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Sep, 20, 2006 News Release Main Page
Genesis announces the launch of its Wealth Management Practice
 

Boston, September 20, 2006 - Genesis is pleased to announce the launch of its Wealth Management practice for institutions active in private banking, with a training curriculum covering the areas of Client Advisory/Investment Planning, Offshore Fiduciary Structuring, Risk Management, and Confidentiality & Compliance.

The Wealth Management Practice will be headed by David Barnes. David has developed his international private banking expertise over more than 30 years as an executive in major financial institutions including Citibank Private Bank, Chase Manhattan Private Bank and Coutts Bank.

“Private Banking/Wealth Management is currently a growth business globally, and one of the fastest growing areas of financial services. As clients grow more demanding and sophisticated, it will be crucial for international private banking institutions to offer the right products to the right clients”, says David Barnes. The WM curriculum will allow Genesis to help its clients achieve greater levels of performance in their private banking operations.

As with all Genesis’ training, Wealth Management courses will be custom designed to the needs of each financial institution, with a focus on making sessions interactive and creating real-life situations through case studies, role plays and simulations.

Genesis will also leverage its Compliance expertise to deliver courses that are tuned to today’s demanding international regulatory environment.

 
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