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WEALTHMANAGEMENTTRAINING.COM

WealthManagementTraining.com

David Maude is an independent consultant advising companies on private banking and wealth management strategy

http://www.wealthmanagementtraining.com/

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WealthManagementTraining.com | wealthmanagementtraining.com Reviews

https://wealthmanagementtraining.com

David Maude is an independent consultant advising companies on private banking and wealth management strategy

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wealthmanagementtraining.com wealthmanagementtraining.com
1

WealthManagementTraining.com

http://www.wealthmanagementtraining.com/en/books/books.html

Global Private Banking and Wealth Management: The New Realities. The book is based on insights from the author’s extensive consulting work, interviews with leading experts and practitioners, and meticulous analysis and research (more than 230 references). Packed with best-practice examples and perspectives on the opportunities ahead, this book should be a compulsory read for anyone involved in wealth management. Chinese edition, produced with The People’s Bank of China, will be published soon.

2

WealthManagementTraining.com

http://www.wealthmanagementtraining.com/en/resources/resources.html

Capgemini/Merrill Lynch World Wealth Report. Wall Street Journal Wealth Blog. 2007 David Maude, Developed by Leanweb.

3

WealthManagementTraining.com

http://www.wealthmanagementtraining.com/index.html

We offer specialist, bespoke training and consultancy services for wealth management professionals. The wealth management training practice is led by David Maude, a leading authority on wealth management. A highly experienced former consultant with McKinsey and Company, David serves wealth managers around the world, advising on their key strategic, organisational and operational issues. David developed the wealth management training practice in response to growing requests from wealth managers.

4

WealthManagementTraining.com

http://www.wealthmanagementtraining.com/en/training/training.html

We have designed and delivered a number of highly tailored courses, including:. Private banking ‘boot camps’. Targeted at new private bankers (graduates and mid-career lateral hires). A range of courses focused on specific products and client segments. Targeted at senior management, covering strategic issues. Seminars for wealthy clients and their families. Excellent trainer - professional, thorough and well organised. Very useful insight, lots of examples. We also coach and mentor individual executives.

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