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
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Intermediate

Sustainable Investment Strategies.pptx

Learn to apply investment strategies that integrate ESG analysis, including negative screening, best-in-class selection, and active ownership.

Wealth Management- Sustainable Investment

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Sustainable Investment Strategies.pptx

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Learn to apply investment strategies that integrate ESG analysis, including negative screening, best-in-class selection, and active ownership.

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Sustainable Investment Vehicles.pptx

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Explore various sustainable investment options such as green bonds, ESG funds, and impact investing products tailored to client values.

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Introduction to Sustainable Investing.pptx

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Understand the fundamentals of sustainable investing, including ESG (Environmental, Social, and Governance) criteria and responsible investment frameworks.

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Course Intro.pptx

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Begin with an overview of the role of sustainable investment within modern wealth management and client advisory.

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