::Goodacre::Events::

Goodacre provides a wide range of in-house training and workshops, using highly recommended, experienced individuals. A selection of our forthcoming workshops can be seen below:

	Wealth Management	11th May 2010
In Association with

09:30 - 13:30 Seminar Overview The Private Banking community has, understandably, traditionally adopted a low profile when handling High Net Worth Client monies. Consequently, to understand this market place one would normally need to be on the inside. However, this half-day interactive programme will offer the opportunity for participants to see inside the world of Private Wealth: Who are the major players, how do they manage their Clients' money, how do their measure success, what sort of Products & Services do they offer? This workshop will cover the following: Session 1 Introduction and Overview of the Market Place Wealth Management in context – Britain’s wealthiest households How big is the market? Who are the major players?Does size help? Where is the revenue growth to come from? What are the implications of this? Onshore vs Offshore – where are the most popular locations? The pressure is on Case Study – How do Wealth Managers measure their success? Session 2 Who exactly is a Wealth Management Client? How does one define ‘High Net Worth’? Client Segmentation; inter-generational wealth transfer How many providers might a Client use? The importance of the Client Relationship Manager - Staff retention How to measure Client satisfaction? Which Wealth Manager came top in 2008? Case Study – How do clients choose a Bank and why might they leave? Session 3 Wealth Management Products and Services How do you differentiate your Bank from the competition? How have the Banks invested their Clients’ wealth? The APCIMS benchmarks Changing Asset Allocation strategies in the Credit Crunch Family Office – combining the roles of Accountant, Lawyer, Banker Ideas for Complementary Services – Art Advisory, Philanthropy Case Study – The ideal professional service provider Who should attend? We welcome all participants, in particular, this course is highly recommended for: Professional Advisors HR Managers Trainee Private Bankers Fund Managers Risk Managers Operations Staff - particularly in fund management, and private banking New Entrants in Financial Markets Financial Journalists CPD Delegates will qualify for 4 CPD hours and certificates will be provided to all attendees. Goodacre Training is accredited by the Chartered Institute of Securities & Investment (CISI) as an approved CPD Provider. Members of the CISI can log these training hours on the CISI website. To reserve places email events@goodacreuk.com or book online with all your contact details, including the name and address for invoicing. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT.
Venue : Interactive Data (Europe) Ltd Fizroy House 13-17 Epworth Street London EC2A 4DL
Price : £205
Back to Forthcoming Events

For further details:

For further information please contact Goodacre by telephone +44 (020) 7422 0063 or email

Goodacre does not provide refunds for those failing to attend events or cancelling within 5 working days of the event