Hansa FinCon OY


We provide training on following topics:
Private Banking
Wealth Management
Family Offices
HNWI and UHNWI advisory practices
Insurance and Bank assurance
Distribution Channels
Market entry
CIS Markets
Financial Conduct and regulatory practices
Special requirements for customer service
Anti-money Laundering and KYC procedures
Alternative Investments
Effective approaches and new ways of development
Essential products and services for HNWI
Opportunities for international co-operation
Marketing Strategies in Private Banking
Insurance programs for wealthy clients
Monitoring clients finances and pro-active sale activity
Client reporting
Maintenance of the capital stability
Formation of a balanced portfolio
Risk management
International banking and asset management

For every Best Practice seminar, we select specific topics of interest based on the requirements. We prepare the programs and the sessions, provide briefings to participants to present best practices, and facilitate the sessions.

Seminars are organized in Germany, Switzerland, Belgium, UK, Spain, Russia, Azerbaijan, Kazakhstan and Austria.