Overview
Develop the skills to manage wealth, investment and risk on a global scale.
The modern financial sector is dynamic, data-driven and global – with innovation driving wealth creation and economic progress. This highly specialised course provides you with the analytical tools and professional insight to excel in private banking, portfolio management and financial advisory, while balancing opportunity with responsibility.
You'll experience
- Tailored learning: developing skills in private banking and wealth management
- Quantitative excellence: train to the highest level in analytics and risk management
- Professional recognition: accredited by the Chartered Management Institute
- CFA aligned curriculum: preparing you for industry certification and career success
- LSEG Workspace license: access live data and trading tools with expert training
- Trading bootcamps: join an immersive 8-week simulation delivered by AmplifyMe
- Inclusive study trips: build your leadership skills on a three-day UK residential
- A prime location: immerse yourself in the world centre for investment and banking
Why Regent’s?
Discover more about what makes Regent's special.
What to expect
This course provides you with the knowledge, technical expertise and personal skills to thrive in global finance, investment management and private banking. You'll explore how wealth is built, managed and preserved across changing markets, and combine advanced financial theory with practical, hands-on learning.
You’ll study portfolio diversification, asset allocation, risk management and alternative investments, alongside client relationship management, taxation and ethical financial planning – preparing you to work confidently with high-net-worth individuals and institutions.
Classes simulate real-world financial environments, giving you access to platforms such as LSEG Workspace (ex-Refinitiv Eikon) and Datastream to analyse markets, test strategies and evaluate portfolios using industry recognised tools.
In your second term, you’ll join an immersive five-week trading bootcamp with industry experts at AmplifyMe – gaining practical experience and the opportunity for additional diploma qualifications. You’ll also take part in a three-day UK trip designed to enhance your leadership and teamwork skills through hands-on collaboration.
Industry access is embedded throughout – with guest lectures, workshops and networking events connecting you to professionals from leading firms like J.P. Morgan, Barclays, BlackRock and Goldman Sachs.
You’ll graduate a confident, ethical and globally minded professional – ready to navigate the complexities of modern finance and deliver lasting value.
London-centric learning
Studying in the heart of London, you’ll gain exposure to one of the world’s most dynamic centres for investment and banking – connecting you with financial networks, global institutions and expert professionals. Previously, students have:
- Joined guided tours around the City of London
- Attended ESG investment workshops and team building exercises at the Centre for Alternative Technology (CAT)
A tailored experience
We put you in the driving seat, making sure you have access to all the support and opportunities you need. You’ll benefit from:
- Your own support officer: receive tailored advice and support when needed
- Academic guidance: benefit from regular one-to-one attention
- Flexible modules: personalise your course with a choice of elective modules
- Additional language classes: prepare for domestic and international opportunities
Additional qualifications
This course is accredited by the Chartered Management Institute (CMI) – allowing you to register for an additional professional qualification. Registering with the CMI gives you access to a range of opportunities, detailed below, and means (if successful) you’ll gain a Level 7 Diploma in Strategic Management and Leadership Practice.
This can fast-track your professional development – helping you to quickly become a Chartered Manager (CMgr).
- Mentorship from a member of the CMI
- Activities accredited for Continuing Professional Development
- A variety of CMI events with networking opportunities
- Consultations with specialist advisers to develop your career
- A vast library of the latest research and thinking
Please note, this is an opt-in arrangement and isn't automatic. You’ll be invited to a seminar in your first few weeks, that provides more information and enables you to register, if you wish.
Download course specification.