Session 2: Applications open

Wealth Management in New York City.

A 6-week summer program for ambitious college students. Learn how the world's wealthiest families invest and protect their money, manage a simulated $100 million portfolio, apply your skills inside a New York wealth or investment firm, and spend your summer in one of the world's great financial capitals.

2-week Private Wealth & Investment bootcamp.

4-week immersive internship.

Build and defend a $100M family portfolio.

Live and learn in New York City.

Apply now →

4.9

70+ reviews

Session 2:

June 27 - August 7

*Classes are limited to

15 students per cohort

Program overview

How the program works.

Two weeks learning how private wealth and investing work. Four weeks applying those skills inside a real New York firm. Six weeks building the experience, confidence and story to stand out in finance recruiting.

Weeks 1 - 2

Learn how wealthy families invest.

Start with an intensive bootcamp in private wealth and investment management. Understand the family behind the money, then learn how professionals invest it across public and private markets. Your team takes responsibility for a simulated $100 million family portfolio.

Learn from industry professionals.
Build a real investment toolkit.
Present decisions to an Investment Committee.

Weeks 3 - 6

Put your skills to work.

Join a New York-based wealth or investment firm and work on a real business or investment challenge under the guidance of a professional supervisor. Spend three days each week with your host firm and return to the iX studio for coaching.

Real project ownership.
Weekly expert coaching.
A final host-firm presentation.

Network

Build relationships that matter.

Get direct access to iX alumni working at leading firms through two exclusive networking events designed for real conversations.

Attend private alumni networking events.
Unlock insider career intelligence.
Build relationships that compound.

For the summer

Explore a new city.

When you aren't in class or interning you can spend your time discovering a new culture, planning adventures and making friends.

Curated group excursions.
iX Staff to guide you around city.
24/7 ground support.

Apply now →

Applications open!

Student Life

Where you will live for the summer.

New York is one of the world's great centers of money, markets, entrepreneurship and investment. Private banks, asset managers, family offices, investment firms and thousands of companies operate within a few subway stops of one another. For six weeks, that ecosystem becomes your classroom.

Where you will stay.

Nestled in vibrant Midtown East, FOUND Study offers modern furnished student housing with seamless subway access right in the heart of Manhattan.

Shared kitchen.
Laundry facilities.
Centrally located.
Key access.
Fast, fibre wifi.

Accommodation Walk-through

FOUND Study Midtown.

Fully furnished, turnkey private and shared units in a centrally located living community. Residents enjoy 24-hour security, high-speed internet, on-site laundry, and exclusive access to FOUND promotions, discounts, and other student services.

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576p

What you'll experience

A jam packed schedule.

We want you to make the most of your summer. Our team curates experiences across culture, adventure, nature and career to make sure you maximize your New York experience.

Included

Culture

New York in a Day.

Immerse yourself in the heart of the Big Apple with this comprehensive tour, capturing the energy, landmarks, and spirit of New York City in one unforgettable day.

Included

Food

Chinatown and Little Italy Food Tour.

Indulge in the authentic flavors of New York as you explore two legendary neighborhoods, tasting your way through the vibrant streets.

Included

Sightseeing

Explore New Yorks Diverse Boroughs.

On this in-depth tour, experiencing the unique cultures, histories, and vibrant neighborhoods of Manhattan, the Bronx, Queens, and Brooklyn.

Included

Career

Professional networking workshop.

Learn practical tips and strategies to grow your network.

Included

Event

Kick off your journey at the welcome event.

Meet new friends and feel the energy of what’s ahead.

Included

Event

Celebrate together at the final event.

End your experience on a high with food, music, and memories.

Schedule

What does a typical week look like?

Typical weekday.

9:00 AM

Morning markets briefing.

9:15 AM

Class with your lead instructor.

12:00 PM

Lunch at a New York deli.

1:00 PM

Portfolio and client workshop.

3:15 PM

Guest speaker or firm visit.

7:00 PM

Dinner & social time.

Typical weekend.

6:30 AM

Walk across the Brooklyn Bridge.

10:00 AM

Brunch at Chelsea Market.

1:00 PM

Chill at a rooftop with skyline views.

4:00 PM

Explore iconic attractions.

7:00 PM

Dinner.

WHO IT'S FOR

Designed for students who want a future in wealth management.

You don't need a finance internship or years of investing experience before you arrive. This program is designed primarily for rising sophomores and rising juniors who are curious about markets, money and investing and want a substantive experience before their next recruiting cycle. What matters is curiosity, ambition and a willingness to learn.

You'll leave with:

A private wealth & investment toolkit.

Understand how wealthy families invest across equities, bonds, private markets, real estate and alternatives, and how professional investors turn goals into portfolios.

Experience you can actually talk about.

Build a $100 million portfolio, make investment decisions, defend them to an Investment Committee and complete a real project for a New York finance firm.

