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Wealth Management in luxembourg

100 €

at 1.8 KM
House of Training Follow

• Training
• Investment
• Finance
• Bank
• Performance

Objectives

After this course, you will have a good general understanding of the Private Banking business, the products and services it offers, its players, issues and the regulatory environment in which it operates in Luxembourg, having analysed:


What Private Banking is; the legal framework it falls under, its role within the bank and how the banks implement it
The international background (analysis of reference studies)
The Luxembourg financial marketplace, its market share, the geographic origin of both its clientele and the banks active in this business, the “star” products offered and the benefits it can enjoy
The legal and regulatory framework in force in the Grand-Duchy of Luxembourg applicable to Private Banking dealing with the following in particular:
Obligations to be adhered to with regard to money laundering
Professional obligations to be adhered to vis-à-vis clients
Due diligence with regard to tax compliance fiscal to be implemented
Special precautions to be taken in respect of certain types of clientele (US persons…)
The products and services offered (specifically investment advice, portfolio and wealth management, asset engineering, financial planning, family office, numbered accounts, Lombard loans, fiduciary contracts, family asset management company, special investment funds, foundations)
The occupations within Private Banking
Recent news relating to Private Banking

Programme

UNDERSTANDING THE NOTION OF PRIVATE BANKING
Theoretical definition of the Private Banking concept
Comparison with Personal Banking
Private Banking within the bank
Illustration based on a few practical examples

PRIVATE BANKING IN LUXEMBOURG
Presentation of the international background
Specificities of the Luxembourg financial marketplace
clientele
legal and regulatory framework
players
products
analysis of the competition
recent news

PRODUCTS AND SERVICES OFFERED WITHIN THE FRAMEWORK OF PRIVATE BANKING
Investment advice
Portfolio and wealth management
Asset engineering
Financial planning
Family office
Numbered accounts
Lombard loans
Fiduciary contracts
Family asset management company (SPF)
Special investment fund (SIF)
Foundations

THE VARIOUS OCCUPATIONS WITHIN PRIVATE BANKING
Management assistant
Relationship manager
Fund manager