Description
This module builds upon the knowledge acquired in core modules such as asset pricing and portfolio management but from a practical perspective. The objective is to apply the knowledge acquired to the real role of private bankers or wealth management professionals, focusing not only in risk management or portfolio performance but on the skills needed to build trust with high net worth customers.
The specific emphasis of this module will be on how to develop and grow client relationships that lead to an increase in the assets under management for any private bank or WM institution by identifying clients' financial needs and delivering returns while being able to manage risk accordingly.
Risk free rates, equity risk premium and markets efficiency will be covered from a practical perspective, to understand how today's Wealth Managers deal with current challenges.
Module deliveries for 2024/25 academic year
Last updated
This module description was last updated on 19th August 2024.
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