Wealth Management Today

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

Session 1 

• 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

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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  Open Public Courses

• Managing Family Office & Wealth 
• Investment Performance Measurement 
• Operational Risk Management 
• FATCA 

In-Company Courses

• Wealth Management - Introductory to Advanced
• Portfolio Management
• Client Relationship Management for Private Bankers
• The Role of a Trusted Advisor
• Introduction to Private Banking Products and Services
• Structured and Credit Products for Private Bankers
• Family Governance
• Tax and Estate Planning for Private Clients
• Trusts - Law and Practice
• International Taxation for the Offshore Banking
• Negotiations and Influencing People
• Presentation Skills
• Understanding Equites
• Understanding Bonds
• Investing in Alternative Assets
• Hedge Funds Strategies

 

If you have a group of 3 or more people, we can customise any of our 100 financial or soft skills programmes and deliver it in any location worldwide. 

All our trainers have at least 20 years of practical experience from their respective sectors and understand well the day-to-day requirements and challenges your employees are tackling. They have great communication skills and bring al lot of enthusiasm to the classroom. 

E-mail us or call on +44 (0) 207 995 8597 to discuss your requirements and we will be happy to prepare the training programme best suited for your organisation.