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Wealth management

Wealth Management is the strategic discipline of overseeing financial resources to achieve long-term goals. It encompasses comprehensive planning, investment advisory, Read more...

Found 52 Training Providers

LCT Financial Markets Training

Working with the world's leading Investment Banks and Financial Institutions. Financial Markets Training. Capital Markets and Banking Training. Investment Training. Trading Simulations. Bespoke Global Markets Training.

Global Markets Programs - Equities, Fixed Income, Futures & Options, Derivatives, Rates, STIRs, Structured Products, Portfolio Management, Wealth Management, Macro, Delta One, Equity Derivatives, Index Arbitrage, M&A Arbitrage, Special Situations Arb, Multi-asset Hedging, Volatility Products, Vix Derivatives, Market Making, Trading, Regulation, Sovereign Wealth Funds, ESG Investing, Behaviourial Economics, Trading Simulations, Trading Psychology, Liffe Floor Trader, Treasury.

Lead Trainer: Former Derivatives Trader and Head of Trading, ex- JP Morgan, DRW and PAR ; now renowned Financial Markets Trainer and Consultant. Working with the World's leading Investment Banks, Financial Institutions and Sovereign Wealth Funds in knowledge sharing, training and skill building. Practical consultant to leading academic research departments and developer of Top Tier Investment Bank training programs covering North America, South America, Europe, Asia and the Middle East.

Location
United Kingdom
Daily Rate
£0£2,000

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Rob Morgan Training

I design courses on a wide variety of financial product topics. These include equities, fixed income, money markets, derivatives, and foreign exchange, all tailored for specific audiences, from graduates to high level management. I have designed courses specifically for the fund management and private wealth areas. I also provide general courses on economics and technical training on proficiency in Excel. These courses are designed for a broad range of Investment Banks, Private Banks and other market participants.

Location
United Kingdom
Daily Rate

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Chadley House Training Limited

Following fifteen years on the Buyside of the Markets (both Institutional & High Net Worth Private Clients) in London (as a Trader, Analyst, Portfolio Manager & Research Head) the Principal launched the business in 2004 specialising in subject matter areas across the wholesale Financial Markets. It has worked with Asset Managers, Sovereign Wealth Funds, Investment Banks, Exchanges, Clearing Houses, Regulators, Hedge Funds & Fintechs. Training Programs have been designed & delivered both as tailored in-house offerings & also in Public open enrolment formats. Delivery has been undertaken in more than twenty-five countries across the Middle East, Asia, Africa, North & South America & Europe, via in-person & virtual (Zoom, Webex, Adobe Connect) formats.

Location
United Kingdom
Daily Rate
£2,000

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Institute for Mergers, Acquisitions, and Alliances (IMAA)

IMAA provides research, workshops, and educational certificate programs in mergers, acquisitions, and alliances. Their offerings cover a broad spectrum, from the International Mergers & Acquisitions Expert (IM&A) to specialized certifications for post-merger integration and legal aspects of M&A. IMAA prides itself on a global faculty and practical insights from industry veterans.

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FinTree

Provides coaching for CFA, FRM, and Financial Modelling, aiming to equip students with skills for the finance industry. FinTree has worked with over 10,000 students from more than 40 countries.

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FinQuest Institute

Our Founder & Lead Faculty - Ameya Abhyankar started FinQuest Institute LLP in July 2020, with the vision to be a one stop solution for providing specialized training programs in the domains of Finance & Banking, Quantitative Analytics, and Technologies for financial applications. We leverage our core domain expertise garnered over the years spent in the finance and consulting industry, to add maximum value to our training programs. Our programs upskill candidates to work confidently on various challenging real-life business scenarios. Ameya along-with our illustrious visiting faculties focus on helping our candidates get complete clarity on the core concepts. Candidates benefit immensely as our courses relate all of our live classroom sessions with practical examples observed in the industry.

Location
India
Daily Rate

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FinanceTalking

The way we do it really works. We understand corporate communications and IR and design our courses specifically to meet your needs. Our focus is always on developing practical, interesting, engaging ways for people to learn, ensuring that delegates return to work with the tools in place to implement their learning and really make a difference.In the current environment, it is more important than ever for communicators to add value. Understanding how financial audiences think will give you confidence and ensure that your advice is robust. And financial fluency will help you build credibility with those financial audiences and with the board. We can help build your team’s financial acumen. This is not just about being able to read an income statement and balance sheet (although, of course this helps), it is also about understanding the big picture and the language of the boardroom.

