Investment Management for Private Clients

Kaplan Financial
Birmingham, Bristol, Glasgow, Leeds, Liverpool, London, Manchester, Newcastle, Southampton, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This course is designed to give a comprehensive overview of the private client/wealth management industry. Delegates will learn about the key segments within the HNWI market place. Delegates will be introduced to the main service providers in the HNWI market place and understand the different services they are offering.

We will give the group a thorough introduction to the investment management process. This will focus upon the risk and required return objectives of the investor and include an assessment of the likely constraints that the private client manager will need to consider.

The course will discuss the features of the traditional and alternative asset classes, focusing on risk and return characteristics especially in a portfolio context. We will explain the different service levels that are offered in the market namely discretionary, advisory and execution only approaches to meeting client objectives.

A full explanation of portfolio construction will be included and we will explore how performance measurement and reporting methods are applied in the private equity market. Delegates will be made aware of the importance of the tax environment and tax and trust planning. We will consider the regulatory environment in the UK, the EU and major offshore centres.
...''

Phone:+44 (0)845 076 0678

School Address:

6th Floor
St. James Building
79/89 Oxford Street
Manchester M1 6FQ
UK

Jobs & Resumes: Birmingham, Bristol, Glasgow, Leeds, Liverpool, London, Manchester, Newcastle, Southampton
Houses & Roommates: Birmingham, Bristol, Glasgow, Leeds, Liverpool, London, Manchester, Newcastle, Southampton

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