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This unique programme will equip you with the knowledge and skills critical for success in the modern wealth management world.

Main Topics Covered During This Training

This unique programme will equip you with the knowledge and skills critical for success in the modern wealth management world.

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 and 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
• Using derivatives in the portfolio management
Who should attend:
• Private Bankers and Wealth Managers
• Family Office Managers
• Portfolio and Asset Managers
• Consultants and Financial Planners

Call us now to reserve your seat + 44 207 193 5035 or send e-mail to enquiry@eurekafinancial.com

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