Introduction to Private Banking

The private banking industry
  • The market offering: customer segmentation, main private banks, retail banks, insurance companies, independent wealth managers, ...
  • Overview of the main market players and concepts
  • Private banking within a banking network: synergy, competition, return, monitoring
  • The various business models: pros and cons
  • Notion of risk in private banking
Fundamentals of asset management
  • Asset allocation
  • Return, diversification, risk, liquidity
  • Regulatory constraints
  • Asset classes: fixed-income, FX, equity, commodities, derivatives, structured products
  • Funds and mandates
  • Styles of asset management: index-linked, tilted, alternative, growth and value stocks, hedge funds,...
  • Measuring performance
Deontology and anti-money laundering
  • Recent regulatory developments
  • Tracfin, “Know your Customer”, account opening, funds provenance, continuous monitoring
  • MiFID
  • Open architecture vs. in-house products
Wealth analysis, set up and reporting
  • Selling or advising?
  • Relationship between private bankers and their customers
Patrimonial engineering
  • Legal aspects
  • Tax aspects
  • Using life-insurance
  • Real-estate: acquisition, management
  • Diversification products
  • Tax-efficient structures
Example of business reporting

  • Understanding the role and economic weight of private banking
  • Knowing the main systems, products and services used in private banking
  • Knowing the market, key-players and business models
  • Understanding the main principles of wealth
  • Acquire the essential basis to understand the function of private bankers
  • No financial or mathematical pre-requisite

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