This highly practical programme for private bankers and wealth managers is designed to equip you with the skill set and the best strategies for creating competitive offering for private clients.
Over 2 days spent with a former senior private banker with over 20 years of international experience, you will have a chance to explore the latest market trends, best products and services as well as estate and succession planning strategies.
You will also learn about the investment management process, asset allocation & portfolio construction principles as well as enhancing your personal impact skills from persuasion to communication and objection handling to increase client's retention and growth strategies.
You will gain the tools to build the strategy and business plan to competitively position your business and gain practical skills needed to deliver excellent results for your organisation and clients.
Main Topics Covered:
The latest trends in private banking and wealth management
Products and services offered
Building the wealth management strategy and business plan
Business models and forms of collaboration
The investment management process, asset allocation & portfolio
Identifying, exploring and understanding client needs
The trusted advisor model
Managing clients' experience
Client's profiling and segmentation
Personal impact skills including communication and influencing
Relationship management and client retention strategies
Register now and take advantage of our Early Bird offer!
Mon, 29/06/2015 - 12:48
Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review. ... »
Tue, 16/06/2015 - 09:57
Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »
Fri, 05/06/2015 - 12:06
The North American private debt industry has seen substantial growth in assets over the last decade. This extract from the Preqin Special Report: Private Debt in North America looks at the current state of private debt fundraising and funds currently in market. ... »
Wed, 27/05/2015 - 11:00
State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »
Tue, 19/05/2015 - 11:00
This keynote Hedgeweek Special Report surveys the key technology products and software solutions available to hedge funds,, and drills down into each one through interviews and analysis to summarise their benefits to COOs, CTOs and CFOs at hedge funds... »
Tue, 30 Jun 2015 00:00:00 GMTInstutional Equity Sales
Tue, 30 Jun 2015 00:00:00 GMTTrade Finance Officer - London
Tue, 30 Jun 2015 00:00:00 GMT