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Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

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Introduction to Wealth Management

  • Banking and Financial Markets, Fund Management, Retail Banking, Trading and Technical Analysis
  • Duration: One day
  • Information

    An introduction to Wealth Management and Private Banking


    Session 1

    Introduction and Overview of the Market Place

    • Wealth Management in context – Trends across the Industry

    • Who are the major players and can they differentiate themselves?

    • Where is the revenue growth to come from?

    • Case Study – How do Private Banks measure their success?

    Session 2

    Who exactly is a High Net-Worth Client?

    • How does one define ‘High Net Worth’?

    • Client Segmentation – by Wealth or by Profession?

    • New Money VS Old money - Private Client Requirements and Expectations

    • Family Offices – combining the roles of Accountant, Lawyer, Tax Advisor, Trustee

    • Case Study – How do clients choose a Bank and why leave?

    Session 3

    Wealth Management Products and Services

    • Perceived Principal shifts in the importance of the suite of Products and Services

    • Discretionary VS Advisory Financial Management

    • The importance of the Client Relationship Officer

    • Case Study – What are the differentiator Products now and in the future?

    Session 4

    Portfolio Construction for Private Clients in practice

    • Asset Allocation for Private Clients, Managing Client Expectations

    • Changing Client Requirements

    • Client Profiles and Model Portfolios

    • Case Study: Client Profiling (The Banc America Model)

    • The role of Alternative Investments in Private Client Portfolios

    Course Close

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    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

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