Wealth Management
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| Duration: One Day |
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This sector of investors is growing rapidly and service providers are expanding their services to meet their needs. This program examines the different types of investors that fall within this sector, their needs, typical products, and support functions that service firms are currently providing. We will review the full range of personalized services and the importance of relationship-centric support. Our focus will be on pricing, regulatory considerations, systemic challenges and the competitive landscape.
| Topics include: |
• Financial and credit services
• Portfolio asset management
• Customer profiles |
• Tax and performance reporting
• Estate and trust management
• Personalized customer services |
| Benefits of attendance: |
• Appreciate the nuances of the business
• Explore potential impact of regulations
• Know critical business support areas |
• Review pricing structures
• Understand client expectations
• Identify challenges of the business |
| Staff from the following areas should attend: |
• Information Technology
• Relationship Management
• Customer Service |
• Private Banking
• Operations
• Wealth Management |
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