The Mechanics of Wealth Management

What you’ll learn
The core principles of wealth management and how they have developed for private clients
The history, lessons learned, the present and the future of wealth management
The six key drivers of building and growing a wealth management franchise
How to apply these drivers to different client segments
How to identify and apply international best practices
How the regulatory and tax regimes impact wealth management businesses, both onshore and offshore
How to apply financial planning to help clients achieve life goals
How to become the wealth management equivalent to Disney, Ritz and Amazon when it comes to client servicing

Postgraduate certificate option
You have the option to receive a postgraduate certificate validated by Middlesex University Business School.

You will need to submit an additional marked assignment of 5000 words, based on a continuing case study that runs throughout the duration of the course.