$200.00 per hour

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PWFO Coaching Offer

The 'Private Wealth & Family Office Association' provides you with 1 hour coaching with the relevant approved coach.

 

Topics can be and not limited to the below areas:

  • KYC
  • Risk Profiling
  • Portfolio Rebalancing
  • Matching Analysis
  • Recording, Monitoring & Controlling
  • Asset Management
  • Softskills
  • Sales & Marketing