Training Course:Wealth ManagementSchool/Trainer:7city Learning
London, United Kingdom
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' Overview of the Market Place
Retail private banks, the Swiss model and investment bank arms
Specialists and total wealth managers
Onshore and offshore - Trusts and family offices
Mass affluent, HNWI and UHNWI
The Investment Management Process
Overview of the Maggin and Tuttle model
Investor objectives, psychographics, lifecycle analysis
Investment policies and strategies
Capital market expectations and external factor analysis (PEST)
Portfolio Management - Risk and Return
Risk analysis - inflation, exchange rate, systematic - unsystematic standard deviation, semi variance, drawdown
Measurement of return - total, geometric and arithmetic mean, historical vs expected
Portfolio Management - Equities, Bonds and Property
Portfolio theory, beta and alpha
Principles of managing an equity portfolio
Principles of managing bond and property portfolios
Building and Managing a Portfolio
Building the portfolio and executing the instructions
Monitoring and rebalancing
Performance evaluation
The Use of Alternative Investment Solutions
Hedge Funds, UCITS III
Private equity
Core - Satellite Investment
Constant proportion portfolio insurance
The Service Offerings
Hybrids and the specialist offerings
Execution - the execution only - ’service’ offering
Discretionary - the parameters and constraints contrasted with the liberties taken
Advisory - active advisory and not so active advisory
Tax Trusts and Regulations
Income, capital gains and inheritance tax
Tax planning
What to avoid and what not to evade
The FSA, the EU, the US and offshore regimes compared and contrasted
Contemporary Issues
The changing client - demographics, investor awareness
Intergenerational wealth management
Behavioural finance
The changing investment market
...''
Please go to the school's official website for training price and schedule:
http://www.7city.com/
Phone:+44(0)20 7496 8600
School Address:
4 Chiswell Street
London
EC1Y 4UP
UK
Jobs & Resumes: London
Houses & Roommates: London
Other training courses offered by 7city Learning:
Equity Markets
Energy Futures Workshop
Exotic Equity Derivatives, Pricing and Hedging
Credit Derivatives
Equity Derivatives
Swaps
Financial Modelling
Mathematics for Quantitative Finance
Hedge Funds
Investment Management
Private Client Tax
Real Estate Finance
Real Estate Investment
Real Estate Securities
Treasury Products
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