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FINANCIAL MARKET COURSES

Private Wealth Management – An Introduction

This course introduces and defines the concepts of private banking and wealth management. It identifies the general activities of private banking and wealth management businesses, the different types of business and their value proposition, and the various fee structures and revenue models. The course also outlines the evolved history and current trends in the industry.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Distinguish private banking activities from wealth management activities

    Recognize how the private wealth management industry has evolved over the years

    Identify the different types of private client service propositions and the various sources of revenue for private wealth management firms

  • COURSE OUTLINE

    Topic 1: Overview of Private Banking & Wealth Management

    A Perspective on Wealth

    Definition of Private Banking

    o Private Bankers

    Definition of Wealth Management

    o Wealth Managers

    Retail Banking, Premium Banking, & Private Banking

    Qualifying Clients

    Topic 2: Industry Development

    History & Evolution

    The Private Banking & Wealth Management Industry Today

    Types of Private Bank & Wealth Management Firms

    o Retail/Consumer Banks

    o Investment & Merchant Banks

    o Universal Banks

    o Trustee Firms

    o Brokerage Firms

    o Family Offices

    Topic 3: Private Client Service Propositions & Sources of Revenue

    Value Propositions & Client Service Models

    o Relationship & Distribution Management

    o Wealth Management & Planning

    o Customization of Banking & Investment Products

    o Transaction & Reporting Services

    Sources of Income & Revenue

    o Transaction Fees & Commissions

    o Interest Income

    o Trading Income

    Revenue Fee Models

    o Transactional Fee Model

    o Advisory Fee Model

    o Hybrid Fee Model

    Industry Challenges

    o Risk & Compliance Requirements

    o Tax Transparency & Reporting

    o Higher Client Expectations

    o Outdated Client Service Models

    o Requirement for Digital Services

    o Competition from Non-Traditional & Disruptive Market Players

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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