Private Wealth Management Executive Program

Program Description

The Private Wealth Management Executive Program is the flagship program of the Private Wealth Management Institute. A full academic year —113 sessions, 226 hours, from October 2025 to September 2026— spanning the wealth discipline end to end: from ethics in banking to strategic asset allocation, from public financial markets to private and alternative markets, from family offices to geopolitical risk.

The faculty is composed of those who practice the discipline. Christian Lafiandra, Head of Wealth Management at HSBC México, opens the program. Didier Mena, former CFO and CIO of Santander México, teaches Ethics in Banking. José Antonio González Anaya, former Finance Minister of Mexico, and Carlos Pérez Verdía, formerly of the IMF, lead Trading Economics. Juan Pablo Medina-Mora, Managing Director at J.P. Morgan Asset Management México, teaches Strategic Asset Allocation. Every module is in the hands of a practitioner, not a theorist.

The format is hybrid and executive: two-hour sessions, 7:00 to 9:00 pm Mexico City time, in person at the Club de Industriales in Polanco and at IADA Anáhuac, or via Virtual Live. The classroom brings together both sides of the table: those who manage wealth and those who own it. That proximity is part of the design. Your network is your net worth.

General Objective

To train wealth managers and wealth owners in the integral discipline of private wealth management —public and private markets, tax and estate planning, family governance, wealth security and geopolitical risk— through a year-long, 226-hour program taught by active practitioners, combining technical rigor, strategic intelligence and a professional network of the highest caliber.

Learning Objectives

• 01Master the full private wealth management cycle: client profiling, proposal, management and preservation of wealth.
• 02Analyze and operate in public financial markets: FX, fixed income, equity, ETFs and derivatives.
• 03Evaluate investments in private and alternative markets across their eleven verticals.
• 04Design strategic asset allocation and advanced portfolio management strategies.
• 05Structure retirement, succession and strategic philanthropy plans for high-net-worth families.
• 06Apply tax strategies (Tax-Wise Investing) and wealth protection strategies (Wealth Insurance Strategies).
• 07Embed family and corporate governance in family offices, supported by WealthTech platforms.
• 08Integrate macroeconomic analysis, geopolitical risk, wealth security and regulatory compliance into decision-making.

Why Take This Program

1. A full academic year: 113 sessions and 226 hours of training, from October 2025 to September 2026.
2. Sixteen modules covering the wealth discipline end to end, from banking ethics to geopolitical risk.
3. A faculty of active practitioners: HSBC, J.P. Morgan Asset Management, ex-Santander, former Mexican Ministry of Finance, ex-IMF and ex-CNBV.
4. Opening Keynote by Christian Lafiandra, Head of Wealth Management at HSBC México.
5. 72 hours devoted to Private Markets & Alternative Investments, the most extensive block of the program, in eleven parts.
6. Hybrid format: in-person sessions at the Club de Industriales (Polanco) and IADA Anáhuac, complemented by Virtual Live.
7. Executive schedule: 2-hour sessions, 7:00 to 9:00 pm Mexico City time, compatible with a professional agenda.
8. A dual audience by design: sell side and buy side —those who manage wealth and those who own it— in the same classroom.
9. International component: Retirement and Succession Planning taught in English by Steve Trautman (The Steve Trautman Co, USA).
10. High-level networking as the program's founding thesis: your network is your net worth.

Syllabus — Key Topics

• Opening Keynote — Your network is your net worth
• Ethics in Banking
• Private Wealth Management — There is no such thing as an average client
• Strategic Intelligence, Leadership and Negotiation
• Retirement and Succession Planning (in English)
• Strategic Philanthropy
• Wealth Insurance Strategies — You insure dynasties
• Tax-Wise Investing
• Public Financial Markets: FX, Fixed Income, Equity, ETFs and Derivatives
• Private Markets & Alternative Investments (eleven parts)
• Trading Economics — Chief Economist & Market Intelligence
• Strategic Asset Allocation & Advanced Portfolio Management
• Family Offices & Governance
• WealthTech: Aggregation and Control for HNWIs & Family Offices
• Wealth Security & Privacy (Cyber & Physical)
• Financial Crimes, Supervision & Compliance
• Geopolitical Risk

Faculty

Christian Lafiandra (Head Wealth Management, HSBC México) · Didier Mena (ex-CFO/CIO Santander México) · Mariana Garza · José María de la Torre · Fernando Buendía · Giuseppe Bracalello · Armando Ríos Piter · Steve Trautman (The Steve Trautman Co, USA) · Ileana López (Hoteles BF) · Alejandro Legorreta (CEO AIR) · Alejandro Santoyo (Ritch Mueller) · Antonio Castaño · José Oriol Bosch · Rodrigo Román · John Soldevilla (ECOBI) · Carlos Pérez Verdía (ex-FMI) · José Antonio González Anaya (ex-Secretario de Hacienda) · Juan Pablo Medina-Mora (MD, J.P. Morgan AM México) · Luis Seco (Sygma) · Jorge Fabre (IADA) · Domingo Viesca (Masttro) · Sandro García-Rojas (LEX-QUO, ex-CNBV) · Carlos Ramírez (Integralia) · Lombardo · Caudillo · DeWaal · Sánchez Lerma · Bonet · Amicorp · Towle · Fischman · Villafañe