Wealth and Portfolio Management
25-27 Oct 2010 London
This programme as well as other wealth management courses are available on in-company basis at the moment. If you have a group of 3 or more we will be happy to customise it and deliver in your office in any location worldwide. Contact us to discuss your requirements.
An Intensive 3 day Course for Private Bankers, Wealth and Asset Managers exploring:
This practical 3 day course run by a former private banker will give you an in-depth overview of the current wealth management trends as well as cutting edge strategies for portfolio management.
In London you can book separately for 1 day Wealth Management Today and 2 days Portfolio Management - see Pricing and Location section for details.
What Will You Learn
By the end of this training you will:
Main Topics Covered During This Training
Who Should Attend
From Private Banks, Wealth Management Companies, Family Offices, Asset Management and Corporate Banks as well as Consultancies and Lawyers : MDs, Heads of Departments and Managers and Team Members from:
Wealth and Portfolio Management - A 3 Day Programme
DAY 1: Wealth Management Today
- Wealth Management in context
- How big is the market? Who are the major players? Does size help?
- Where is the revenue growth to come from? What are the implications of this?
- Onshore vs offshore – where are the most popular locations? The pressure is on
Case Study: How do Wealth Managers measure their success?
Who exactly is a Wealth Management Client?
- How does one define ‘High Net Worth’?
- Client segmentation; inter-generational wealth transfer
- How many providers might a client use?
- The importance of the client relationship manager – staff retention
- How to measure client satisfaction? Which Wealth Manager came top in 2008?
- How do you differentiate your bank from the competition?
- How have the banks invested their clients’ wealth? The APCIMS benchmarks
- Changing asset allocation strategies in the credit crunch
- Family Office – combining the roles of accountant, lawyer, banker
- Ideas for complementary services – Art advisory, philanthropy
- How have the banks invested their clients’ wealth?
- Changing asset allocation strategies in today’s markets
- Which are the right products in today’s markets?
- Managing client expectations, changing client requirements
- Client profiles and model portfolios
- Efficient markets – Are they? Do we live in a ‘normal’ world?
- Are investors retional? Behavioural finance and its impact on current thinking
- The capital asset pricing model and efficient frontiers
- Betas and the search for Alpha
- What is the correct equity risk premium now? Can history be a guide
- Factors to consider when managing bond portfolios
- The search for income – From sovereign to corporate
- Maturity, duration; yield curve and spread trading
- From investment grade to high yield – Rising stars and fallen angels
- Thematic vs geographical selection criteria
- Growth vs value investing – how do the numbers work?
- Can active management add value? The growth of index tracking
- Exchange Traded Funds – Active passive?
- Which products do Portfolio Managers mainly use & why?
- For hedging or speculation; Exchange tradable vs Over-the-Counter instruments
- Index futures – Hedging a portfolio, margin requirements
- Equity index swaps for equity fund managers
- Using options to protect portfolio positions
- Volatility – Statistical probability and dispersion of returns
- Fat tails in finance & black swans explained
- Case Study: Volatility in practice across the Mutual Fund universe
- Sharpe ratios – Risk adjusted performance measurement
- Portfolio optimisation and rebalancing (Excel demonstration)
- Value at Risk
- Investor attitudes to private equity as an investment proposition
- The range of investable opportunities within private equity
- Foreign exchange as an asset class vs currency overlay strategies
- Commodities as an asset class – comparisons with traditional investments
- What are they exactly? How do they differ from conventional funds?
- How many are there? How big are they? What do they cost?
- Relationships with investment banks - Prime brokerage
- Counterparty relationships: Prime brokerage and fund administration
- Lessons from 2008 - Counterparty risk
- Manager tactics – Leverage & shorting explained
- The non-correlated asset class? So what happened in 2008?
- Efficient frontiers revisited for the long term investor
- Due diligence process
- Survivorship bias, drawdown
- Transparency issues
- Benchmark risks for investors
Paul started his career in 1983 at Royal Insurance in the long-term equity portfolio team. In 1990 he joined Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.
In 1994 he moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country.
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