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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. Wealth Management is a comprehensive service that goes beyond investing and provides an individual with advice based on their financial position.

Banking 78
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Mergers & Acquisitions: The Importance of Creating a Shared Culture

Organizational Talent Consulting

Culture is acutely critical during notable changes, such as M&As, which offer an opportunity for a renewed start on culture. When two organizations combine through mergers and acquisitions for economic reasons, it is doubtful that the two cultures will remain precisely the same.

Culture 52
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What is consulting?

Tom Spencer

For instance, financial consultants provide advice to organizations on financial matters. This might include advice on asset management, tax structuring, or capital structuring to reduce financing costs and sources of risk (e.g. Finance, HR, Supply Chain, ICT, Legal). liquidity risk, interest rate risk, default risk).

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Infosys Consulting Interviews & Culture

Management Consulted

Birthed in 2004 as a spin-off of Indian tech outsourcing behemoth Infosys Technologies, Infosys Consulting is quickly climbing the charts as an industry leader in IT Operations and Strategy consulting. IT Operations. Supply Chain and Operations Processes. Finance and Controlling Processes. SAP Operational Excellence.

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Cornerstone Research Interviews and Culture

Management Consulted

Specializing in economic, financial and market analysis, specifically for cases in litigation, Cornerstone Research touts itself as the one player major law firms turn to when navigating the obstacle course that is the American and European legal systems. Bankruptcy and Financial Distress Litigation. Financial Institutions.

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The Brattle Group Interviews and Culture

Management Consulted

Founded in 1990, The Brattle Group offers answers to economic, regulatory and financial questions posed by corporations, law firms and governments around the globe. In fact, The Brattle Group founders we convinced that by getting the firm culture just right, consulting could be the most fun way to make money. Regulatory finance.

Groups 100
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Internal Strategy: Lessons Learned (1 of 2)

Tom Spencer

I was one of the many that joined this movement to work at a large financial institution, specifically their Global Wealth & Asset Management (GWAM) Strategy team. From a cultural point of view, everyone was super easy to work with as teamwork was fundamentally embedded in everyone’s DNA from our previous careers in consulting.