概要

This tutorial looks closely at Ultra-high net worth (UHNW) clients, their families, and their related wealth management arm. We focus on the client needs and associated risk appetites that drive client investing behavior and processes. We examine the wealth-lifestyle objectives of the client and investment allocation decisions used to meet these objectives.

宗旨

On completion of this tutorial, you will be able to:
- Recognise the characteristics of UHNW clients and their families
- Identify the key wealth management needs and objectives of UHNW clients and how wealth management firms can tailor offerings to meet these requirements
- Distinguish between the different types of family office, identify the reasons why family offices are founded, and list the functions and services they provide
- Identify the differences and weaknesses of MPT in relation to private client investment portfolios
- Recognise how the investment allocation behavior of HNW clients is based on complex considerations with different allocations based on risk appetite and stage in lifecycle
- Recall how client personal and financial needs, aspirations and risk appetites change over time and how this impacts portfolio construction and client investment product preferences

內容

Module 1: Private Wealth Management - Ultra-HNWIs & Family Offices
Topic 1: UHNW Clients
Topic 2: UHNWIs & Wealth Management
Topic 3: Family Offices

Module 2: Private Wealth Management - Client Investment & Wealth Allocation
Topic 1: Modern Portfolio Theory (MPT) & Private Client Needs & Risks
Topic 2: Client Asset Allocation & Investment Choices
Topic 3: Client Investment Allocation Framework