University Course Planner The University of Adelaide Australia

CORPFIN 6013 - Wealth Management in Asia

Career: Postgraduate Coursework
Units: 3
Term: 4220
Campus: North Terrace
Contact: Up to 3 hours per week
Available for Study Abroad and Exchange: No
Available for Non-Award Study: Yes
Pre-Requisite: CORPFIN 7005
Incompatible: CORPFIN 6004
Assessment: Exam/assignments/tests/tutorial work as prescribed at first lecture
Syllabus:

This course is taught by both academic and industry instructors and focuses on the Wealth Management industry in the Asia Pacific region. It explores the needs of high net worth investors and the asset classes that they invest in. It examines diversification of risk management and portfolio performance measurement. The vital importance of asset allocation, both strategic and tactical are explained and workshopped. The rapid growth of private banking and family offices are explored in detail. Private Banking is an exclusive subset of wealth management. We will examine traditional services offered by private banks as well as the newer solutions in this space. Emphasis will be placed on understanding the client segmentation strategies of private banks in Asia. In addition, we explore the needs, behaviours and investment strategies of the HNW and UHNW clients with a focus on China, Singapore, Hong Kong, Australia and India, that the Private Banks seek to serve with such solutions.

Course Fees

To display course fees, please select your status and program below:

Student Status

Domestic
International

What type of place are you studying in

Commonwealth supported
Full fee paying

Study Level

Undergraduate
Postgraduate Coursework
Non Award

Program of Study

Study Abroad student tuition fees are available here

Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information.

The fees displayed below for international students are for students commencing a program in 2024 only. International students who commenced a program in 2023 or prior can find their fee here.

Units
EFTSL
Amount
3
0.125
          
  


Course Outline

A Course Outline which includes Learning Outcomes, Learning Resources, Learning & Teaching for this course may be accessed here


Critical Dates

Term Last Day to Add Online Census Date Last Day to WNF Last Day to WF
4220 Mon 08/08/2022 Wed 17/08/2022 Fri 16/09/2022 Fri 28/10/2022


Class Details

Enrolment Class: Tutorial
Class Nbr Section Size Available Dates Days Time Location
21370 TU02 25 FULL 26 Jul - 13 Sep Tuesday 3pm - 4pm MyUni, OL, Online Class
4 Oct - 25 Oct Tuesday 3pm - 4pm MyUni, OL, Online Class
21371 TU01 25 FULL 26 Jul - 13 Sep Tuesday 2pm - 3pm MyUni, OL, Online Class
4 Oct - 25 Oct Tuesday 2pm - 3pm MyUni, OL, Online Class
Automatic Enrolment Class: Lecture
Class Nbr Section Size Available Dates Days Time Location
29077 LEC0 50 FULL This class does not have any timetabled face-to-face sessions. Please check MyUni or contact your Course Coordinator for details.