Course dates
Course overview
'International Private Banking School' course begins by examining the main stakeholder in this environment: the client and their expectations, then moves on to discuss asset allocation as a powerful generator of client loyalty.
You will learn not only how to identify asset management products and services but how to meet specific client demands as well as formulate innovative estate planning services to benefit both the client and the bank. Throughout the course the focus is on understanding the needs of private wealth clients and identifying profitable marketing opportunities.
Summary of course content
- Design a successful private banking strategy to maximise profitability and efficiently compete in today's market
- Implement innovative marketing techniques to win new business and defend an existing client base
- Use creative asset management products and services to meet specific client demands
- Formulate innovative estate planning services to benefit both the client and the bank
- Implement the optimal business plan to establish a private banking branch in a new region
Methodology
This highly interactive training combines presentations, lively discussions, case studies and group work, which will allow delegates to put to practice what has been learnt throughout the course.
- Application of key concepts through practical hands-on workshops
- Various and recent real-life case studies
- Group work and team presentations
Who should attend this training course?
- Private bankers
- Wealth managers
- Relationship managers
- Investment managers
- Trust managers
- Department heads
Supporting publications
DAY ONE
The wealth management world today
- Introduction and welcome, the wealth management world today
- Where are we?
- Where does the industry go?
- Latest developments
Discussion: how to get there?
- Who is Mr HNWI?
- KYC
- Legal and regulatory requirements
- Additional needs
Group work: the perfect client profiling
Private client needs analysis
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Daily needs
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CLEWI
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Business
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Future needs
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Retirement planning
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Life-long investing
Case study: a prospective client analysis
Case study: clients risk aversion analysis
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Cultural differences
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Regional differences
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The religion element
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Ethical considerations
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Do's and don'ts
Video examples
DAY TWO
Asset allocation for private clients
DAY THREE
Estate planning needs and tools
- What is estate planning?
- Wealth analysis
- Geographical and legal constraints
- Wealth transmission
- Tax optimisation
- Retirement planning
- Constraints management
- Trusts
- What are they?
- Jurisdictions
- Legal issues
- Documents
- Family foundations
- What are they?
- Jurisdictions
- Legal issues
- Documents
- Other tools and their weaknesses
- The will
- Offshore companies
- Local instruments for local purposes
- Non-financial assets
- Real estate
- Boats
- Art collections
- Other
- The offering
- What is the best mix?
- The domicile of the client
- Tax issues
- Ethical considerations
- The pricing
DAY FOUR
Private wealth management products
- The full offer
- Onshore vs. offshore
- Additional services to be delivered
- In-house or sub-contracted
- Regulatory aspects
- Alternative investments
- Commodities
- Real estate
- Private equity
- Hedge funds
Case study
- Structured products
- Current situation
- Capital guaranteed products
- Yield enhancement products
- Participation products
Case study
- Managing and retaining the client
- Managing the client's expectations
- Setting up the frame
- Dealing with the shortfalls
- How to deliver bad news
Role Play
DAY FIVE
Business development: offering private wealth management products in a new area
A case study will follow throughout the entire day
Group discussion: how can delegates implement what they learned during the course upon return to the office?
Summary and close
Hilton Hotel Singapore, Singapore, Singapore
This programme takes place on a non-residential basis at Hilton Hotel Singapore. Non-residential course fees include training facilities, documentation, lunches and refreshments for the duration of the programme. Delegates are responsible for arranging their own accommodation, however, a list of convenient hotels (many at specially negotiated rates) is available upon registration.
InterContinental Grand Stanford Hotel, Hong Kong, Hong Kong
This programme takes place on a non-residential basis at the InterContinental Grand Stanford Hotel. Non-residential course fees include training facilities, documentation, lunches and refreshments for the duration of the programme. Delegates are responsible for arranging their own accommodation, however, a list of convenient hotels (many at specially negotiated rates) is available upon registration.
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Francois Aubert
François E. Aubert is an independent private banker advising his clients on their overall strategy, asset allocation, risk analysis, estate planning and tax evaluation. François is simultaneously a consultant to banks and multinational companies, notably for their Middle Eastern operations. He is furthermore a lecturer at Trinity College Dublin. François is also part of the CFA Institute Speaker Retainer Program and a member of several CFA Institute Committees. He holds a MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK/CFPI), a NLP practitioner and a PADI Divemaster.
Interested in holding this course in-house? Please fill out your details and a member of our team will be in touch with more information.
Course dates