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
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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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Euromoney reports on the future of wealth managementMore from Euromoney
The death of private banking…
…and how wealth management can have a brighter future. -
An in-house course for Societe GeneraleVery inspiring. I learned a lot.
- COO
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Enhance your understanding of private banking, asset allocation & estate planningLocationDatesDaysLondon05-09 Aug 20195London09-13 Dec 20195
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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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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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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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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. -
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
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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. -
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
