Sign up for free newsletter

 

Private Banking and Wealth Management

Training : Private Banking and Wealth Management

Tue, 01/04/2014   for 2 Days
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 2 Days
Apply now Visit site

This highly practical programme for private bankers and wealth managers is designed to equip you with the skill set and the best strategies for creating competitive offering for private clients.
 
Over 2 days spent with a former senior private banker with over 20 years of international experience, you will have a chance to explore the latest market trends, best products and services as well as estate and succession planning strategies.
 
You will also learn about the investment management process, asset allocation & portfolio construction principles as well as enhancing your personal impact skills from persuasion to communication and objection handling to increase client's retention and growth strategies.
 
You will gain the tools to build the strategy and business plan to competitively position your business and gain practical skills needed to deliver excellent results for your organisation and clients.
 
Main Topics Covered:
       
The latest trends in private banking and wealth management 
Products and services offered 
Building the wealth management strategy and business plan
Business models and forms of collaboration
The investment management process, asset allocation & portfolio
Identifying, exploring and understanding client needs
The trusted advisor model
Managing clients' experience
Client's profiling and segmentation
Personal impact skills including communication and influencing
Relationship management and client retention strategies

Register now and take advantage of our Early Bird offer!


features
Article

Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before. ... »

Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

latestjobs
Tier 1 US Bank - Emerging Markets Trader

Tue, 31 Mar 2015 00:00:00 GMT

Web Developer

Tue, 31 Mar 2015 00:00:00 GMT

Senior Sales – Leading Global Macro Policy Intelligence Provider – New York

Tue, 31 Mar 2015 00:00:00 GMT

events
4 days 11 hours from now - New Jersey
1 week 1 day from now - Zurich
1 week 4 days from now - New York
1 week 4 days from now - San Francisco
specialreports