Singapore University of Social Sciences

FIN523 Wealth Management and Investment Products focuses on the “tool box” needed by a wealth manager to provide effective ways to manage family wealth. The “tool box” allows the wealth manager to provide a wide array of investment products in the global markets that can be carefully applied to form the optimal investment portfolio given the risk appetite of investors. The instruments and products taught range from instruments to protect, grow and transfer family wealth to various investment products in fixed income, insurance, trusts and funds, structured products, alternative investments, and real assets available in international markets. Besides providing an in-depth understanding of the products and their characteristics, how they are structured, and their risk and return profile, emphasis will also be placed on understanding their relative advantages and limitations, and how they could be used to add value such as diversification effect to an investment portfolio. Overall, the course is aimed at providing wealth management professionals with comprehensive product knowledge in order to enable them to provide effective investment solutions and client advisory.