The 24th Private Banking Seminar

5 days 23-27 Jul 2018, London UK £4,995.00 + VAT* Download brochure Add to basket
5 days 10-14 Dec 2018, London UK £4,995.00 + VAT* Download brochure Add to basket

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Private banking is a notoriously fast-paced environment to the extent its paradigm totally changed over the past ten years. And now it is facing a new disruption: the digitalisation. It is therefore essential to remain on top of the most current changes taking place within the industry and to be able to face the new ones. This course is a platform to exchange experiences and best practices from some of the main private banking players in the world, facilitated by private banking experts and leading  practitioners. Their knowledge of the market, industry and players is unrivalled, and together they combine their experience to provide you with a broad and in-depth five day programme; covering topics including business models, digital tools, asset allocation, wealth planning, alternative investments, team leadership and business development

Take advantage of:

  • The best practices within private banking including asset allocation and estate planning
  • Key management skills that enable you to profitably run a private banking business
  • Exclusive learnings and experiences from an industry-leading Swiss private banker
  • A unique opportunity to network with your peers from around the world
  • The most current and relevant methodology and issues affecting you

Who should attend:

  • Private Bankers
  • Wealth Managers
  • Relationship Managers
  • Family Office Managers
  • Investment Managers
  • Trust Managers
  • Department Heads



We work with a series of expert instructors, please select the course location of interest to review the credentials of who will be delivering the programme.

Francois Aubert

Francois E. Aubert’s consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background.

After having spent the first years of his career in International Finance (and created his own consulting firm), Francois joined Credit Suisse where he was successively responsible for short-term investments, bond trading and equity sales. He then worked for Elvia Vie, a leading life insurance company (where he was trained to life insurance products), before joining Arab Bank as the assistant to the Geneva General Manager. Having acquired the fundamentals of Private Banking and completed his Certified Financial Analyst education, he was promoted to Relationship Manager, in charge of the Near-East Private Banking clients. In 1998, Bank Leu, Geneva, hired Francois to set-up a Near-East department. The break-even point was reached after one year. He then joined BNP Paribas as Director in 2000, a bank strongly committed to the Middle East. He was able to expand the bank’s customer base in a complex global and regional political environment.

2002 marked the beginning of Francois' new business life. While continuing to serve private clients and families as an independent advisor, he became again a management consultant to multinational companies as well as to banks and wealth management firms for various projects while becoming a recognised client relationship management expert.
Training assignments began over 20 years ago and became more important after 2002. Today Francois is a seasoned certified trainer active in about 40 countries (over 1000 days delivered). He is a lecturer at Trinity College Dublin in charge of the Master in Finance core course “Credit and Fixed Income Investments” and at Geneva University. His fields of intervention cover furthermore Finance, Investments (all asset classes), Banking and Wealth Planning as well as soft skills such as Leadership, Team Building and Management, Client Relationship Management, Negotiation and Selling Skills.

Francois also regularly speaks in front of various audiences and on television. He is as well a CFA Institute Approved Speaker and a member of SpeakerHub.

He is as well an Assessor for the Client Advisor Certifications, a regulatory exam soon to be compulsory for all Swiss Bankers managing clients.

Francois is a long time volunteer for several organisations including the CFA Institute, he served as Board member of the Swiss CFA Society and various committees such as the CFA Institute Professional Development Committee.
He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK and EFFAS), CAIA charter-holder, TEP (Registered Trust and Estate Practitioner), Certified Trainer (Swiss Federal Diploma), Certified Business Coach, NLP and Belbin Certified Practitioner. This is completed by various certificates notably in Digital Transformation (IMD), Islamic Finance (CISI), Project Management and Life Insurance management.
Francois is Swiss and works in both English and French. He is ready, upon request, to travel around the world.


Emma-Jane Weider
Emma-Jane Weider is a founding Partner at boutique private wealth law firm Maurice Turnor Gardner. She specialises in advising wealthy families, trust companies and banks in connection with tax, estate planning and philanthropy matters.

She has a broad private wealth practice and a diverse portfolio of clients from the UK and the rest of the world, each of whom look to her for sensible and pragmatic advice on all of the issues which affect wealthy individuals and trustees (and those who transact with them). Emma-Jane’s extensive experience of advising on immigration matters and trusts in a commercial context complement her main area of practice.

She is also a key member of the firm’s charity and philanthropy team and has a special interest in tax-efficient cross-border giving and the issues which are relevant to counter-parties in transactions with charities.

Emma-Jane Weider is a member of the Society of Trust and Estate Practitioners (STEP), the Addington Society, the Charity Law Association and the European Association for Philanthropy and Giving. She is highly rated in Chambers and Chambers HNW guides as well as Legal 500 for her Private Client and Charities expertise.



