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Private Banking and Wealth Management

An Interactive 5-Day Training Course

Private Banking and Wealth Management

How to Acquire, Protect and Preserve Wealth

NASBA
Classroom Schedule
Date Venue Fees
08 - 12 Jun 2026 Dubai $ 5,950
07 - 11 Sep 2026 Dubai $ 5,950
Online Schedule
Date Venue Fees
07 - 11 Sep 2026 Online $ 3,950

Course Summary

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.

This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

This GLOMACS training course will highlight:

  • Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
  • The major classes of investments & their characteristics
  • How to protect wealth & reduce risk?
  • How to evaluate investments and portfolio performance?
  • How to ensure your wealth can be passed on to your dependents?
Course Outline
Day 1

An Overview of Private Banking & Wealth Management

  • Private Banking and Wealth Management Compared
  • The Roles & Scope of Private Banking & Wealth Management
  • The Private Banking and Wealth Management Market
  • Establishing & Maintaining Client Relationships
  • Maximising Return for both Client and Bank
  • Minimising Risk for both Client and Bank
Day 2

Investment Planning

  • Major Investment Decisions/Determining your Investment Objectives
    • Liquidity
    • Income
    • Growth
    • Risk Reduction
  • Preparation of a Client Profile
  • An Introduction to the Major Classes of Investments & their Characteristics:
    • Physical Assets: Property, Gold, Currency etc
    • Financial Assets: Shares, Bonds, Collective Investments & Derivatives
  • Financial Institutions, Financial Advisors & Financial Analysts
  • Markets, Market Efficiency and Market Volatility
  • The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors
Day 3

Protecting Wealth & Reducing Risk

  • Risk v Return – the Risk-Return Trade-Off
  • Measuring Risk – Beta, Standard Deviation, Market Volatility
  • Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
  • Protecting against Exchange Rate Risk in relation to:
    • Transactions and Translation of Assets
  • Investment Strategies in Bull & Bear Markets
  • Life Assurance & Assurance Related Investments
Day 4

Evaluating Investments and Portfolio Performance

  • Financial Analysis
    • Fundamental Analysis
    • Technical Analysis
  • Financial Statements Analysis to identify investments
  • Investment Ratio Analysis
    • EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
  • The Capital Asset Pricing Model (CAPM)
    • Estimating the Return required for the Risk taken
  • Enron – a warning to any investor
  • Evaluating Portfolio Performance
    • Jensen
    • Traynor
    • Sharpe
Day 5

Passing on Wealth

  • Retirement Planning - Pensions & Annuities
  • The Risks of Distributing Wealth
  • Life Expectancy & Wills
  • Estate Planning
  • Tax Planning & Inheritance Tax (where applicable)
  • Trusts
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates. Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

KHDA
NASBA

In Association With

Options & Brochure

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

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Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email info@glomacs.sa . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at info@glomacs.sa

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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