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3 Day Wealth Management Workshop

Event : 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 [email protected] or +44 207 193 5035

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