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Private Banking & Wealth Management

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
Wealth Management- An Introduction
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Compliance & Ethical Standards.pptx
Compliance & Ethical Standards.pptx
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Explore regulatory requirements and ethical best practices essential to maintaining trust and integrity in wealth management.
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Role of a Wealth Manager.pptx
Role of a Wealth Manager.pptx
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Understand the responsibilities of a wealth manager, from financial planning to investment advisory for high-net-worth individuals.
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Course Introduction.pptx
Course Introduction.pptx
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Begin your journey into wealth management with a structured overview of the industry, its importance, and key career pathways.
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Wealth Management- Investment Strategy
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Course Intro.pptx
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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Principles of Investment Strategy.pptx
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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Risk Management.pptx
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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Wealth Management- Sustainable Investment
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Sustainable Investment Strategies.pptx
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
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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Course Intro.pptx
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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Wealth Management- Alternative Investment
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Understanding Alternative Investment.pptx
Understanding Alternative Investment.pptx
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Explore the landscape of alternative assets—real estate, hedge funds, infrastructure, and more—and their role in portfolio diversification.
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Commodities as an Alternative Asset.pptx
Commodities as an Alternative Asset.pptx
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Understand the role of commodities like gold, oil, and agricultural assets in hedging inflation and managing portfolio risk.
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Private Equity in Wealth Management.pptx
Private Equity in Wealth Management.pptx
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Learn how private equity is used in wealth portfolios, including structures, return expectations, and client suitability.
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