Wealth Management Today

This programme is only available on in-company basis. Please, contact us for more information

Course Description

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`. 

You may be interested in our 2 day public Managing Family Office & Wealth programme in London.

This hands on workshop for Private Bankers, Wealth and Asset Managers, Family Offices and Advisors analyses current market conditions for wealth management and private banking industry while giving an excellent opportunity for discussing main challenges with your peers.

  • The latest trends in the wealth management sector
  • Wealth products and services
  • Client retention strategies
  • Portfolio creation for private clients
  • The role of family offices
  • Offshore vs. onshore banking
  • Inter-generation wealth transfer
  • Philanthropy

What Will You Learn

This short workshop will give an overview of the wealth management sector today its mechanisms and main players.

Main Topics Covered During This Training

  • Wealth management today - how big is the market?
  • Onshore vs. offshore banking
  • 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?
  • Changing processes of the asset management
  • Portfolio construction for private clients in practice
  • The role of family office
  • Art advisory and philanthropy

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

In-Company, call us for more information

Session 1 

Introduction and Overview of the Market Place
  •  Wealth Management in context – Britain’s wealthiest households
  • 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?

Networking Coffee
Session 2 
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?
Case Study: How do clients choose a bank and why might they leave?
Session 3 
Wealth Management Products and Services
  •  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
Case Study: The ideal professional service provider
Coffee Break
Portfolio construction for private clients in practice
  • 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
Case Study: Private client profiling in practice
17.00 End of the Workshop

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.

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, HSBC, Renaissance Capital, ABN Amro Private Bank, Hoare & Co and more. 

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