand from clients with experience building sustainable portfolios and discover what they are looking for in a wealth manager. We are passionate about seeing you succeed and committed to seeing you reach the outcomes you set for the program.

Testimonials

Weiterführende Informationen

Thomas Trsan, CFA
Senior Investment Strategist
Vontobel

"The course was well structured and efficient. The content was well presented with a good mix of practitioners and academia. Particularly, I enjoyed the interaction sessions with Next Gen UHNWIs and the SDG workshop where we could apply our acquired know-how"

Sandra Wassermann
Head of Client Communities
Julius Baer

"CSP has a deep understanding of wealth holder requirements and put together engaging and educational training programs for next-gen Julius Baer clients."

 

Johan Holgersson
Partner
Cape Capital

"CSP's trainings enabled us to quickly get up-to-speed and design appropriate solutions that met our client's impact requests whilst also maintaining the best practices of fiduciary responsibilty, such as rigorous portfolio construction and liquidity management."