Teaching

We have taught more than 2500 managers and senior professionals from more than 100 institutions from over 50 countries on private banking. We have taught in academic, public and in in-house programs around the world. The following are some of the subjects we address:

Emerging Trends in Private Banking

Here we discuss the most current emerging trends in private banking, based on industry research and extensive discussions with CEOs and Managing Directors. (From a 1 hour overview to a 1 day seminar).

Market Strategy and Business Models

We discuss some of the different market strategies used by different institutions across the globe, and discuss a number of the business models chosen to implement these strategies. (From a 1 hour overview to a 1 day seminar).

Managing Sales and Advice

This is a seminar for team leaders on how to manage their business and their staff as entrepreneurs in the specific situation of private banking. (Typically a 3 day course).

Applying Behavioral Finance in Client Advice

Here we teach how to apply the modern insights from behavioral finance to provide superior investment advice (Typically a 1 day training)

Sales Training

A sales training adapted specifically to the needs of experienced private banking advisors. (Typically a 1 to 3 day seminar).