A summer in New York City.

Spend six weeks living and working in one of the world's most important financial and cultural capitals.

Your finance network.

Build relationships with your cohort, instructors, host-firm professionals, guest speakers and the wider iX community.

Our students come from everywhere.

You don't need to major in finance. Great wealth managers combine analytical thinking with curiosity about people. Students from finance, economics, STEM, psychology, humanities and other backgrounds can all bring something valuable to the field.

When I saw ‘internship abroad’ in the ad, I knew it was exactly what I needed, the perfect mix of career experience and travel.

Isabel Cheng

Wellesley College

Your teaching team

Meet our Finance department.

At iX, students have direct, personalized access to industry experts that teach, guide, and mentor you through your bootcamp and internship experience abroad.

Head teacher

Martin Nel

ACME Credit Partners

Vice President at ACME Credit Partners; ex-private equity and leveraged finance professional with expertise in investment strategy and capital structuring.

Teaching assistant

Sibusiso Gwebityala

Milpark Education

Equity and fixed income specialist with 10+ years’ experience in institutional research, investor advisory, portfolio analysis, and capital markets.

Teaching assistant

Graham Jenneker

WCB Property Development

Investment Officer at WCB Group; ex-RMB and Barclays banker with expertise in debt finance, acquisitions, and property development.

The instructors are really good at breaking down complex concepts into something digestible.

David Thomas

University of Virginia

Bianca van der Westhuizen

Simply

Dynamic investment analyst with VC and PE expertise, driving value through strategic valuation, due diligence, fundraising, and portfolio growth

Melbourne Nyamadzawo

Renew Capital

Dynamic investment analyst with VC and PE expertise, driving value through strategic valuation, due diligence, fundraising, and portfolio growth

Lebogang Poonyane

BlueSky Investment Holdings

Co-founder and MD of BlueSky Investment Holdings; ex-McKinsey consultant, private equity leader, and venture capital investor driving transformation in Africa

Tarryn Valle

MariHealth Solutions

Finance and investment strategist, former CFO; expert in portfolio management, fintech, and mentoring entrepreneurs through growth and fundraising.

Halvar Mathiesen

Mathiesen Financia

Senior banker at RMB and Standard Bank, advising on acquisitions, resource finance, special situations, and investments; Former McKinsey Consultant.

Quintin Claassen

Prime Trading

Quantitative trader with expertise in derivatives, structured products, and commodities, leveraging advanced analytics to drive strategic investment and trading decisions

WHAT YOU'LL LEARN

By the end of the program.

You'll leave New York able to talk about markets, portfolios and private wealth with confidence, backed by six weeks of work that proves you've applied what you learned.

Private wealth fundamentals.

Understand private banks, RIAs, wealth firms, asset managers and family offices.

Markets & macro.

Understand equities, fixed income, interest rates, inflation and the forces that move portfolios.

Public & private investments.

Explore equities, bonds, private equity, venture capital, private credit, real estate and hedge strategies.

Portfolio construction.

Learn diversification, asset allocation, liquidity, risk and how professional portfolios are designed.

Investment due diligence.

Evaluate managers, funds and investment opportunities based on strategy, team, track record, fees, liquidity and risk.

Family-office investing.

Understand how wealthy families balance public markets, private investments, governance, philanthropy and long-term wealth.

Client psychology.

Learn how goals, risk, family dynamics and behavioral biases influence financial decisions.

Complex wealth.

Build a working understanding of tax-aware investing, concentrated stock, trusts, gifting and philanthropy.

Investment communication.

Turn complex recommendations into clear explanations that a client or Investment Committee can understand.

Leave with more than theory.

By graduation, you'll have:

Run a simulated client discovery meeting.
Built a financial and liquidity model.
Written a market outlook.
Created an Investment Policy Statement.
Built and defended a $100M portfolio.
Evaluated an investment manager.
Presented to an Investment Committee.
Completed a project for a New York wealth or investment firm.
Presented final recommendations to your host firm.
Built a polished finance resume story.

Resume sample.

Signature experience

The $100 million family office challenge.

Imagine an entrepreneur sells their company and suddenly has $100 million to invest. What happens next? Throughout the six-week program, your team becomes the family's investment team.

You'll decide how much capital belongs in equities, bonds, cash, private equity, venture capital, private credit, real estate and alternative strategies. Then markets fall. Inflation surprises. Interest rates move. A private investment opportunity appears. The family wants to start a foundation. And suddenly they need liquidity.Every decision has to balance investment opportunity with the needs of the people behind the portfolio. At the end, you'll defend your strategy in front of a final Investment Committee.

You'll be judged on:

Investment judgment.

Fit with the family's goals.

Risk and liquidity management.

Portfolio construction.

Communication.

Your internship

What you'll work on in your internship.

