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Online Course in Private Client Engagement

Gain powerful insights into global HNWs, UHNWs and family offices.

This is an exclusive and unique online course designed for global private wealth professionals and private client advisers.

The course draws on Dr Stuart Gibson’s deep empirical research gathered over 15 years together with interviews with over 1,000+ private clients (HNWs, UHNWs and family offices) and private wealth service providers globally.

This unique perspective is now offered in an online learning format to best benefit both the professional and the organisations that work with private clients.

Gain independent panoptic insight that reveals current trends, themes and thought-leadership crucial for developing future corporate strategy for your private clients.

  • A series of online modules for private wealth professionals
  • Intensive thought leadership course
  • Access deep independent academic research from
    • 1,000+ interviews with private clients and private wealth management decision makers
    • Across 24 global jurisdictions

Benefits of attending course

  • Learn the implications for private client advisers post COVID-19 pandemic
  • Improve your acquisition and retention of private clients
  • Make smarter decisions by understanding private client decision-making and understanding their specific needs
  • Broaden your knowledge of current and emergent themes and trends
  • Develop confidence with an in-depth understanding of behavioural biases
  • Gain a holistic overview of the private wealth universe

Who should attend?

  • The online programme is designed for global private wealth professionals and private client advisers - private bankers, relationship managers, asset managers, trust and corporate service providers, lawyers, tax advisers, insurance advisers, wealth advisers, IFAs, CFAs - all professionals in the private wealth management industry

How you learn

  • A series of online modules and lessons including fact sheets and podcasts
  • Explore real academic evidence from global private clients and leading private wealth service providers
  • Progress through the online course at your own pace

Your learning experience

  • Learn from Dr Stuart Gibson, an expert and specialist in private wealth, to sharpen your thinking and uncover the strategies behind significantly wealthy clients
  • Benefit from the latest research by understanding emerging themes and changes
  • Raise your value-creation expertise in client acquisition, client relationships and client service
  • Build your knowledge base
  • Topics covered in the online course include: Private Clients (HNWs, UHNWs, Entrepreneurs), Family Offices (Single, Multi etc), Private Wealth Professionals, The Global Wealth Market, Client Acquisition, Client Retention, Client Relationships, Client Communication, Client Value, Client Service Quality, Client Satisfaction, Client Trust, Client Loyalty, Client Service, Client Reporting, Client Privacy, Family Offices, Succession Planning, Generational Wealth, The Next Generation, Philanthropy, Sustainable Investing, ESG and SDG, Traditional and Alternative Investments, Private Client Collectibles, Digital and Technology, Private Equity and Lending, Private Client Property, Private Jets and Yachts, Private Client Insurance, The Global Citizen, Private Wealth post Coronavirus COVID-19 Pandemic, Trends in Global Private Wealth
  • Course Completion Certificate issued for CPD

Gain access today to the online course for a one-off payment of £245.