Corporate Finance And Wealth Management

TEMPLE Advisory Senior Advisors’ specialist background and expertise in Corporate Finance and Investment Management provides the firm with an unmatched advantage in the provision Corporate Finance and Investment Management Learning Programs. TEMPLE Corporate Learning offers a variety of courses for talent at various levels working in the Finance function,  Corporate Finance and Investment Management businesses.

  • Private Banking
  • Best Practices In Investment Advisory
  • Risk Management in the Investment Process
  • Financial Leadership And Strategy
  • Valuation and Fund Raising
  • Financial Analysis
  • Finance for Non-Finance Executives
  • Ethics in Investment Management
  • Budgeting And Cost Control
  • Capital Budgeting and Investment Appraisal
  • Corporate Governance

TEMPLE Advisory provides advice to firms in the industry and assist them to develop robust process and culture leading to the provision of sound financial advice and efficient management of funds.

Related Advisory Services include:

  • Wealth Management
    • Drafting of Investment Policy Statements
    • Design of Investment Management Process and Governance
    • Risk Assessment
    • Evaluation of Portfolio Management Processes
    • Investment Management Assessment and Selection
  • Corporate Finance
    • CFO Support Services
    • Investment Appraisal
    • Valuation
    • Investor Communication and Outreach
Investor Communication and Outreach