Investment & Wealth Management
Strong technical knowledge allied with market practice
The investment management faculty focuses on bringing to life the developments and challenges faced by the global fund management industry.
The learning foundation, typically pitched at new or recent entrant level, emphasises the essential building blocks of finance – financial statements, accounting and valuation. A broad view of international capital markets used by the fund management industry is then presented.
At the intermediate and advanced levels delegates are drawn into the more specialised area of international fund management through courses focusing on, for example, portfolio construction, attribution analysis issues in benchmarking, product review, investment style considerations and the use of derivatives by investment managers.
The investment management faculty also provides tailored training solutions to the rapidly growing field of private wealth management. The programmes delivered focus on the needs of the international private client, the various products and wealth preserving techniques used, together with the selling and negotiating skills required by the sales force.
Typical courses
INVESTMENT MANAGEMENT
• Analysis of financial statements
• UK/international accounting
• Corporate valuation
• Introduction to capital markets
• Introduction to fund management
• Fund management – advanced
• Traditional and contemporary portfolio construction techniques
• Issues in contemporary fund management:
- Use of derivatives
- Global custody
- Stock lending
- Behavioural finance
- Investment styles
- Index benchmarking
PRIVATE WEALTH MANAGEMENT
• Introduction to private banking
• Private banking – advanced
• Tax and trusts
• Offshore investments
See Financial products and markets for related courses
