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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., clients can purchase iShares on the RBC Wealth platform).

Banking 78
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Consulting 101: Operations, Hierarchies, and Types of Firms

Tom Spencer

Learning how consulting firms operate can help you better understand what you would do as an analyst. Your business just launched a new product and needs to market it. Market trends have changed, and you want to make sure the product will reach the correct target customer. How do Consulting Firms Work? Consulting Firm Structure.

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Human Resources Management – How to Get Started

Tom Spencer

Human resource teams are critical to the growth of a company since employees typically represent both the biggest operating expense and largest off-balance sheet asset for most businesses. If you are early in your career, you may be engaging a lot with recruiters. Within HR management, there are three main functions to be aware of.

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Bulger Partners – Strategy Consulting for the Software Economy

Management Consulted

What makes Bulger Partners even more unique among consulting firms is the fact that the firm houses Strategy Consulting and Investment Banking arms under the same roof, and even has a small PE fund. Chris sold his prior firm to Bank of America for $1B, and found that he missed advising tech companies.

Software 165
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Oliver Wyman interview preparation: the inside story

Management Consulted

They seized this opportunity to establish a firm that would help firms gain clarity about their business models, products, and clients and then advise them by creating long term strategies. The firm offers consulting services including strategy, operations, risk management, organizational transformation, and leadership development.

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Bulger Partners – Strategic Advisers to the Software Economy

Management Consulted

What makes Bulger Partners even more unique among consulting firms is the fact that the firm houses Strategy Consulting and Investment Banking arms under the same roof, and even has a small PE fund. The firm also brought on technology executive and entrepreneur Jeffrey Vogel to build the consulting operations as Head of Strategy Consulting.

Software 100
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Bulger Partners – Strategic Advisors to the Software Economy

Management Consulted

What makes Bulger Partners even more unique among consulting firms is the fact that the firm houses Strategy Consulting and Investment Banking arms under the same roof, and even has a small PE fund. The firm also brought on technology executive and entrepreneur Jeffrey Vogel to build the consulting operations as Head of Strategy Consulting.

Software 100