This programme covers the specialised side of a bank's offering, from project finance, fundraising and bond issuance to institutional portfolio management, private wealth services and insurance lines.
Participants work on how such products are packaged, priced and distributed to premium clients, and on the cross selling logic that makes the model viable. Digital distribution is examined for what it changes in reach and in control.
Compliance constraints and the indicators used to monitor this activity close the programme. Participants leave able to assess which specialised lines are worth building and which are better bought in.
Who it is for
Senior managers developing investment, wealth and specialised product offerings.