Experience, knowledge and skills
The 7city faculty is built upon our professional experience as PWM advisors and clients. We train what we have practiced. For more than 10 years, we’ve worked successfully with 8 out of the top 10 global PWM firms in every major private client centre, from New York to Singapore. Our clients trust us to deliver what they need.
We are able to share our knowledge of the private client and the service offering. For example, when we cover structured products, we share our insight into how they are structured, unwound, packaged for tax efficiency and why, when and which products should be offered dependent on client profile and the market environment.
Collectively, we have over 40 years’ experience of working directly with private clients and within PWM firms, developing the skills set needed to succeed in the PWM market. We never train in an ivory tower and we maximise the use of practical case studies. We understand the criticality of focusing on the private client and our training is built upon the importance of the relationship management aspects of PWM.
Global presence, local awareness
What we offer
- New hire and new product training and development
- CISI Certificates
- CISI International Qualifications
- Masters in Wealth Management
- Investment Advice Diploma
- IOC (formerly IAQ)
- CISI Diploma
- Technical Finance Training
- Management and Personal Development
- Corporate Solutions
- Industry Resources
- About 7city
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- Contact Us