« Le meilleur investissement que vous puissiez faire est d'investir en vous-même. Plus vous apprenez, plus vous gagnez. » Warren Buffet,
Homme d'affaires
et investisseur américain
Today’s financial environment is more complex than ever, presenting a wide range of challenges for young investors. Understanding how financial markets work and how portfolios are managed provides the knowledge and confidence needed to pursue ambitions, seize opportunities and take greater control of one’s financial future.
Get a headstart on building strong, lasting wealth
Banque de Luxembourg is pleased to invite you to its “Boost your investing skills” Masterclass, where you will have the opportunity to explore the fundamentals of saving and financial markets, as well as more advanced topics such as wealth structuring.
Learning about finance is essential to building and growing wealth.Stephanie BALDINUCCI, Head of Private Banking Luxembourg
Two tracks, each comprising five workshops
Choose the track that best suits your needs and level of financial knowledge. Each track comprises five free 90-minute workshops. Registration is required. The series of workshops will run from February to May 2027.
Workshops designed to build your financial knowledge
"START SMART"
We will welcome you from 5:45 PM before the workshops begin at 6:00 PM; they will end around 7:30–7:45 PM.
The evening will continue with a casual networking moment—the perfect opportunity to exchange ideas, network, and enjoy some time together.
- Saving and investing: basic concepts
1. Why save and invest?
2. Fundamentals of Budgetary and Financial Management
3. Financial instruments (Part 1): money market, stocks & bonds
4. Savings and investment strategies
5. Mistakes to avoid
03/02 with Nora Petit & Thibaud Gonne - Building a portfolio
1. Financial instruments (Part 2): funds, ETFs & gold
2. Volatility, return & risk
3. Diversification and defining an investment strategy
4. How to benchmark a portfolio?
5. Investment-related costs and fees
6. Portfolio management options
24/02 with Brian Klein & Valentin Roulez - Alternative investments
1. Definitions & concepts of alternative investments
2. Reasons for investing in private equity
3. Focus on other types of alternative investments
4. Why and how to integrate alternative investments into your portfolio? + Visit of the trading room
17/03 with Clément d’Espagnac & Jérôme Zahnen - How real estate investment can add diversification to a portfolio?
1. Current real estate market context (Luxembourg and beyond)
2. Real estate investment concepts
3. Different ways to invest in real estate
4. Real estate as a source of portfolio diversification
5. Personal real estate loans
14/04 with Nathalie Welbes, Michel Weckering & Agnès Gendarme - The influence of your personal situation on building wealth
1. Key factors
2. Civil status and marital property regimes
3. How to transfer wealth?
4. Tax and legal characteristics resulting from the choice of structure
04/05 with Claude Medernach & Anne Goedert & Stefania Bidoli
"GROW SMART"
We will welcome you from 5:45 PM before the workshops begin at 6:00 PM; they will end around 7:30–7:45 PM.
The evening will continue with a casual networking moment—the perfect opportunity to exchange ideas, network, and enjoy some time together.
- Investment principles
1. The importance of discipline in staying invested long-term
2. Why is volatility inherent in markets?
3. The importance of knowing your risk profile
4. Diversification
5. Active vs. Passive Management
03/02 with Maria Nemekh - Investing with a “Business Like Investing” approach
1. How to value a company?
2. What criteria should be used to select a stock?
3. Why invest with an entrepreneurial approach?
4. What are the advantages of an active management approach?
24/02 with Annick Drui et Amélie Morel - Alternative investments
1. Definitions & concepts of alternative investments
2. Reasons for investing in private equity
3. Focus on other types of alternative investments
4. Why and how to integrate alternative investments into your portfolio?
+ Visit of the trading room
17/03 with Clément d’Espagnac & Jérôme Zahnen - How real estate investment can add diversification to a portfolio?
1. Current real estate market context (Luxembourg and beyond)
2. Real estate investment concepts
3. Different ways to invest in real estate
4. Real estate as a source of portfolio diversification
5. Personal real estate loans
14/04 with Nathalie Welbes, Michel Weckering & Agnès Gendarme - The influence of your personal situation on building wealth
1. Key factors
2. Civil status and marital property regimes
3. How to transfer wealth?
4. Tax and legal characteristics resulting from the choice of structure
04/05 with Claude Medernach & Anne Goedert & Stefania Bidoli
Contact your adviser or our team to find out more:
With expertise in project management and an Executive MBA, Stephanie leads business development strategy for the Luxembourg market with the Private Banking teams. She also initiated this Masterclass.
A Key Clients Adviser at Banque de Luxembourg with a background in law, Anne supports family businesses with succession and with integrating the next generation. She also advises clients on their philanthropic projects.
As a Private Banker at Banque de Luxembourg, Katja advises clients on managing and growing their wealth, taking into account their personal and family goals.