An Intensive 3 day Course for Private Bankers, Wealth and Asset Managers exploring:

• The latest market trends for Wealth Management
• Methods for enhancing client satisfaction and retention
• The most efficient investment strategies in current market
• Portfolio construction in practice
• How to differentiate your services from competition
• Investing in traditional and alternative asset classes

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. 

Description

 This practical course will give you a profound knowledge of wealth management strategies and covers all aspects of cutting edge strategies for private banking.

The training starts with an in-depth analysis of current market trends as well as challenges and opportunities for the sector. It later moves on to practical aspects of wealth management: from client segmentation to portfolio construction and client relationship management, you will have a chance to explore the latest techniques which will help you stay ahead of the competition and gain new contracts. We will be examining traditional and alternative investment instruments and their role in the investment portfolio.

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

What Will You Learn By The End Of This Training

 By the end of this training you will:

• Be up-to-date with the latest wealth management trends
• Learn how to differentiate your services from the competition and recognise your client needs
• Be able to choose the best investment strategies to meet your client requirements
• Assess risk and return for different investment instruments
• Explore the latest trends in hedge funds, private equity, commodities and other alternative instruments

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:

• Portfolio Management
• Client Relationship Managers
• Asset Managers
• Consultants
• Heads of Family Services
• Heads of Wealth Management
• Head of Business Developments
• Financial Planners

Teaching Method

The course is taught with hands-on, practical exercises forming the framework for the case study model. All the theory will be explained though recent financial examples and put into current market context to help you apply it in your daily business.

You will also benefit from a comprehensive course material.

In order to help us establish your individual and business concerns, you will be asked to fill a pre-course questionnaire.

The number of seats is strictly limited and we advise to reserve your please earlier in order to aviod disappointment.

 Introduction and Overview of the Market Place

 

 

Case Study: How do clients choose a bank and why might they leave?

 

 

Wealth Management Products and Services 

 

Case Study: The ideal professional service provider

 

• 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

•  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?

•  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

In 1996 Paul joined Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base. By this time that he had also developed training material covering most aspects of Portfolio Management & the behaviour of institutional investors for delivery (as a freelance consultant) to a wide range of audiences in the UK & abroad. This was subsequently extended to incorporate the Private Client Asset Management area. 

 

Paul had a spell with an international high-risk security company analysing the operations of quoted oil & mining corporates worldwide. In 2000 Paul moved into full time training with main course providers, specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds. 

Clients trained include Citigroup, Man Investments, Axa Investment Managers, Barclays Global Investors, Brevan Howard, HSBC, Renaissance Capital, ABN Amro Private Bank, Hoare & Co.