Cette formation est proposée sous forme de formation présentielle. En savoir plus

Description

Objectives

After this course, you will have a good general understanding of the Private Banking business, the products and services it offers, its players, issues and the regulatory environment in which it operates in Luxembourg, having analysed:

  • What Private Banking is; the legal framework it falls under, its role within the bank and how the banks implement it
  • The international background (analysis of reference studies)
  • The Luxembourg financial marketplace, its market share, the geographic origin of both its clientele and the banks active in this business, the “star” products offered and the benefits it can enjoy
  • The legal and regulatory framework in force in the Grand-Duchy of Luxembourg applicable to Private Banking dealing with the following in particular:
    • Obligations to be adhered to with regard to money laundering
    • Professional obligations to be adhered to vis-à-vis clients
    • Due diligence with regard to tax compliance fiscal to be implemented
    • Special precautions to be taken in respect of certain types of clientele (US persons…)
  • The products and services offered (specifically investment advice, portfolio and wealth management, asset engineering, financial planning, family office, numbered accounts, Lombard loans, fiduciary contracts, family asset management company, special investment funds, foundations)
  • The occupations within Private Banking
  • Recent news relating to Private Banking
Programme
  • UNDERSTANDING THE NOTION OF PRIVATE BANKING
    • Theoretical definition of the Private Banking concept
    • Comparison with Personal Banking
    • Private Banking within the bank
    • Illustration based on a few practical examples
  • PRIVATE BANKING IN LUXEMBOURG
    • Presentation of the international background
    • Specificities of the Luxembourg financial marketplace
      • clientele
      • legal and regulatory framework
      • players
      • products
      • analysis of the competition
      • recent news
  • PRODUCTS AND SERVICES OFFERED WITHIN THE FRAMEWORK OF PRIVATE BANKING
    • Investment advice
    • Portfolio and wealth management
    • Asset engineering
    • Financial planning
    • Family office
    • Numbered accounts
    • Lombard loans
    • Fiduciary contracts
    • Family asset management company (SPF)
    • Special investment fund (SIF)
    • Foundations
  • THE VARIOUS OCCUPATIONS WITHIN PRIVATE BANKING
  • Management assistant
  • Relationship manager
  • Fund manager

Modalités

Support de cours

Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.

Lieu
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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Sessions et horaires

Télécharger le planning (PDF)

  • lun. 14.11.2022

    08:30 à 12:30

    4H

    Wealth Management in Luxembourg - Fundamentals

    Classe virtuelle

Durée 1H

Lieu Chambre de Commerce Luxembourg

  • mar. 31.05.2022 08:45 à 11:45
  • mar. 07.06.2022 08:45 à 11:45
  • mar. 14.06.2022 08:45 à 11:45
  • mar. 21.06.2022 08:45 à 11:45
  • mar. 28.06.2022 08:45 à 11:45
  • jeu. 30.06.2022 08:45 à 11:45
  • mar. 05.07.2022 08:45 à 11:45
  • jeu. 07.07.2022 08:45 à 11:45
  • mar. 12.07.2022 08:45 à 11:45
  • mar. 20.09.2022 08:45 à 11:45
  • mar. 27.09.2022 08:45 à 11:45
  • jeu. 29.09.2022 08:45 à 11:45
  • mar. 04.10.2022 08:45 à 11:45
  • mar. 11.10.2022 08:45 à 11:45
  • mar. 18.10.2022 08:45 à 11:45
  • mar. 25.10.2022 08:45 à 11:45
  • jeu. 27.10.2022 08:45 à 11:45
  • mar. 08.11.2022 08:45 à 11:45
  • mar. 15.11.2022 08:45 à 11:45
  • mar. 22.11.2022 08:45 à 11:45
  • jeu. 24.11.2022 08:45 à 11:45
  • mar. 29.11.2022 08:45 à 11:45
  • mar. 06.12.2022 08:45 à 11:45
  • jeu. 08.12.2022 08:45 à 11:45
  • mar. 13.12.2022 08:45 à 11:45
  • jeu. 15.12.2022 08:45 à 11:45