An Interactive 5-Day Training Course

Private Banking and Wealth Management

How to Acquire, Protect and Preserve Wealth

08 - 12 Jun 2026
Dubai
| $5950
07 - 11 Sep 2026
Dubai
| $5950
07 - 11 Sep 2026
Online
| $3950

Introduction

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.

This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

This GLOMACS training course will highlight:

Key Learning Outcomes

At the end of this training course, you will learn to:

Training Methodology

Participants in this training course will receive thorough training on the subjects covered by the course outline with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. training methodology includes case studies, role play, and group discussions analysing and evaluating the key issues facing private banking and wealth management today.

The Private Banking & Wealth Management training course is highly participatory ensuring that delegates leave with new skills to benefit their personal and organizational development.

Private Banking and Wealth Management

Who Should Attend?

The organisation will benefit greatly from their employees participation:

  • Successfully build an integrated financial team
  • Gain new financial/investment skills in line with the latest international practices which will help to make more informed and hence better investment decisions
  • Increase knowledge of the latest policies and procedures which can be shared amongst other departments of the company
  • Facilitate the continuous and radical redesign of business processes to international standards
  • Ensure the finance culture permeates throughout the entire organization

Learning Journey Breakdown

  • Private Banking and Wealth Management Compared
  • The Roles & Scope of Private Banking & Wealth Management
  • The Private Banking and Wealth Management Market
  • Establishing & Maintaining Client Relationships
  • Maximising Return for both Client and Bank
  • Minimising Risk for both Client and Bank
  • Major Investment Decisions/Determining your Investment Objectives
    • Liquidity
    • Income
    • Growth
    • Risk Reduction
  • Preparation of a Client Profile
  • An Introduction to the Major Classes of Investments & their Characteristics:
    • Physical Assets: Property, Gold, Currency etc
    • Financial Assets: Shares, Bonds, Collective Investments & Derivatives
  • Financial Institutions, Financial Advisors & Financial Analysts
  • Markets, Market Efficiency and Market Volatility
  • The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors
  • Risk v Return – the Risk-Return Trade-Off
  • Measuring Risk – Beta, Standard Deviation, Market Volatility
  • Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
  • Protecting against Exchange Rate Risk in relation to:
    • Transactions and Translation of Assets
  • Investment Strategies in Bull & Bear Markets
  • Life Assurance & Assurance Related Investments
  • Financial Analysis
    • Fundamental Analysis
    • Technical Analysis
  • Financial Statements Analysis to identify investments
  • Investment Ratio Analysis
    • EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
  • The Capital Asset Pricing Model (CAPM)
    • Estimating the Return required for the Risk taken
  • Enron – a warning to any investor
  • Evaluating Portfolio Performance
    • Jensen
    • Traynor
    • Sharpe
  • Retirement Planning - Pensions & Annuities
  • The Risks of Distributing Wealth
  • Life Expectancy & Wills
  • Estate Planning
  • Tax Planning & Inheritance Tax (where applicable)
  • Trusts

Ready to Take the Next Step?

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