Private Banking and Wealth Management

Opis

Private banking and wealth management are terms that overlap. However, the financial services offered through

private banking and through wealth management differ slightly. Wealth management is a broader category that

involves dealing with the optimization of a client's portfolio, taking into account his aversion to, or comfort with, risk

and investing assets according to his plans and financial goals. Private banking typically refers to an envelope solution

for high-net-worth-individuals wherein a public or private financial institution employs staff members to offer high-networth clients personalized care and management of their finances. The course gives a key features of Private Banking and Wealth Management

Cele

Grupa docelowa

Warunki wstępne

Plan działania