Strategic Communication for Organizational Success
02/11/2024Global Finance and Advanced Trading Strategies
02/11/2024Advanced Private Banking and Wealth Management
£4,000.00
Overview:
This advanced training program equips professionals with critical skills for managing high-net-worth clients' wealth amidst evolving industry trends. Through practical case studies and interactive sessions, participants will gain expertise in digital wealth management, ESG investing, personalized client strategies, and compliance.
Program Objectives:
By the end of the course, participants will be able to:
- Design diversified, sustainable investment portfolios that align with client goals while mitigating risk.
- Analyze market trends and regulatory updates to adapt strategies accordingly.
- Apply ESG and digital risk management principles to enhance portfolio offerings.
- Implement estate and wealth succession planning that considers modern assets and compliance.
- Leverage hybrid service models for superior client engagement and personalized financial solutions.
Target Audience:
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Wealth managers, private bankers, financial advisors, investment professionals, and high-net-worth individuals.
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Program Outline:
Day 1: Foundations of Private Banking & Wealth Management
- Differentiating private banking from wealth management.
- Introduction to digital transformation in wealth management.
- Personalizing client interactions through hybrid models.
- Building long-term client trust through service and proactive risk management.
Day 2: ESG and Sustainable Investment Planning
- Defining ESG objectives and aligning them with client values.
- Evaluating sustainable asset classes and their performance.
- Regulatory considerations for ESG investments.
- Case studies in ESG-driven portfolios and their impact on wealth management.
Day 3: Advanced Investment Analysis and Digital Risk Management
- Applying fundamental and technical analysis for informed investment decisions.
- Understanding and managing digital risk in wealth management.
- Evaluating AI-driven tools and robo-advisory models.
- Portfolio performance evaluation with updated metrics and techniques.
Day 4: Wealth Protection and Risk Mitigation Strategies
- Managing market volatility and exchange rate risks.
- Techniques for hedging and diversification.
- Life assurance and alternative investments for wealth protection.
- Adapting strategies for bull and bear markets, including digital assets.
Day 5: Estate Planning, Wealth Succession, and Compliance
- Crafting tax-efficient estate and retirement plans with modern assets.
- Exploring digital assets in wealth succession.
- Compliance with AML and data protection standards.
- Developing a holistic wealth succession plan integrating trusts and inheritance strategies.