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!
Fri, 19/12/2014 - 10:24
With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »
Fri, 19/12/2014 - 09:11
Voting for the 6th edition of the Hedgeweek Global Awards is now open. The Awards will be presented at a lunch ceremony to be held in London. ... »
Tue, 09/12/2014 - 09:58
Read how managed accounts platforms are now catering to a wide spectrum of investor needs, from straightforward commingled funds to sophisticated infrastructure solutions for the largest institutional investors. And the rise of liquid alternatives means that onshore funds - UCITS, AIFs and '40 Act funds - are becoming just as popular as offshore funds... »
Thu, 11/12/2014 - 11:31
Global assets under management* of the private real estate industry have reached USD742bn, an all-time high for the industry, and up from USD697bn as of the end of 2013. Preqin’s Andrew Moylan takes a look at the latest stats on the industry. ... »
Fri, 28/11/2014 - 12:01
In this report S&P Capital IQ examines how credit events can impact on the price of equities. The results are compelling. The report looks at the relationship between credit indicators and equity back-tested returns. ... »