Central London Hotel Venue

All courses are held at four or five star venues in Central London, Zone 1. We strive to provide you with a training environment of the highest quality, to ensure that the whole learning experience exceeds your expectations.

Your training venue will be confirmed by one of our course administrators approximately 3-4 weeks before the course start date. If you need help booking accommodation for your visit to our training courses, please contact and one of our partners will help you get the best rate possible.

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Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.



Day 1: The Private Banking World Today

Introduction and Welcome
The Private Banking World Today

  • State of the industry
  • New regulations, such as AEOI, Fatca, ...
  • The role of credit in Private Banking
  • The impact of digitalisation

Discussion: Where does the industry go?

The Business Model

  • Costs and revenues
  • The Formula
  • Client relationship
  • Cross selling
  • KPIs

Understanding the client's expectations

  • Individual clients and families
  • Know Your Customer
  • Additional information
  • Group Work: The perfect client profiling

Private Client Needs Analysis

  • Daily needs
  • Business current and future needs (succession)
  • Retirement planning
  • Life-long investing
  • Case Study: A prospective client analysis

Risk and Return

  • The trade-off
  • Risk aversion
  • Types of return
  • Managing the client's expectations
  • Case Study: Clients’ risk aversion analysis

Day 2: Asset Allocation for Private Clients

The Process of Asset Allocation

  • What is asset allocation?
  • Investment Policy Statement
  • What to put in a portfolio pricing
  • Decisions and basis point assumptions
  • Review of the various investment vehicles

The Diversification Effect

  • Portfolio risk and return
  • Specific vs. systemic risk
  • The efficient frontier
  • Rewarding the risk: Sharpe ratio

The Investment World

  • Top-down approach
  • Economical cycles
  • Emerging markets
  • Foreign exchanges

The Investment Process

  • Specifying objectives
  • Specifying constraints
  • Formulating a policy
  • Monitoring and updating the portfolio

Active vs. passive portfolio management

  • Active vs. passive portfolio management
  • Core Satellite and other approaches
  • Benchmarking issues
  • Market timing
  • Sectors rotating
  • Asset allocation vs. security selection

Formulating the Offer

  • Meeting the client needs
  • Dealing with investment restrictions
  • Abiding to local regulations
  • Pricing issues
  • Case study covering the whole day 


Day 3: Estate Planning Needs and Tools

Estate Planning in a global context

  • Wealth analysis
  • Geographical and legal constraints
  • Wealth transmission
  • Tax optimisation
  • Retirement planning
  • Constraints management


  • Description of the structure
  • Main uses
  • Jurisdictions
  • Legal issues
  • Documents

Family Foundations

  • Description of the structure
  • Jurisdictions
  • Legal issues
  • Documents

Other Tools

  • The will
  • Offshore companies
  • Local instruments for local purposes

Non-Financial Assets

  • Real estate
  • Leisure assets (yachts, planes, cars...)
  • Art collections
  • Other assets

The Offering

  • What is the best mix?
  • The domicile of the client
  • Possible conflicts of laws
  • Tax issues
  • Ethical considerations
  • The pricing
  • Case study covering the whole day

Cultural Differences

  • Regional differences
  • The religion element
  • Ethical considerations
  • Do’s and don’ts
  • Video Examples


Day 4: Private Wealth Management Products

The full offering

  • Additional services to be delivered
  • In-house or sub-contracted
  • Client segmentation
  • Regulatory aspects
  • Exercise: what are you offering?

Alternative Investments

  • Commodities
  • Real Asset and real estate
  • Structure Products
  • Case studies

Private Equity

  • Market today
  • Venture Capital
  • LBO's
  • Mezzanine
  • PE funds
  • Case study: A PE fund

Hedge funds

  • Market today
  • Characteristics
  • Main strategies
  • How to invest
  • Case study: A current product


  • The importance of the network
  • Establishing the first contact
  • Dealing with gatekeepers
  • Exercise: The elevator pitch

Managing and Retaining the Client

  • Managing the client’s expectations
  • Setting up the frame
  • Dealing with the shortfalls
  • How to deliver bad news 


Day 5: Business development: Private Banking in a new area

Initial analysis

  • Opportunity analysis
  • Strategic implications for the bank
  • Competition analysis
  • Legal and regulatory constraints
  • Offshore vs. Onshore

Resource gathering

  • Existing resources or hiring
  • Skills-gap analysis
  • Evaluating the candidates
  • Evaluating the business development potential
  • Exercise: The ideal job description

Managing the Private Banking Team

  • Objectives
  • Incentives
  • The first 18 months
  • The shortfalls and the successes
  • Exercise: The ideal incentive plan

The Business Plan

  • Key elements
  • Costs and revenues
  • What are the limits of business planning?
  • The human bias

The Decision

  • SWOT
  • Brand management
  • Other factors

The action plan

  • Future pacing
  • Implementing the learnings into reality
  • Establishing personal targets


Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product