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Strategic Finance & Specialised Sectors
Wealth Management & Private Banking
Serving High-Net-Worth Clients
4 Weeks London / Riyadh / Online
Programme Overview
Master the art of wealth management and private banking. This programme covers investment strategy, estate planning, and client relationship management for professionals serving high-net-worth and ultra-high-net-worth individuals.
Key Modules
1
Wealth Planning & Asset Allocation2
Estate & Succession Planning3
Alternative Investments for HNW Clients4
Family Office Management5
Client Relationship & Advisory SkillsTarget Audience
Private Bankers, Wealth Managers, Family Office Advisors, Relationship Managers
Interested in This Programme?
Contact us to discuss bespoke delivery options and group pricing.
Enquire NowProgramme Details
Duration4 Weeks
DeliveryLondon / Riyadh / Online
PillarStrategic Finance & Specialised Sectors