Private Banking and Wealth Management
Description
Private banking and wealth management are terms that overlap. However, the financial services offered through
private banking and through wealth management differ slightly. Wealth management is a broader category that
involves dealing with the optimization of a client's portfolio, taking into account his aversion to, or comfort with, risk
and investing assets according to his plans and financial goals. Private banking typically refers to an envelope solution
for high-net-worth-individuals wherein a public or private financial institution employs staff members to offer high-networth clients personalized care and management of their finances. The course gives a key features of Private Banking and Wealth Management
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Objectives
To provide the audience the understanding of the distinguishing features of Private Banking and Wealth Management,
their participants, types and strategies
Target Audience
Testers, System and Business Analysts, Architects, Developers, and Project Managers working on financial markets
projects
Prerequisites
FIN-001. Introduction into Financial Markets
FIN-020. Introduction into Investment Banking
Roadmap
Overview of Private Banking & Wealth Management
Investor’s Types
Investment Policy Statement
Asset Allocation