3 Day Wealth Management Workshop
Wed, 01/07/2009 - 08:30
Conducted by:
Eureka Financial
Contact:
Sam Baker By the end of this training you will:
• Have a sound practical understanding of the wealth management strategies, portfolio creation and the implementation of different investment instruments
• Be able to apply day to day investment strategies by assessing the value of different investment instruments as well as estimate and manage risk
• Gain awareness of how your bank can differentiate from the competitors and apply technical analysis to your investment strategy
• Through case studies and exercises you will create portfolio for a private client, establish due diligence process for hedge fund application and learn about credit spreads for Emerging Markets bonds
Contact us for more details enquiry@eurekafinancial.com or +44 207 193 5035
- Special Reports
Latest Special Report
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Thu, 18/04/2013 - 12:00
On 1 March 2013 Swiss fund managers awoke to a new era of regulation under the watchful gaze of FINMA, the Swiss regulator. The regulatory changes reflect recent European regulations under the AIFMD and bring Swiss funds a new imprimatur that will enhance their attractiveness to external investors
Wed, 22/05/2013 - 12:46
Mon, 04/02/2013 - 21:13
Thu, 10/01/2013 - 15:59
As 2013 begins, everything's up for grabs in the alternative fund world. With relocation a hot topic, which jurisdictions are luring fund managers and service providers?
