CORPFIN 3004 - Global Wealth Management

Course description: This course looks at the structure and strategies of the Wealth Management industry in the Asia-Pacific region. It explores the needs of high net worth investors and the asset classes in which they invest. The rapid growth of private banking and family offices are explored in detail. Private Banking is an exclusive subset of wealth management. We will examine traditional services offered by private banks and investment banks, as well as the newer solutions in this space. Emphasis will be placed on understanding the client segmentation and asset allocation strategies of private banks in Asia. In addition, we explore the needs, behaviours and investment strategies of millennials, next generation investors, endowments and foundations. Sustainable investing and impact investing will be explored as they become a key area of interest for both wealth managers and investors.