OUR STORY

Headquartered in Switzerland with our core capabilities in Switzerland, the United States and the UK, and alumni in almost every country in the world, we are the leading provider of elite 'special forces' type business training for high net worth families, hedge fund managers, portfolio managers, entrepreneurs, and ambitious young students, particularly in the fields of wealth creation, global investments, investment banking, corporate finance, legal fund formation, international office expansion, on-site investigations in frontier markets, risk management, espionage disaster and IP theft prevention, proprietary algorithmic trading, private equity and venture capital.

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We can assist a fund of funds seeking to block trade an illiquid LP, and we can help a family understand 500 pages of legal term sheets prior to investing in an esoteric private equity fund.

 

We are careful and selective in whom we work with and whom we can accept as our client. While some programs are invite-only and some require minimum CPA-certified net worth of $10 million or enterprise value of $50 million, we wish to be highly inclusive and integrated with local businesses and schools. Our commitment to philanthropy is reflected in millions of dollars in financial aid, scholarships and tuition waivers we have granted and numerous educational programs we have sponsored at no cost.

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We have in conjunction with our U.S., Swiss and UK affiliates trained professionals at more than 100 major institutions located in all major international financial centers including all major Wall Street banks and all major Swiss and UK banks. Swiss Finance Academy's founding philosophy is to focus on our client's learning by doing. It may involve doing a simulated deal, or optimizing personal psyche for better trade management, or coping with legal, entrepreneurial and other, hardest, business problems. We coach our clients to take massive action on a daily basis and we use simulations, behavioral exercises and proprietary modules that allow them to achieve their ultra competitive goals.

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Our founders have created and managed wealth, on and off Wall Street, in the financial City of London and of course at our home in Switzerland. 

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