Private Banking - An Introduction

• What is private banking?
• Who are the key participants in the market?
• Global industry statistics

Private Banking Clients

• Who are they?
• Client segmentation
• Client Relationship Managers (CRMs)
• Know Your Customer(KYC)

Services of the Private Bank

• Cash management
• Deposits & loans
• Asset management - discretionary and advisory
• Securities brokerage
• Retirement planning
• Tax and trust advisory services

Products Provided by the Private Bank - an overview of:

• Securities - equities and bonds
• Derivatives
• Structured products
• Collective investment schemes
• Hedge funds
• Private equity
• Alternative investments

Risk Management and Compliance

• Value at risk (VAR)
• Reputational risk
• Money laundering and banking secrecy
• Basel II
• EU Savings Directive