Private Banking
Enhance your ability to analyse and monitor investment performance, minimise costs, and plan for retirement and philanthropy.
Successful private banking requires a strong grounding in wealth planning, fund management, tax and legal matters. Our wealth management courses provide private bankers with a sound knowledge of Family Office functions and the key skills relating to the management of insurances, tax and accounting services, retirement planning, philanthropy, and
trust funds.
trust funds.
This course has dates that are guaranteed to run
Public Courses
Our public courses are attended by the world’s top corporate and investment banks. Take a look at our Private Banking public courses and click on the course name to find out more.
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Enhance your understanding of private banking, asset allocation & estate planningLocationDatesDaysLondon05-09 Aug 20195London09-13 Dec 20195
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Public Course Testimonials
There is no-one better to tell you how good our public courses are than those who attended them. From selling new private banking services to High Net Worth Individual clients to managing family offices, our courses will help you build long-standing customer relationships and thrive in this sector.
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What do past attendees say about this public course?Very informative and timely, well organised and great presentations by the trainer
- Segment Manager
- Private Banking
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Why do you enjoy delivering training in Private Banking & Wealth Management?It's rewarding to see the impact our training has in helping private banks maximise their revenues.
- Senior Consultant
- Euromoney Learning
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What do previous attendees think of this public course?Very insightful and easy to understand. Francois delivered with simplicity and accuracy
- CEO
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What do previous attendees think of this public course?The trainer and the guest speaker were both approachable and engaging
- Senior Manager
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What do previous attendees think of this public course?One of the best training courses I have attended.
- Treasury Sales & Marketing Unit Head
Bespoke, Inhouse Programmes
Take a look at some of the tailored learning programmes we have delivered for our clients and the feedback we have received. Get in touch to discover what we can do for your business.
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A tailored in-house course delivered for Europe Arab BankVery informative, quality course. Rob was clear, knowledgeable, and entertaining.
- Controller
- Private Banking
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An in-house course for Credit AgricoleThe course was tailored to our new strategy for Private Banking and met all expectations
- Head of Private Banking
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An in-house course for Societe GeneraleVery inspiring. I learned a lot.
- COO
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An interactive in-house programme developed for Bank MuscatFrancois kept the session lively and ensured participation from everyone in the room
- Head of Segment Development
- Private Banking
Meet the Faculty
Find out more about our Private Banking instructor.
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Specialism: banking & finance, investment, wealth managementI draw on my 25 years of experience in the banking industry to deliver courses that are interactive, fun, and focused on helping the participants achieve their goals.
- Course Instructor
- Private Banking
More From Our Journalists
Euromoney's specialist journalists bring you an authoritative round up of banking. Read more from our team.
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Research reveals regional differences in responding to women in wealthMore from Euromoney
How are private banks responding to women in wealth?
Euromoney research shows disparity among regions in capturing the female wallet; hiring seems to be the quick solution. -
UBS wins Euromoney’s Private Banking 2018 survey yet againMore from Euromoney
Private Banking and Wealth Management Survey 2018: Big beasts dominate
While other parts of finance splinter and specialize, in wealth management it looks like bigger really does mean better: UBS wins Euromoney’s Private Banking 2018 survey yet again and the big global franchises continue to take the lion’s share of the industry. -
Euromoney reports on the future of wealth managementMore from Euromoney
The death of private banking…
…and how wealth management can have a brighter future.
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The familiar landscape of the wealth management industry is about to undergo a seismic shiftMore from Euromoney
Wealth management: The Next Generation
The last 20 years of private banking have been all about building scale, international growth and professionalization; the top wealth managers are still getting bigger and are confident they have the right model – but as they struggle to maintain quality of service under pressure on revenues, new specialists are emerging. -
Euromoney's annual surveyMore from Euromoney
Private Banking and Wealth Management Survey 2019: Global Results
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Advances in technology have helped the wealth management industry become more efficientMore from Euromoney
Private banking: Wealthtech 2.0 – when human meets robot
If there was ever a risk of client advisers being replaced by robots, that danger has now passed. Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
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Euromoney expanded its private banking coverage launching the Euromoney Private Banking survey in 2004More from Euromoney
Private banking architects: Modern wealth management
In a supposedly slow-moving industry, the amount of change in global wealth management over five decades has been remarkable. -
Asiamoney's annual surveyMore from Euromoney
Asiamoney China private banking awards 2019
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Euromoney's annual surveyMore from Euromoney
Private Banking and Wealth Management Survey 2019: Regional Results
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Euromoney sits down with James GormanMore from Euromoney
Private banking architects: James Gorman – the rainmaker of wealth management
Morgan Stanley’s James Gorman has transformed the US wealth management industry through consolidation and a rigorous management approach. -
Zeltner: "It was clear we would have to entirely reinvent ourselves"More from Euromoney
Private banking architects: Jürg Zeltner – the pioneer of the CIO
Jürg Zeltner, former chief executive of UBS Wealth Management, explains how the chief investment office was born out of chaos. Its introduction shifted not just UBS but the whole private banking industry to a model of professionalism. -
Mary Erdoes: "We were taking in as much as $1 billion a day at the private bank"More from Euromoney
Private banking architects: Mary Callahan Erdoes – broadening clients’ investment horizons
Mary Callahan Erdoes of JPMorgan speaks to Euromoney about being the port in the storm during the financial crisis and opening up the private wealth market to the whole investment industry.
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Wealth in the region is only heading upwardsMore from Euromoney
Private banking: Who stays in Asia, wins in Asia
For many private banks that set up in Asia in the last decade, the cost of doing business kept them locked out of the vast expansion of wealth in the region; those that didn’t leave are settling into a more mature industry, but they are a long way from being able to relax. -
Tan Su Shan: "DBS was considered one of the safest banks"More from Euromoney
Private banking architects: Tan Su Shan – leading the charge for Asia’s wealthy
Tan Su Shan has led DBS’s efforts to become the leading home-grown bank for wealth management in Asia, during a decade in which the number of billionaires in the region has soared. -
Branson: "Private banking is challenging because the maxim is to put your client first"More from Euromoney
Private banking architects: Mark Branson – the man who cleaned up private banking
Mark Branson, chief executive officer of Swiss financial regulator Finma, talks to Euromoney about how tax transparency has changed the trajectory of private banking and how far regulation can go in curtailing misconduct.
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The Cognita investment is an interesting move by the family officeMore from Euromoney
Family offices direct their efforts to making an impact
Larger family offices are taking on the private equity firms as they focus on investing directly. -
India’s leading private banks are adapting to a rapidly shifting landscapeMore from Euromoney
India’s wealth managers find profit in the provinces
The face of wealth management in India is changing, as vast fortunes are made by young digital disruptors and as private banks venture out of the main commercial hubs in search of untapped profit and potential in second-tier cities. -
The SG Group at the forefront of championing the development for SRIMore from Euromoney
Societe Generale Wealth & Asset Management activities: Setting new standards in SRI and ESG
"Our primary mission is to protect our clients’ wealth. How they can as well invest in a positive and sustainable way is more and more at the centre of our dialogue with them.”
