- Financial Reporting
- Management Accounting & Planning
- Performance Management
- Financial Management
- Taxation
- Law
- Investments & Markets
- Asset & Wealth Management
- - Advanced Asset Management
- - Private Banking and Wealth Management
- Equity Analysis & Valuation
- Bonds, Money Markets and Treasury
- Derivatives
- Regulation, Compliance and Risk
banking and wealth management courses
Private Banking & Wealth ManagementHigh net worth individuals are an important client base to an organisation. We can address the following key areas to enable you to manage and look after those relationships effectively:
• Trends and developments in the global private banking market
• Client characteristics
• Products and services
• Taxation issues
• The role of independent financial advisers and tied agents
• Money Laundering implications
• Client Relationship Management