Private Banking and Wealth Management: Investing
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Private Banking and Wealth Management: Investing

Updated Oct 13, 2024

What you'll learn

  • We explore the various asset classes that can be included in clients' portfolios.
Course Description

There is a wide range of investment possibilities for high net worth individuals (HNWIs). Therefore, it is important to develop an investment plan in line with client objectives. We explore the various asset classes that can be included in clients' portfolios.