Dynamique products and services help wealth managers make sense of today’s rapidly changing international and domestic financial markets. Technical workshop sessions continue to appeal to wealth management firm stakeholders, regulators, trustees, professional investors, investment banks, global custodian banks, investment consultants, lawyers, and fund managers.

The Dynamique range is constantly reviewed and updated. We check daily for risk events and adjust the Continuing Professional Development (CPD) accordingly. Click here for our wholesale investor selection.

Sessions are either closed client centric, held at venue of clients’ choosing or open public where many firms come together to discuss, solve and share industry challenges under Chatham House rules. Content is delivered via interactive workshops, webinars, and discussion groups and on-line via third party e-platforms.

Please see our Contact Us page for your first port of call enquiry to request information on pricing, location, and customisation and delivery options.

Open public workshops are held in international and domestic premier locations and will go ahead depending on number of provisional registrations. Ideal number is around 10 attendees.

DYNAMIQUE ASSET, ADVISORY AND WEALTH  BUSINESS PERFORMANCE CLOUD CPD AND WORKSHOPS
Workshop and CPD title	A sample subject from a half-day workshop and CPD programme
Investment dealing/Best execution	How to keep trading costs as low as possible
Business performance	Revisit and realign your business practices : keep getting better
Foreign exchange and currency management	From FX basics, to managing currency exposures, hedging, FX as asset class, HFT and market behaviour
Alternative: Hedge funds	Structure, strategies, overlaying traditional asset classes, up-skilling traditional fund management skills
Exchange traded products	ETFs structure, risk, application (core satellite) portfolios, sponsors,replicaton weaknesses, factor smart beta
Non-investment risk	Ring fencing assets, checking liquidity, risk controls and if investment process works as it should
Client relationships	Managing client relationships is harder today than it has ever been. Only a few are really good at it
Client wealth asset management RFA standards	Ensure firms are meeting expected regulatory behaviour standards  to avoid censure