Wealth Management | Portfolio Management | Portfolio Simulation economy rebound

Wealth Management and Private Banking are the most profitable sectors of any Retail or Investment Bank. Providing these ultra-high-net-worth-individual (UHNWI) clients with superior sales and service is critical to any institution’s market success. Because UHNWI clients have very different lives from most Relationship Managers, Relationship Managers must know how to act appropriately with UHNWI clients.

Our programs are designed for delegates with knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.

Our training course objectives are to review developments and best practices within the industry focusing on asset allocation, portfolio construction, style management strategies, performance measurement and popular thematic trends.

These wealth training programs will be of value to professionals in the following areas:

  • Private Bankers & Wealth Managers
  • Portfolio and Asset Managers
  • Financial Advisers
  • Heads of Investment
  • Investment Analysts and Advisers
  • Pension Fund Managers and Trustees
  • Accountants and Finance Managers
  • Regulators and Auditors
  • Compliance Officers

Our wealth management and portfolio construction training programs take advantage of our new Capital Portfolio Management Simulator (CapitalPMS). This custom portfolio simulation allows for us to recreate the situations wherein delegates are able to experience the situations that impact various wealth and portfolio construction decisions.