Master of Wealth Management

In this course, students are expected to apply the core investment, valuation and portfolio theories, analytical/advisory tools and asset management knowledge, including risk management and regulatory compliance, into analyzing asset and private wealth management business cases. The classroom lectures will use various case studies to illustrate the different areas of issues identified as well as capturing the most contemporary trends of the wealth management industry. Students are expected to challenge the dynamics of the cases and form an analytical framework in approaching the issues. The classroom lectures aim to provide insights to the students and guide them through their thinking and analytical ability in tackling the project assignments. As this is a Capstone course focusing on application of essential knowledge of technical and business skills, students are expected to do research/analysis on assigned/selected topic, individually for the mid- term project and in groups for the final-term project. The project(s) will be based on a case, students are expected to come up with recommended investment strategies with strategic asset allocation and tactical strategies in light of client’s investment objectives, client’s profile, suitability requirements, global investment outlook and risks dynamics. Furthermore, various business aspects (such as product development, sales, distribution, marketing and operations) should also be taken into account.