Wealth Management

Wealth Managers have, understandably, traditionally maintained a low profile when looking after their clients' interests. This interactive programme will offer an insight into the management of this important relationship.

Overview:
Wealth Managers have, understandably, traditionally maintained a low profile when looking after their clients' interests. This interactive programme will offer an insight into the management of this important relationship.

Duration: 1 Day

Key topics covered:
Overview of the Market Place - Managers, Domiciles, Measures of success
Who exactly is a Wealth Management Client?
Client segmentation
Generation Y & inter-generational wealth transfers - Client attrition
The importance of the Client Relationship Manager
Wealth Management Products and Services - Family Office, Art Advisory, differentiating yourself from the competition
Portfolio Construction for Private Clients in practice - Profiling & Model Portfolios

Who will benefit / who should attend?
Junior Client Relationship Managers
Risk & Compliance professionals working in Wealth Management
Regulators responsible for Wealth Managers

Guide Price: 3,500+VAT for a group of up to 20 delegates. Contact us for a bespoke quote

Delivery: In house
Category: Investment Management »

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