NoScript Tracker
Register Customised training
This training is offered in the form of face-to-face training.
Catalog

Wealth Management in Luxembourg

Banking

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
Public cible

The training programme is designed for junior private bankers, Family Offices’ staff or persons having worked for a few years in a banking environment and wishing to reorientate their career in private banking. 

Conditions

Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
Calculate the itinerary

Sessions and schedules

Duration 1H

Location Chambre de Commerce Luxembourg

  • Tue 19.11.2024 08:45 to 11:45
  • Thu 19.12.2024 08:45 to 11:45
  • Tue 07.01.2025 08:45 to 11:45
  • Tue 14.01.2025 08:45 to 11:45
  • Tue 21.01.2025 08:45 to 11:45
  • Tue 28.01.2025 08:45 to 11:45
  • Thu 30.01.2025 08:45 to 11:45
  • Tue 04.02.2025 08:45 to 11:45
  • Tue 11.02.2025 08:45 to 11:45
  • Tue 25.02.2025 08:45 to 11:45
  • Thu 27.02.2025 08:45 to 11:45
  • Tue 04.03.2025 08:45 to 11:45
  • Tue 11.03.2025 08:45 to 11:45
  • Tue 18.03.2025 08:45 to 11:45
  • Tue 25.03.2025 08:45 to 11:45
  • Thu 27.03.2025 08:45 to 11:45
  • Tue 01.04.2025 08:45 to 11:45
  • Tue 22.04.2025 08:45 to 11:45
  • Fri 25.04.2025 08:45 to 11:45
  • Tue 29.04.2025 08:45 to 11:45
  • Tue 06.05.2025 08:45 to 11:45
  • Tue 13.05.2025 08:45 to 11:45
  • Tue 20.05.2025 08:45 to 11:45
  • Thu 22.05.2025 08:45 to 11:45
  • Tue 27.05.2025 08:45 to 11:45
  • Tue 03.06.2025 08:45 to 11:45
  • Tue 10.06.2025 08:45 to 11:45
  • Tue 17.06.2025 08:45 to 11:45
  • Tue 24.06.2025 08:45 to 11:45
  • Thu 26.06.2025 08:45 to 11:45
  • Tue 01.07.2025 08:45 to 11:45
  • Tue 08.07.2025 08:45 to 11:45
  • Thu 10.07.2025 08:45 to 11:45
  • Tue 15.07.2025 08:45 to 11:45
  • Tue 16.09.2025 08:45 to 11:45
  • Tue 23.09.2025 08:45 to 11:45
  • Thu 25.09.2025 08:45 to 11:45
  • Tue 30.09.2025 08:45 to 11:45
  • Tue 07.10.2025 08:45 to 11:45
  • Tue 14.10.2025 08:45 to 11:45
  • Tue 21.10.2025 08:45 to 11:45
  • Tue 28.10.2025 08:45 to 11:45
  • Thu 30.10.2025 08:45 to 11:45
  • Tue 11.11.2025 08:45 to 11:45
  • Tue 25.11.2025 08:45 to 11:45
  • Thu 27.11.2025 08:45 to 11:45
  • Tue 02.12.2025 08:45 to 11:45
  • Thu 04.12.2025 08:45 to 11:45
  • Tue 09.12.2025 08:45 to 11:45
  • Thu 11.12.2025 08:45 to 11:45
  • Tue 16.12.2025 08:45 to 11:45
  • Thu 18.12.2025 08:45 to 11:45