An Interactive 5-Day Training Course
Private Banking and Wealth Management
How to Acquire, Protect and Preserve Wealth
Course Overview
Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.
This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.
This GLOMACS training course will highlight:
- Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
- The major classes of investments & their characteristics
- How to protect wealth & reduce risk?
- How to evaluate investments and portfolio performance?
- How to ensure your wealth can be passed on to your dependents?
Training Objectives
At the end of this training course, you will learn to:
- Develop an efficient investment portfolio, increase wealth whilst minimising risk
- Evaluate financial statements, investment and analysts reports identifying potential investments
- Evaluate the risk/volatility of major financial markets, e.g. International Stock Exchanges, Forex, Derivatives
- Calculate and evaluate risk-adjusted performance measurement
- Take steps to preserve the wealth guarding against inflation, market volatility, tax, etc
Who should Attend?
This GLOMACS training course is suitable for a wide range of professionals but will greatly benefit:
- Professionals responsible for managing wealth on behalf of others
- Professionals working as part of a team responsible for investing funds, providing financial advise or analysis
- Those with aspirations to become financial analysts or financial advisors
- Those seeking to manage their own wealth
- Those with an interest in investment and portfolio planning
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
Training Outline
DAY 1: An Overview of Private Banking & Wealth Management
- Private Banking and Wealth Management Compared
- The Roles & Scope of Private Banking & Wealth Management
- The Private Banking and Wealth Management Market
- Establishing & Maintaining Client Relationships
- Maximising Return for both Client and Bank
- Minimising Risk for both Client and Bank
DAY 2: Investment Planning
- Major Investment Decisions/Determining your Investment Objectives
- Liquidity
- Income
- Growth
- Risk Reduction
- Preparation of a Client Profile
- An Introduction to the Major Classes of Investments & their Characteristics:
- Physical Assets: Property, Gold, Currency etc
- Financial Assets: Shares, Bonds, Collective Investments & Derivatives
- Financial Institutions, Financial Advisors & Financial Analysts
- Markets; Market Efficiency and Market Volatility
- The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors
DAY 3: Protecting Wealth & Reducing Risk
- Risk v Return – the Risk-Return Trade-Off
- Measuring Risk – Beta, Standard Deviation, Market Volatility
- Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
- Protecting against Exchange Rate Risk in relation to:
- Transactions and Translation of Assets
- Investment Strategies in Bull & Bear Markets
- Life Assurance & Assurance Related Investments
DAY 4: Evaluating Investments and Portfolio Performance
- Financial Analysis
- Fundamental Analysis
- Technical Analysis
- Financial Statements Analysis to identify investments
- Investment Ratio Analysis
- EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
- The Capital Asset Pricing Model (CAPM)
- Estimating the Return required for the Risk taken
- Enron – a warning to any investor
- Evaluating Portfolio Performance
- Jensen
- Traynor
- Sharpe
DAY 5: Passing on Wealth
- Retirement Planning - Pensions & Annuities
- The Risks of Distributing Wealth
- Life Expectancy & Wills
- Estate Planning
- Tax Planning & Inheritance Tax (where applicable)
- Trusts
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
Sessions in international locations
Online Sessions
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