Fundamentals of Private Banking and Wealth Management

Fundamentals of Private Banking and Wealth Management

This course will enable you to understand fundamentals of global private banking and wealth management and enrich your knowledge about various related products and services. The course is focused on the needs of professionals wishing to acquire knowledge of private banking and wealth management in order to enable them to provide technological solutions to banking Industry.

Delivery mode: Classroom/virtual classroom/online

Duration: Two full days

Course level: Foundation level

What will you learn?

When you complete this course, you will have understanding of :

  • What is Private Banking?
  • What is Wealth Management?
  • What are Wealth Management Services?
  • Wealth Management – Techniques of Investing (Financial market, Real Estate etc.)
  • Wealth Management – Use of IT Systems in Wealth Management
  • Wealth Management – Technology Market  (Build or Buy)
  • Current trends in WM Industry and The Future

Course content:

  • Private Banking and Wealth Management –an Overview
  • Wealth Management Services
    1. Investment and Investment Advisory Services
      • Discretionary
      • Advisory
    2. Access to
      • Hedge Funds
      • Private Equity
      • REITs
    3. Independent Asset Management Solutions
    4. Family offices
    5. Estate and Succession Planning
    6. Trust and Fiduciary Services
    7. Private Banking (Credit and Deposit Services)
    8. Financial and Tax Planning
    9. Insurance Services
    10. Brokerage Services
    11. Employee Benefit Services
  • Portfolio performance measurement and evaluation
  • Fees, commission and income from private banking/wealth management
  • Wealth Management – Client Acquisition & Relationship Management
  • Client segmentation and client value management
  • Wealth Management – Techniques of Investing (Financial market, Real Estate etc.)
  • Wealth Management – Use of IT Systems in Wealth Management
  • Wealth Management – Technology Market  (Build or Buy)
  • Current trends in WM Industry and The Future
  • Common Terminology Used in Wealth Management
  • Regulatory & Tax Issues

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