3 Day Masterclass in Wealth Management & Private Banking | Terrapinn Training
3 day Masterclass

Wealth management & private banking



London, 8-10 Nov 2016

Build an enhanced understanding of your client relationship skills and effectiveness in managing wealth of (U)HNWI

This course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate innovative, client-driven strategies. This course will involve discussing and reviewing asset allocation, profiling and assessment tools and structuring portfolio’s and teaching you to turn it into risk-adjustment excess return programs.

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seize opportunities

Gain confidence in communicating with clients, allowing you to manage objections and rejections and turn them into new business

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gain strategic advantage

Increase the value of your product offering to satisfy your clients’ expectations, needs and requirements

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get practical

Construct a business strategy that enables you to meet your firm’s goals, satisfy your client’s expectations


The full cycle will be considered starting from its biggest asset, i.e. the client and his views and expectations and rolling over into profiling and subsequent asset allocation programs. 

You will review the process of product identification, estate planning facilities and the role of cross-border taxation and how to deal with specific non-recurring demands. 

 After this completion of this course the participant can decide to enroll for the advanced course where a number of specialized topics will be analyzed, the specifics of running a (single or multiple) family office and specific regulatory dynamics as the anti-money laundering legislation.

In just 3 days you will:

  • Gain an in-depth knowledge of international wealth management and tax planning that reflects the cross-border connections and investment of today’s wealth owners
  • Learn sophisticated techniques to assess a client’s overall financial situation and risks
  • Understand a holistic approach to a customer’s financial and personal situation (accounts, tax, cash flow, portfolio, real estate, family etc.)
  • Focus on the psychological factors influencing the customer and the advisor (behavioral finance)
  • Consider the relationship between the advisor and the customer (relationship management)
  • Provide access to a Portfolio management simulator – excellent learning results are ensured due to this practical tool
  • Get a truly international perspective

Organisations that will benefit:

  • Private Wealth Management Industry
  • Bank & Financial Services
  • Financial Services Sales & Distribution
  • Banks & Financial Institutions
  • Investment Banks
  • Private Equity & Hedge Funds
  • Tax Lawyers
  • Investment Advisors & Consultants
  • Family Office Consultants

Who will attend:

  • Private banking executives
  • Private wealth managers
  • Fund managers
  • Department heads
  • Financial planners
  • Asset managers
  • Relationship managers
  • Investment managers
  • Legal, trust and admin staff
  • Senior branch managers
  • Corporate bankers
  • Family representatives and Family Office Consultants

Course Agenda

  • Big Picture
  • Speed Networking
  • Overview of the private banking industry
  • Profiling clients and needs analysis
  • Case study: Diagnosing a number of client profiles
  • Risk-Return or stress-testing your clients
  • Case study: How good do you really know your client and his/her risk aversion dynamics?
  • Can behavioral finance (‘BF’) help?
  • Asset allocation & portfolio construction for private banking clients
  • Case studies: Number of portfolio construction exercises applying individual topics discussed
  • Estate planning
  • Group discussion: Debate around the location choice, vehicle choice and client profile
  • Group discussion: Future of Singapore/Hong Kong/London e.a. as a PB hub: the good, the bad and the ugly
  • Business development in private banking
  • Where are the next opportunities?
  • Case study: Wealth preservation across generations: still on shaky grounds
  • Wrap

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate


We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details