Portfolio Management, Financial Markets And Risk Management
- Building on classical concepts in portfolio theory, you will learn more advanced applications as they apply to equities, bonds, or hedge fund strategies. You will learn to question and assess asset managers. Furthermore, you will practice how to break down and evaluate various structured products in order to give clients the best advice. Finally, you will gain insights into modern concepts of risk management.
- Portfolio management
- Investment policy and agreements
- Efficient-market theories
- Performance measurement
- Investment styles fixed-income management
- Structured products risk management and operational risk
- Hedge funds tax and insurance aspects
- Practical diversification possibilities
Wealth Management And Planning
- The topic covers the special aspects of wealth management for high net-worth individuals and the comprehension of the major concepts underlying global laws and regulations related to wealth planning. Also, major principles in domestic and international estate and tax planning and how to recognize opportunities for clients will be covered. Furthermore, suitable asset allocation techniques from an integrated perspective, taking finance, financial planning aspects, risk tolerance; lifestyle, life cycle, and estate planning into consideration will be discussed. In a complex wealth management situation, you will be able to integrate the advice given by various counsellors to help facilitate the optimal solution and clients' decisions.
- Financial planning and life cycle models for high- net-worth individuals
- Asset allocation, client objectives and suitable financial decisions
- Integrated financial planning for entrepreneurs (including laws and taxes governing IPO's and divestitures)
- International wealth planning for high-net-worth individuals (including trusts, foundations, estate planning, comparative tax laws, mobility and residence)
- Objectives and strategies of a family office
Management Accounting and Controlling
- Develop the ability to apply modern controlling concepts concerning the profitability of products and customer segments. Understanding the workings of asset and liability management and how to judge the financial status of a company based on balance sheet and profit or loss.
- Modern methods of cost calculation for products, services, processes, and clients
- Methods of internal cost allocation and their consequences
- Asset and liability management
- Balance sheet and profit and loss analysis
- Examples of existing cost calculations and their uses
Interpersonal Skills For Dealing With High- Net-Worth Individuals
- Understanding the ethical concepts in wealth management based on different cultural backgrounds and different historical developments. Developing sensitivity towards codes of conducts in different cultures. Strengthening personal skills in handling demanding high-net-worth individuals both in business and in social settings, and how to improve your negotiation skills with customers.
- Cultural and psychological frameworks of
- wealth Negotiation skills and role plays
Marketing For The Financial Industry
- Develop an integrated service concept for high- net-worth individuals and determine how to implement suitable client segmentation. Understand the consequences of different service and pricing strategies and distribution channel policies. Demonstrate how to build sustainable customer loyalty for high-net-worth individuals, and how to define, implement and secure a service culture perceived as value-added by the client.
- Furthermore, you will learn about the possibilities provided by modern customer relationship management systems and data-mining techniques and how to apply to the setting of high-net-worth individuals.
- Approaches to marketing Customer behaviour and client segmentation