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

Course Introduction.pptx

Begin your journey into wealth management with a structured overview of the industry, its importance, and key career pathways.

Wealth Management- An Introduction

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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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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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Client Profiling – Understanding Client Needs.pptx

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Learn how to assess client goals, risk tolerance, and financial circumstances to create personalised wealth strategies.

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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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Wealth Management- Sustainable Investment

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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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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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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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