Wealth Management and Private Banking (MSIN0228)

Key information

Faculty: Faculty of Engineering Sciences
Teaching department: 果冻影院 School of Management
Credit value: 15

Restrictions: This module is restricted to students on the MSc Finance programme (TMSFINSING01).
Timetable

Alternative credit options

There are no alternative credit options available for this module.

Description

This module builds upon the knowledge acquired in core modules such as asset pricing and portfolio management but from a practical perspective. The objective is to apply the knowledge acquired to the real role of private bankers or wealth management professionals, focusing not only in risk management or portfolio performance but on the skills needed to build trust with high net worth customers.

The specific emphasis of this module will be on how to develop and grow client relationships that lead to an increase in the assets under management for any private bank or WM institution by identifying clients' financial needs and delivering returns while being able to manage risk accordingly.

Risk free rates, equity risk premium and markets efficiency will be covered from a practical perspective, to understand how today's Wealth Managers deal with current challenges.

Module deliveries for 2024/25 academic year

Intended teaching term: Term 3 听听听 Postgraduate (FHEQ Level 7)

Teaching and assessment

Mode of study: In person
Methods of assessment: 100% Coursework
Mark scheme: Numeric Marks

Other information

Number of students on module in previous year: 88
Module leader: Paul Meadows
Who to contact for more information: mgmt-postgraduate@ucl.ac.uk

Last updated

This module description was last updated on 8th April 2024.

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Useful links

Sustainability

For a list of modules related to climate change as well as social and environmental sustainability at 果冻影院, type 'climate' or 'sustainability' into the search. Visit Sustainable 果冻影院 for information on extra-curricular activity on sustainability.

Important information

The catalogue has been updated with key information about the modules that will run during the 2024/25 academic session. Current and prospective students can browse through the catalogue to consider possible module choices for the coming year.

Please note,听information in the catalogue is听subject to change as teaching and assessment arrangements for 2024/25 may need to be adjusted in line with the University's Feedback and Assessment principles and operating model.

Centrally managed exam durations will be provided on students' individual exam timetables. Arrangements for locally managed exams and in-class activity will be confirmed by the teaching department for the module.

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