This course provides students with a foundational understanding of wealth management, covering key principles such as portfolio management, managing client relationship, risk management, tax strategies, and emerging trends in wealth management, among others. Students will explore the role of wealth managers in helping ultra-high-net-worth individuals (UHNWIs) and families achieve financial security and long-term wealth preservation. The course integrates theoretical concepts with practical applications, equipping students with the skills necessary to navigate the complexities of financial markets and wealth advisory services.