CCIG Formation "Private Wealth & Family Office"

Sep 02, 2020

Les activités bancaires remontent, à Genève, au XIVe siècle et ont dans le sillage des grandes foires européennes. Divers autres facteurs sont venus, au fil du temps, confirmer le rôle de plaque-tournante financière de Genève et de la Suisse, les dotant d’une solide expertise qui se traduit aujourd’hui notamment par la transparence et la fiabilité de leur système financier.

Grâce à un partenariat avec l'association Private Wealth & Family Office – Swiss Certified (PWFO), la CCIG propose à ses Membres de suivre une formation leur permettant d’acquérir les bases du métier de gestionnaire de patrimoine privé.

Le programme Private Wealth & Family Office 3.0 (PWFO – Swiss Certified) couvre un large éventail de sujets à travers la perspective d’un praticien PWFO et vise à fournir une formation claire à...

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Family Office - Multi vs Single

Aug 03, 2020

 As the interest in both single and multi-family offices increases, do not worry what the system tells you: define the mission from the family perspective, and then you will decide how to execute that mission.

Let us visit the definitions of Single Family Office (SFO) and Multi-Family Office (MFO). What is your definition as the right one? If you do not have a definition, let me share with you the meaning that The Private Wealth & Family Office has defined:

 

A (Single) family office is a privately controlled (group of) staff employed within or outside a dedicated structure that assists a family with the organisation, management, and maintenance of all or parts of their assets, needs, and wishes with a core focus on wealth creation, protection, growth and succession planning. The “family” defines the mission of the "office" which is to ensure the family’s prosperity by collectively directing the affairs of the family while meeting the appropriate...

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The history and future of the Banking Profession

Jul 02, 2020

Riding the next disruption in banking!

 

The history of banking began with the first prototype banks which were the merchants of the world, who gave grain loans to farmers and traders who carried goods between cities. This was around 2000 BC in Assyria, India, and Sumeria. (From Wikipedia, the free encyclopedia).

 

The world financial system and economy cannot function without Banks. At its most basic banks were principally allocate funds from savers to borrowers in an efficient manner. 

 

With Covid-19 and the near-collapse of the world economy, the Central and Commercial Banks are doing their best to relaunch the markets.

 

Well before the recent downturn, factors like technological, economic, geopolitical, demographic, and environmental were converging in an accelerated way to create changes in the mind and behavior of society and the economy in general. 

 

Accordingly causing changes in the banking industry as well.

 

These...

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PWFO Posting Rules - May 2020

May 13, 2020

Private Wealth & Family Office (PWFO) Posting Rules - May 2020

Due to a recent "zoombombing" that happened on one of our meetings as well as a surge of members we have had to implement the following posting rules in order to protect the brand and uphold our membership code of conduct. 

PWFO has the following rules to ensure the group is well maintained.

1. Posting on all PWFO Association social media groups can only be made by Associate and Fellow Members of PWFO. 

 

2. Be respectful - no abusive, unprofessional, harassing, and derogatory content. Please flag any inappropriate content and we will review it.

 

3. No spam.

 

4. No unsolicited advertising

 

5. Selling or request for investors or investments is not permitted. 

 

6. Self-promotional content will be moved to the “Promotions” section. 

 

7. Jobs- No job offers for other entities.

Job listings will be moved to the “Jobs” section. Please do not...

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