Asset Allocation and Wealth Management Business

FIN541 Asset Allocation and Wealth Management Business starts with a review of the latest emerging global trends and developments in wealth management industry as a result of economic development, government policies and international capital flow with special mention of the impact from digital technology. The course investigates the needs for wealth management for high net worth individuals to family businesses and how these needs can be met by carefully developed wealth planning approach. The need for traditional family businesses to transform their structures and management in order to sustain and expand their business will be discussed. The course discusses the process of portfolio design and implementation in private wealth management that reflect the complexities of the investor�s unique circumstances. This discussion incorporates the current best practices and thoughts on investment management including the emerging trends of using financial technology to improve the portfolio design and execution and sustainable, responsible and impact investing (SRI). The course shares how to pick individual assets to form a good portfolio. Overall, the course is aimed at providing the wealth management professionals with the entire value chain of private wealth management - from asset allocation, portfolio construction and management techniques to analysing and selection of individual assets like stock, and introducing best practices within each part of the chain.

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