During Weeks 3 - 6, you'll join a New York wealth or investment firm and work with a small team on a scoped project the firm actually cares about. Your project will depend on your host.

You could help:

Evaluate investment managers.

Research a public company or sector.

Map a private equity or private credit market.

Analyse a portfolio allocation.

Research a family-office investment opportunity.

Support a firm's market outlook.

Study the next generation of wealth clients.

Analyse a wealthtech market.

Every team works under a named supervisor, with additional coaching from the iX teaching team. At the end of Week 6, you'll present your work back to the firm.

Safety & Support

We've thought of everything, so you can focus on having an incredible experience.

Thousands of students have trusted iXperience to deliver an unforgettable study abroad experience. Our safety approach combines experienced on-the-ground staff, carefully selected accommodation, clear safety protocols, and 24/7 support - giving students the freedom to explore with confidence and parents complete peace of mind.

24/7 support.

Dedicated on-site student experience team.
Emergency phone line available day and night.
Immediate assistance whenever you need it.
Parent updates for significant incidents.

Secure living.

Premium New York location.
Access-controlled accommodation.
Five-minute walk to class.
Safe, vibrant neighbourhood.
Accommodation personally vetted by our team.

Proactive safety.

Comprehensive orientation before exploring independently.
Buddy system and shared travel guidelines.
Guided excursions and organised social events.
Practical advice for navigating New York like a local.

With decades of military and police experience, a global security network, and 24/7 on-the-ground support, your safety isn’t just a promise, it’s our proven standard.

Jakobus van Aarde

Global Operations Manager at iX

PROGRAMME INFORMATION

Tuition & what's included.

Complete program fees for your New York experience. iXperience offers needs-based financial aid that you can apply for during the application process.

$11,970

Tuition fee, includes a $950 non-refundable deposit.

Payment plans.

Choose the plan that suits you. Every plan includes the $950 deposit due at enrolment.

$11,970total program fee

A single up-front payment, with no interest.

$5,510per month

Deposit payment due at enrolment ($950), remaining payments spread over 2 months ($5,510 per month).

The above amount includes no interest.

$2,837.50per month

Deposit payment due at enrolment ($950), remaining payments spread over 4 months ($2,837.50 per month).

The above amount includes the 3% interest fee.

$1,928.50per month

Deposit payment due at enrolment ($950), remaining payments spread over 6 months ($1,928.50 per month)..

The above amount includes the 5% interest fee.

Whats included

The course.

Head teacher with 8 to 12 years of industry experience.
Teaching assistants with 3 to 8 years of experience.
Pre-course work.
54 hours of live in-person teaching.
Compulsory office hours.
Exclusive student learning management system.
Internship support.
Daily homework project assessment.
Capstone class project.
Certificate of completion.

Operations.

In-City orientation.
Accommodation.
Classroom space.
24/7 health and safety support from iX staff.
Dedicated iX Program Management team.
Airport pickup (arrival Sunday) and dropoff (departure Saturday).
iX swag.

Experience.

Welcome & final event.
Two bespoke networking experiences.
Four professional development workshops.
Life after iX event.
Access to Alumni Network.
Four weekend excursions.
Weekly rookie run club.
Ad Hoc community events.

Whats not included

Flights and meals. Considering where all of our students come from, and the broad spectrum of dietary requirements, your flights and food are not included in the tuition fees. Orientation will include information on where to shop, what dining options are around, and what’s affordable, local and tasty. Costs vary between our campus cities.
Extra excursions. Each of our campus cities has a host of adventures available for you and your new friends to go on. We’re happy to make recommendations and point you in the right direction, but note that additional experiences outside of the official program are for your own cost.
Extra accommodation and transfers. It will be your responsibility to cover the costs of accommodation and transportation if you choose to arrive before the confirmed arrival day, typically the Sunday before the program begins. The same applies if you decide to stay on after the program ends.
Transport to and from your internship. While most of the internships will be concentrated around the campus location, getting yourself to and from meetings will be at your own expense. We’ll brief you on transport options during orientation, and there will be info in your internship pack that you’ll receive in the first week of the program.

How To Apply

Your path to iX in four simple steps.

From choosing your program to securing your spot, the whole process takes just a few days. No lengthy forms, no guesswork.

Step 1

Choose a program that suits you.

Pick a program that fits your goals or helps you discover new career interests.

Step 2

Apply for your chosen program.

Answer a few questions so we can review your application.

Step 3

Get invited to a 1-on-1 interview.

You’ll be invited in 3 days. Interviews are 20 minutes and require no preparation.

Step 4

Secure your spot.

If accepted, you’ll access a place on the iXperience 2027 program.

Apply now →

Applications open!

Make this summer count.

Apply for Summer 2027. Join thousands of students who've transformed their futures. Spots are limited by course and location.

Apply now →