An introductory course to two sectors of Financial Services not often understood.
Sub Category
- Finance
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Objectives
- What Private Banking is
- What Wealth Management is
- How private banking differs from retail, commercial, and investment banking
- How clients are segmented by wealth tier — from HNW to UHNW and beyond
- The core services offered by private banks and wealth managers
- How investment portfolios are constructed and managed for wealthy individuals
- The difference between discretionary, advisory, and execution-only mandates
- How financial planning integrates investments, tax, estate, and lifestyle goals
- We explore tax planning and how private banks add value in this area
- We explore estate planning and wealth transfer strategies are structured
- The role of trusts, foundations, and holding structures in wealth management
- What structured products are and how they are used in client portfolios
- The landscape of alternative investments — private equity, hedge funds, real assets
- How family office services work and when they are appropriate
- How private banking connects to investment banking, asset management, and real estate
- The regulatory framework governing private banking — KYC, AML, MiFID II, suitability
- How sustainable and responsible investing is reshaping client portfolios
- The role of technology and digital platforms in modern wealth management
- Who some of the key players are in the global private banking landscape
- The typical career pathways into and through private banking and wealth management
- The ethical standards and professional conduct expected in the industry
- How to think like a private banker — balancing technical expertise with client empathy
Pre Requisites
- Basic Financial Literacy
- Some Professional or Academic Context
- Curiosity About Wealth, Financial Markets and Financial Services in General
- An Appreciation of Client Relationships
- Openness to a Global Perspective
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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