Welcome to our CFA EduBlog:

The Learning and Knowledge Zone for CFA candidates in Mauritius

Hosted by Irshad JACKARIA 
(BCom [Hons], Dip INV, MSc, MCIPS, CFA)

CFA - A Difference that Matters™

PRIVATE BANKING: A STEPPING STONE TOWARDS WEALTH MANAGEMENT

Irshad JACKARIA

Summary: The “Banking and Financial” industry worldwide is experiencing a renaissance, with changes in its financial and non-financial fundamentals. Bankers in most parts of the world have been experiencing tough times, since the financial crisis of 2007-2008. In Mauritius, we are at the culmination of an era with the end of the Conventional Banking cycle. And, now, we will need to enhance our professionalism, level of customer care, and product and services range in order to enter the next phase of our development. At term, we want to be recognised as a prestigious destination, of international renown, for, amongst others, private banking, investment banking and wealth management ...

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