"I have worked with Ayoob Rawat, Chartered Accountant for over 15 years and during that time, he has proved to be an invaluable addition to my team. Looking to protect my investments and looking after my tax affairs. Apart from his professional and friendly service, I have been particularly impressed with his knowledge of the investment world and how to support and protect investors. I have no hesitation in recommending Ayoob Rawat as a trainer to anyone looking to learn Private Wealth and Family Office Services."
"We are a family investment company in Israel and have been supported by Ayoob Rawat, Chartered Accountant for many years, Ayoob Rawat has predominantly supported my Family Office in terms of global reporting, liaising with banks and investment managers as well as monitoring the risk-return performance of our investments. He has been, without fail, professional, organized and carried out all tasks allocated to him. He also kept us informed by providing regular progress reports on our investment portfolio, keeping us up to date, even when often faced with very tight deadlines, I cannot recommend Ayoob Rawat highly enough and shall, without hesitation, continue working with him in the future. Training more professionals to support families and private clients will benefit offices like ours. "
"Training more professionals to support families and private clients will benefit offices like ours. The initiative to share the knowledge and experience on a broader scale can only help in wealth creation and protection and we wish them all the best in this project."
"World class training from a very professional Swiss organisation, assisted me to develop the tools and know-how to deal with and provide added value services to my existing clients. It also enhanced my skills, experience & confidence to attract and acquire new clients that I did not have access to previously."
>>An online 12 module course providing a step-by-step practical guide of how to become a Private Wealth & Family Office Practitioner. CHF2,400.
TOTAL COST: CHF 3,600
OFFER PRICE: CHF 2,400 [33% discount!]
A "Private Wealth & Family Office" (PWFO) is an individual or firm which provides independent, financial & non-financial services to (typically High & Ultra High Net Worth) individuals, families and organisations.
The core objective of a PWFO is to support the provisions of a holistic independent accounting service that supports clients’ wealth related decisions in:
This may involve working with investment advisers, custodians, and lawyers to ensure that the client has the most suitable products and services for their lifetime objectives
Here is an example of some typical PWFO services that have added 60% to the fee charged to an existing HNWI client.
Ayoob Rawat is an international Chartered Accountant with over 40 years' experience in banking and finance. He is the Swiss contact member for the Institute of Chartered Accountants (ICAEW) in England and Wales and was nominated its first Chairman for that Country's Association.
Over the last 25 years, he has safeguarded more than $30B in assets of Private Banking Families, Ultra and High Net Worth Individuals, Entrepreneurs and Private Clients first as CFO of Discount Bank and Trust Company Limited (now Union Bancaire Privée) then as a multi-family office.
He has been practicing as a specialist in Private Wealth & Family Office (PWFO), and this long and enriching experience in PWFO has inspired him to create courses and workshops that target a niche audience consisting of financial services, finance, and accounting professionals.
Upon successful completion of this course, a candidate is eligible to be granted membership to the prestigious Swiss Civil Code constituted association, which grants the Swiss Certified Label.