Private Banking & Wealth Management

Gain expert skills in private banking and wealth management. Learn how to serve high-net-worth clients through strategic investments, sustainable and alternative assets, and ethical advisory practices. Boost your credibility, expand your client base, and elevate your financial services career.

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Responsible	Fred Manu
Last Update	27/06/2025
Members	0

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Intermediate

Building and Optimizing a Portfolio.pptx

Learn how to construct balanced portfolios using modern portfolio theory and optimisation techniques for long-term wealth growth.

Wealth Management- Investment Strategy

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Building and Optimizing a Portfolio.pptx

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Learn how to construct balanced portfolios using modern portfolio theory and optimisation techniques for long-term wealth growth.

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Risk Management.pptx

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Understand how to identify, measure, and manage investment risk to align portfolios with client goals and risk tolerance.

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Principles of Investment Strategy.pptx

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Explore key investment principles including diversification, asset allocation, and strategic vs. tactical investment approaches.

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Course Intro.pptx

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Start with an overview of how investment strategy fits within the broader wealth management process and client advisory.

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