Tom Spencer

JUNE 30, 2023

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78

Banking Management Real Estate Insurance 78

Tom Spencer

OCTOBER 13, 2023

In the previous article , we looked at how banks make money and how they must meet capital requirements. In this article, we will explore the importance of profitability ratios and valuation metrics that are crucial when analyzing banks. We will examine each in turn. That is, net interest income divided by assets.

Metrics 88

Metrics Banking Balance Sheet Efficiency 88

Tom Spencer

MAY 19, 2023

Surprisingly, one of the biggest revelations was how much we underestimated the importance of facilitating and how much of a central role it plays in our day-to-day work. Driving change’ is both a rational and emotional process and as consultants we need to balance both sides of the equation.

Groups 88

Groups Energy Exercises Tools 88

Business Consulting Agency

SEPTEMBER 5, 2023

This is where consulting services emerge as invaluable assets for companies and individuals striving for success in various domains. Consulting services provide a multifaceted approach to addressing complex challenges, optimizing operations, and achieving remarkable business results.

Consulting 52

Consulting Advertising ROI Operations 52

Tom Spencer

APRIL 15, 2022

This article continues on from Part 1 , in which I shared some of my experiences of working with an internal strategy team at a large financial institution, and some of the main projects and activities I undertook. In this article, we will explore the 7 main differences between internal strategy and management consulting.

Strategy 88

Strategy Strategy Strategy& Financial 88

Tom Spencer

JUNE 23, 2023

The hypothesis-based problem solving (HBPS) approach is a method employed by consultants to develop actionable recommendations for clients using a structured, evidence-based process. A problem statement is a statement that describes the goals of the client project clearly and concisely.

Analysis 78

Analysis Data Development Consulting 78

Management Consulted

AUGUST 1, 2013

Today, we are digging into a firm that prides itself on its entrepreneurial spirit. Oliver Wyman’s strategy consulting practice has made waves specifically in the financial services sector , and beyond as well. They have served Global 1000 clients over the past 40 years. Have an upcoming Oliver Wyman interview?

Oliver Wyman 201

Oliver Wyman Interviews Mercer NERA Economic Consulting 201