Introduction to Wealth Management and Private Banking

• Overview of the wealth management and private banking sector

• Key services offered to high-net-worth individuals (HNWIs)

• Practical case: Develop a private banking service offering for an HNWI

Investment Strategies for High-Net-Worth Clients

• Asset allocation, portfolio management, and diversification

• Tailoring investment strategies to client risk tolerance and goals

• Practical case: Build an investment portfolio for a high-net-worth client

Financial Planning and Wealth Preservation

• Developing long-term financial plans for wealth preservation and growth

• Succession planning and estate planning for HNWIs

• Practical case: Propose a wealth preservation strategy for a family office

Taxation and Regulatory Compliance

• Tax planning for high-net-worth individuals, including international tax considerations

• Compliance with private banking regulations and reporting requirements

• Practical case: Develop a tax-efficient investment plan for an international client

Risk Management in Wealth Management

• Managing investment risks, credit risks, and operational risks for private clients

• Practical case: Conduct a risk assessment for a client’s investment portfolio

Private Banking Relationship Management

• Building and maintaining strong relationships with HNWIs

• Personalized financial advisory services and client engagement

• Practical case: Design a client relationship management strategy for a private bank

Alternative Investments and Wealth Diversification

• Incorporating alternative investments (real estate, private equity, hedge funds) into portfolios

• Practical case: Propose an alternative investment strategy for a private client

Ethical Considerations in Private Banking

• Ethical issues and conflicts of interest in private banking

• Practical case: Develop an ethical investment strategy for a wealth management firm

Technology and Digital Transformation in Wealth Management

• Leveraging fintech solutions for wealth management and client engagement

• Practical case: Implement a digital wealth management platform for a private bank

Global Trends in Wealth Management