Wharton Wealth Management Initiative

Where wealth managers can discover the big picture

Being a financial advisor or ultra-high-net worth (UHNW) investor today can be challenging. In addition to weathering financial upheavals, you must navigate a wealth management industry that is splintered among myriad stakeholders with a variety of interests. It’s critical to cut through the welter of often-conflicting information and to gain a full understanding of both sides of the advisor-investor equation.

Participants in classroom

An invaluable resource and destination

At the Wharton Wealth Management Initiative (WMI), Wharton faculty distill the most leading-edge financial research into real-world, real-time knowledge you can apply for immediate impact. Wealth managers, financial advisors, and UHNW investors will hone their financial acumen and move more swiftly toward their professional and personal financial goals.

Wharton’s Wealth Management Initiative offers investors and financial advisors with objective and timely information derived from rigorous research.

Wharton links the latest research in ways that help investors and financial advisors achieve greater success, says WMI Academic Director Christopher Geczy.

Choose the right program for you

We offer a variety of programs for individual advisors and investors that span every finance area, including the application of neuroscience to predict investor behavior and psychology. From securities industry regulations to the latest in quantitative data analysis, every program delivers the clear, objective information, the practical knowledge, and the deeper insight you need to make the most of your investments, now and in the future. We also develop customized programs for organizations and their clients, executives, or members.

Choose from the following options:

Asset owners (UHNW investors, family offices, and institutional investors):

Investors and advisors in Latin America:

The Wharton Wealth Management Initiative is committed to:

  • Research in wealth management
  • Educational programming in all aspects of wealth management for advisors, fiduciaries, investors, families, and policy makers
  • Global outreach including partnerships with business and policy makers around the latest issues in wealth management

Bring the benefits of Wharton expertise to your organization

We partner with top-tier wealth management firms to create transformative, custom education programs. Through these unique collaborations, we have developed programs in investment consulting, securities industry education, client psychology, benefits and compensation, private wealth management, and other essential areas. Among our clients are Citi, UBS, Bank of America, Chubb, and Morgan Stanley. Our approach closely reflects each organization’s strategy and corporate culture, and helps firms deliver on major business goals. Learn more »

More ways to work with us

The Wharton Wealth Management Initiative works jointly with organizations to create conferences, white papers, webinars, reports, and online content about financial industry issues. We will identify leading-edge industry research and deliver it in a relevant, compelling way that your team can put to work immediately for business success. If you are a wealth manager, a foundation, or a financial industry association, get in touch today for more information about our myriad opportunities.

Prof Chris Gezcy teaching WMI participants

To learn more about educational solutions for your wealth management firm, please contact:

Jennifer Gers
Director, Financial and Professional Services
+1 215.573.0864