Wealth Management and Private Banking

Program type Continuing Education, Initial Training, Apprenticeship Training
Degree Master's
Graduate program(s) Graduate Program in Finance
Domain(s) Humanities & social sciences
Discipline(s) Banking - Finance - Insurance, Law, Economics, Business Administration - Management
Teaching language(s) French
Place Paris

School of enrollment

Description
Admissions

The Master’s degree program in Wealth Management at Dauphine–PSL is designed to produce specialists in wealth management who can advise their clients on building, optimizing and passing on their financial assets at the various stages of life. Graduates gain threefold competence – in tax law, economics and finance and commercial practices – that allows them to interpret and explain the financial, legal and tax environment for their clients and guide them through the world of investment opportunities.
The Master’s degree is affiliated with PSL’s graduate program in Finance.

Learning outcomes

  • Threefold expertise in law and taxation, economics and finance and commercial practices.
  • Familiarity with the legal and tax ramifications, both in France and worldwide, of wealth creation, management and transfer (savings and pension schemes); marital regimes and family law; and transfer of personal and professional assets.
  • Familiarity with the economic and financial aspects of wealth management. Familiarity with preparations for retirement, fund selection, investment strategies and securities management, life insurance, financial appraisal of property assets, and other types of assets such as art investments, vineyards, etc.
  • Commercial skills to ensure that students become demonstrated experts, with immediate added value for recruiters.

Curriculum

The first-year curriculum focuses on knowledge and skills bases to be acquired in accordance with the program objectives (tax law, economics and finance, tools for wealth management). In the second year this is supplemented with electives designed to expand the scope of the core businesses studied: vineyard assets, the art market, private assets of business owners, medium- and long-term savings in Europe.
This curriculum can be taken over three years beginning in the third year of the undergraduate program.

Teaching location

Dauphine–PSL: Place du Maréchal de Lattre de Tassigny, 75016 Paris

Opportunities

The Master’s degree program produces high-level professionals trained for the following careers in wealth management: analyst, private banker, private banking advisor, wealth management advisor.

ADMISSIONS

Desired background for Master’s Year 1
A three-year undergraduate degree (BAC+3, 180 ECTS credits) or the equivalent, obtained at Dauphine or another university or institution of higher learning, in one of the following fields: management, law, economics or social sciences.
Selection process
Based on an application in the first year.
Based on an application and interview in the second year.
The application should be submitted online at the MyCandidature application platform: candidatures.dauphine.fr

  • A curriculum that is designed to provide students with a comprehensive course of study that includes a concentration from the outset of the program.
  • Thanks to its information-rich coursework, the Master’s degree opens the door to a wide array of careers in wealth management.
  • A curriculum that produces experts with immediate added value for recruiters, including demonstrated commercial skills.
  • A full-time internship lasting at least six months (for full-time students in initial training), or a work-study program for a curriculum that is tailored to students’ professional lives.
  • Partnerships with renowned companies that allow for top-level technical supervision and a wide selection of internships and work-study programs: La Banque Postale, BNP Paribas, BRED, Crédit Agricole, LCL, Société Générale, BPCE, Rothschild, Axa, Banque Neuflize, RSM, Herez, HSBC and more.
  • A study program that is structured to allow for international exchanges lasting a semester or a full year.

Soon.

Contact

Heads of the Master's program: Frédéric Gonand, Director of the Institute of Private Banking and Wealth Management; Amélie de Bryas, Associate Director of the Institute of Private Banking and Wealth Management

Further information


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