[Webinar] Portfolio Management & Financial Planning for Private Wealth Management Practitioners
概要
This course is designed to provide you with a comprehensive understanding of portfolio management and financial planning specifically tailored for private wealth management. You will learn essential concepts and strategies for constructing and managing investment portfolios that align with clients' financial goals and risk tolerance.
內容
The course will cover different topics about Private Banking & Private Wealth Management:
1. Wealth Goals & Investment Objectives
2. Asset Allocation
3. Portfolio Construction & Implementation
4. Monitoring & Rebalancing
5. Portfolio Review & Reporting
6. Interests in Virtual Assets
7. Latest Trends in Family Office & UHNW Asset Allocation and Flows
8. Rising Trend of Alternative Investments
對象
The course primarily targets PWM practitioners who would like to enhance their knowledge and skills in portfolio management and financial planning.
導師/講者
擅長客戶關係管理、私人財富與投資顧問業務、全權委託與另類投資組合管理、資本市場資產配置等等的工作。
王先生擁有CFA和FRM的專業持證，並在上海財經大學就讀金融學博士。