Headergrafik - Business School

PFI - Private Finance Institute

Our Research

Research & Consulting Activities in academic and applied research & consulting

In Germany, the research of retail banking in general and the financial and estate planning as well as wealth management in particular has a major backlog. The executive education offerings of EBS Executive Education benefits tremendously form the academic and applied work of the PFI - Private Finance Institute.

In addition, the PFI - Private Finance Institute conducts consulting projects and market research in the area of private banking and wealth managment. Aggregated results and insights are directly transferred into teaching in degree and post graduate programmes. Current research agenda

  • Future of Private Banking
  • Distribution of Financial Services
  • Demographic Changes and their Effect on Private Client Business
  • Financial Illiteracy
  • Family Office (CFFO)
  • Retirement Planning
  • Advice and Sales in 2025
  • Service Orientation in Banking
  • Alternative Investments
  • Private Real Estate Management
  • Regulation of the Financial Services Sector
  • Customer Satisfaction in Financial Services
  • Estate Planning and Trusts
+49 611 7102 1830
+49 6723 8888 11
Hauptstraße 31
65375 Oestrich-Winkel