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Beta Educational Services, LLC

Beta Educational Services has been redefining education since 2005, specializing in financial services executive education. They offer customized individual and corporate training and tutoring sessions, focusing on financial designations and corporate training for wealth management, investment management, banking, and insurance companies.

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Disseminare Consulting

Disseminare Consulting is a cutting-edge knowledge-based company that specializes in providing comprehensive training and professional development courses, particularly in the Banking, Financial Services, and Insurance (BFSI) sector. With a focus on enabling different ways to learn, Disseminare offers a mix of onsite/offsite classroom training, online courses, and proprietary training sessions. Key Features and Offerings: IIBF Accredited: Recognized as an Indian Institute of Banking and Finance (IIBF) accredited Debt Recovery Agent (DRA) training institute in Kolkata. Wide Range of Courses: Offers structured credit and risk courses tailored to meet the dynamic needs of the BFSI sector, addressing the challenges brought by globalization, digitization, and the emergence of sophisticated financial markets. Expert Faculty: Boasts a team of faculty members who combine qualifications, expertise, and experience with the ability to mentor skill seekers, ensuring that classroom experiences are engaging and conducive to learning. Customized Training: Delivers training programs focused on current market requirements, designed to be very application-driven for a transformational impact.

Location
India
Daily Rate

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Qyro Partners

Qyro Partners is a leading provider of bespoke training solutions for the banking sector, specializing in programs for private bankers and team leaders. Their expertise spans international hubs like the UK, Singapore, UAE, and Switzerland, with a unique focus on UHNW clients in the Middle East, Asia, and Africa. Qyro's programs are crafted from extensive input from private banking clients, ensuring relevance and practical application. They offer end-to-end solutions in program development and delivery to enhance prospecting, client management skills, and overall excellence in client journeys.

Location
Switzerland
Daily Rate
€1,500

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BSE Institute Ltd

Affiliated with the world's fastest stock exchange, BSE Ltd, the BSE Institute Ltd is a leading provider of financial education, offering a wide array of courses that span vocational, graduate, postgraduate, and professional studies. Their curriculum is designed to groom young talent for a successful career in the BFSI industry, leveraging the institute's deep knowledge of the stock market. Unique Features: Market-designed courses, training by market practitioners, and a cutting-edge curriculum that ensures job readiness from day one.

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GBRW Group

The GBRW Group of companies was formed in 1995 with the establishment of GBRW Limited, focused on management consulting services in the fields of banking and finance. GBRW Expert Witness Limited provides advice on banking, insurance, and investment issues to the legal sector. GBRW Learning Limited delivers training and development solutions for the banking and finance sectors. All three affiliated firms are headquartered in the City of London with representative offices in Athens and Singapore

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Showing 1 12 of 52 Training Providers

Top 5 Corporate Wealth management Courses

Investment Portfolio Construction

Designing diversified portfolios aligned with client risk tolerance and financial goals to optimize returns.

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Tax Planning Strategies

Utilizing legal methods to minimize tax liabilities and maximize after-tax returns on investments.

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Estate Planning

Structuring assets and properties to ensure efficient transfer to beneficiaries while minimizing tax burdens.

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Risks of Management

Identifying and mitigating potential financial risks through hedging strategies and insurance products.

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Client Relationship Management

Developing interpersonal skills to understand client needs, build trust, and deliver personalized financial advice and solutions.

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Explore endless learning possibilities! Dive into diverse topics and find your perfect course on our marketplace today.

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Related Topics

Strategic Asset Allocation Strategies

Establishing a baseline asset mix based on a predefined balance of risk and return, reflecting an investor's goals, risk tolerance, and investment horizon.

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Tactical Asset Allocation Strategies

Temporarily deviating from the strategic asset allocation to take advantage of short-term market opportunities by overweighting or underweighting certain asset classes.

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Dynamic Asset Allocation

Continuously adjusting the mix of assets as markets fluctuate and as investors' financial circumstances and the economic environment change.

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