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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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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 vs Asset Management Many people interchangeably use the term asset and wealth management.

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PPP in India: Developing a Resilient Health Infrastructure

Tom Spencer

India, a developing country, has its challenges in delivering excellent public health infrastructure. As a result, there has to be integrity when it comes to managing operational, human, and financial assets. A PPP project may involve revamping infrastructure, training staff, developing new technologies, or building resources.

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Generating Value While Transforming Insurers’ Legacy Technology

BCG

For insurers that are considering a digital transformation of their business, technology is at the heart of the endeavor. Forward-looking insurers first need to alter their approach. See, for example, “Digitizing Customer Journeys and the New Insurance IT Model,” BCG article, August 2016.) Article Thursday, December 08, 2016.

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How the Financial World Adapts to Climate Change

Tom Spencer

You are likely to receive a question at your upcoming job interview, which assesses to what extent you are up-to-date with the latest business developments, and also requires you to reflect on that knowledge with regards to a major social-political issue. Green Finance. Resilience Bonds.

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Ten Factors to Consider Before Jumping into Independent Consulting

Successful Independent Consulting

Money management · Cash flow – This is probably the hardest part about being self-employed, especially if you are going to work with large companies. A lot of consulting boils down to contracting effectively (clarifying scope and estimated effort), managing expectations, and being an exceptional listener.

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Supplement Your Consulting Pipeline by Subcontracting

Successful Independent Consulting

They do the contracting paperwork, carry the insurance, do the invoicing and collections, and even handle your income tax payments so you can focus on doing the work. Some companies provide access to group health insurance so it may be worth subcontracting just to get access to a better/cheaper health plan.