Asset Management

To download DC Gardner Training's Asset Management brochure, please click here.

Our training courses analyse both traditional and alternative asset class performance data to determine how future asset mixes should be determined.  As a result of attending our tailored training programmes, participants from your firm will be able to maximise the profitability of the portfolios that they manage.

Topics covered in the core modules include the following examples.  However, we can tailor any relevant course in the asset management area for you.  Please contact us for more information.

Private Banking 

The number of people classified as high net worth individuals continues to grow worldwide. This represents a real opportunity for your organisation - but only if your people are sufficiently trained to understand the key issues and to talk to their clients properly.  By allowing DC Gardner Training to organise a tailored, in-house course for you, you will ensure maximum performance from your people. 

Topics covered in the core modules include the following examples.  However, we can tailor any relevant course in the private banking area for you.  Please contact us for more information.

• The nature, origins and characteristics of private banking wealth
• Growth and opportunities in the private banking market
• Private banking client profiling – changing characteristics
• Private client requirements and expectations
• Appealing to the 'mass affluent'
• The universe of investment choice
• Alternative non-correlated investments – hedge funds
• Relationship management skills for private bankers
• Wealth management solutions for private bankers