Events

Wealth management in Luxembourg

100 €

at 1.8 KM

Training
Business
Leadership
Finance
French
Bank
Management
Private banking

fri. 30 Oct.

08h30-12h30

At the end of this training, you will have a good general understanding of the Private Banking business, the products and services it offers, its players, its challenges and the normative environment in which it operates in Luxembourg, this after analyzing:

What does Private Banking consist of, what is its role within the bank and how banks implement it
the international context in this area
the Luxembourg financial center, its market share, the geographical origin of both its customers and the banks active in this business, the “star” products offered and the advantages it can avail of
the legal and regulatory framework in force in the Grand Duchy of Luxembourg applicable to Private Banking
the products and services offered (in particular: investment advice, portfolio and wealth management, wealth engineering, financial planning, family office, Lombard credit account, fiduciary contract, family wealth management company, specialized investment fund, foundation heritage)
professions within Private Banking
recent current affairs topics relating to Private Banking

Program

The international context
Luxembourg, a diversified financial center
Customer profile
Products and services offered
The legal and regulatory framework
Trades and qualifications required
The challenges of the future