By the end of this training you will:
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
Main Topics Covered During This Training
• Wealth management today – how big is the market?
• Client segmentation and inter-generation wealth transfer
• The importance of client relationship management and how to ensure client’s satisfaction
• Wealth products and services – how to differentiate from the competition?
• Onshore vs. offshore banking
• The role of family office
• Art advisory and philanthropy
• Modern Portfolio Theory
• Portfolio construction in practice
• Active and passive investment strategy
• Investing in bonds and equities
• Alternative investments – Private equity, commodities, hedge funds and FX overlay
• Risk management and portfolio optimisation
• Implementing hedge funds in a portfolio
Book now and take advantage of an Early Bird Discount!
Contact us for more details [email protected] or +44 207 193 5035
