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The private wealth management marketplace is becoming ever more dynamic and complex. Meeting the needs of increasingly sophisticated private clients in a turbulent investment environment challenges all private wealth managers. Private wealth management is a people industryMany of the challenges facing the PWM market relate to the human capital management and people development.
7city has gained substantial experience of helping clients address the training and development aspects of these challenges, working with clients across the globe and over a wide range of scope in business and investment service offering. Whether you need help with global product launches or induction of sophisticated lateral hires, you can be confident that we will work towards meeting your needs. We understand your market and your clients. How we can helpOur clients tell us they want practical focused training which reflects the commercial imperatives of their marketplace. We have structured ourselves to deliver just that. Our approach is about ensuring delegates not only understand the technicalities but are able to communicate their ideas and advise clients, external and internal, in a best practice manner. For examples click on the sample case studies to the right. |
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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.
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Global presence, local awareness
Private clients often want the reassurance of global size and capabilities, delivered by people sensitive to local needs. In response, 7city has a global presence (with offices in New York, London, Dubai and Singapore) with local PWM experience, based in each location. Each of our trainers has worked with private wealth management organisations and high net worth individuals within and beyond these PWM centres. We understand the nuances of the client engagement approach in Kuwait and London. We appreciate the different sensitivities of providing discretionary investment advice in Hong Kong and New York.
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Commercial focus
Where we can assist, we seek to understand your strategy, target our work to your desired results and assist in the resolution of current business challenges. We build and deliver solutions tailored to your specific needs, taking into account local requirements, the degree of complexity, experience and resource constraints. We ensure our courses and training collateral are based on your client offering and services, and we use the language and terminology specific to your target audience to ensure that what we deliver is consistent with your brand and resonates with your people.
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What we offer
- New hire and new product training and development
- Continuous Professional Development (CPD) training and resource
- Professional and relationship management skills development
- PWM training and development consultancy