Курс, семинар, тренинг Private banking. Great Britain

Day 1

Arrival, check-in at 4* Harrington Gardens Hotel

Day 2

8:00 Breakfast at the hotel

9:00 – 13:00  Seminar

• The versatility of products and services
• Cash management
• Credit solutions
• Treasury solutions
• Tax and trust planning
• The client study
• Risks and assets allocation
• The strategy of defined asset location
• Fixed income strategy
• Alternative investment strategy
• Structured products

Speaker: Alex Langen, Director of private financing, EFG Private Bank

13:00 – 14:00 Lunch

14:00 – 16:30 Continuation of the seminar

The essence and the need of trusts

• The purpose of trusts
• The specificity of the CIS customers
• Assets structuring and individual customers
• Optional trust
• The CIS customers differences
• Ownership structures, holdings and assets
• 2 stages of a trust

Speaker: Oliver Peck, Managing director, SMP partners

17:00 – 19:30 Tour of London

Day 3

8:00 Breakfast at the hotel

9:00 – 13:00  Seminar

Investment funds and tools to use them

• Types of funds
• The typical fund structure
• Funds taxation
• Funds regulation

Speaker: Richard Thomas, partner Salans

13:00 – 14:00 Lunch

14:00 – 16:30 Continuation of the seminar

• The advantages of London for clients from the CIS
• The specificity of jurisdiction and the way of life
• Services for clients from the CIS
• Examples

Speaker:Thomas Matias, Director of Russia and the CIS dept., YSBC Private banking (UK)

17:00 – 19:30 Tour of London

Day 4

8:00 Breakfast at the hotel

9:00-13:00  Seminar

• 4 principals of asset management
• The clarity of asset operations
• Long-term vision

13:00 – 14:00 Lunch

14:00 – 16:30 Continuation of the seminar

• Risk considering
• Investment process and investment strategies

Speakers: Daniel Gerbie-Imanov, Executive Vice-president, Head of Central and Eastern Europe dept., Coutts Bank von Ernst

Guilermo Arias, Vice-president, Coutts Bank von Ernst

16:30 Free time

Day 5

8:00 Breakfast at the hotel

9:00 – 13:00  Seminar

• Private banking on the present stage
• Approaches to the term
• Private banking for the CIS

Speaker: Jean Mari Dulermos, Director of the growing European markets dept., Merrill Lynch company

13:00 – 14:00 Lunch

14:00 – 17:00 Free time

17:00 Gala dinner. Summing up the program, presentation of certificates

Day 6

08:00 Breakfast at the hotel

Check-out, transfer to the airport. Flight to Moscow

Стоимость согласовывается при заказе.

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