Private Banking and Wealth Management

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Why Attend

Private banking and wealth management are financial services that cater to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). While there is some overlap between the two, they serve distinct purposes. Private banking focuses on providing personalized and exclusive financial services to affluent clients. The primary objective of private banking is to preserve and grow the wealth of individuals and families.

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.

This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

Event Date: 09/04/2024 – 13/04/2024

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Download 2024 Training Calendar

More Dates

13/08/2024 – 17/08/2024	Price: $ 289.38
19/11/2024 – 23/11/2024	Price: $ 289.38

Overview
Course Outline

This Private Banking training course from McTimothy Associates will highlight:

Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
The major classes of investments & their characteristics
How to protect wealth & reduce risk?
How to evaluate investments and portfolio performance?
How to ensure your wealth can be passed on to your dependents?

Private Banking and Wealth Management

Course outlines

An Overview of Private Banking & Wealth Management

Private Banking and Wealth Management Compared
The Roles & Scope of Private Banking & Wealth Management
The Private Banking and Wealth Management Market
Establishing & Maintaining Client Relationships
Maximising Return for both Client and Bank
Minimising Risk for both Client and Bank

Investment Planning

Major Investment Decisions/Determining your Investment Objectives
- Liquidity
- Income
- Growth
- Risk Reduction
Preparation of a Client Profile
An Introduction to the Major Classes of Investments & their Characteristics:
- Physical Assets: Property, Gold, Currency etc
- Financial Assets: Shares, Bonds, Collective Investments & Derivatives
Financial Institutions, Financial Advisors & Financial Analysts
Markets; Market Efficiency and Market Volatility
The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors

Protecting Wealth & Reducing Risk

Risk v Return – the Risk-Return Trade-Off
Measuring Risk – Beta, Standard Deviation, Market Volatility
Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
Protecting against Exchange Rate Risk in relation to:
- Transactions and Translation of Assets
Investment Strategies in Bull & Bear Markets
Life Assurance & Assurance Related Investments

Evaluating Investments and Portfolio Performance

Financial Analysis
- Fundamental Analysis
- Technical Analysis
Financial Statements Analysis to identify investments
Investment Ratio Analysis
- EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
The Capital Asset Pricing Model (CAPM)
- Estimating the Return required for the Risk taken
Enron – a warning to any investor
Evaluating Portfolio Performance
- Jensen
- Traynor
- Sharpe