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I. Introduction

• Risk and risk management
• Types of risk in financial services
• Basics of risk management
• Risk management in private banking

II. Risk and Portfolio Management

• Methods of portfolio management
  • Active management
  • Passive management
  • Alternative management
• Risk and portfolio types
  • Growth portfolio
  • Diversified portfolio
  • Conservative portfolio
  • Short-term portfolio
• Market risk and portfolio performance
  • Impact of equity risk
  • Impact of interest rate risk
  • Impact of currency risk
  • Impact of commodity risk
• Measuring and managing market risk
  • Value at risk (VaR)
  • Stress testing
  • Backtesting and scenario analysis
• Liquidity risk and portfolio performance

III. Credit Risk in Private Banking

• Credit risk in lending activities
• Credit risk in investing
  • Default risk
  • Downgrade risk
  • Spread risk

• Counterparty risk
• Measuring and managing credit risk
  • Expected loss (EL)
  • Unexpected loss (UL)
  • Credit VaR

IV. Operational Risk in Private Banking

• Back-office operations in private banking
• Causes of operational risk and private banking
  • Internal processes
  • People
  • Systems
  • External events

• Operational risk management cycle
  • Identify
  • Assess
  • Mitigate
  • Monitor and report

V. Trends in Risk Management and Private Banking