Private Banking Courses

Successful private banking requires a strong grounding in wealth planning, fund management, tax and legal matters. Our wealth management courses provide private bankers with a sound knowledge of Family Office functions both for single (SFs) and multiple families (MFOs), and the key skills relating to the management of insurances, tax and accounting services, trust funds, retirement planning, and philanthropy. Learn how to analyse and monitor investment performance to identify managers that can capture alpha and smart beta, and to identify opportunities to minimise management costs.

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We also provide training in investment management for HNWI’s: Learn to use modern portfolio theory to create portfolios that match the risk, return and income requirements of the HNW client. Train to use structured notes and securities within an asset allocation strategy, to manage risks and portfolio rebalancing and to use specialist benchmark indices to monitor external manager performance.