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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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Upgrade your Legacy System without Disrupting your Project-based Organization

Progressus

According to the United States Government Accountability Office , ten of the government’s legacy systems cost approximately $337 million annually to operate and maintain. To ensure the project stayed on track with strong governance, the client put together a change management team.

System 52
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How Companies, Governments, and Nonprofits Can Create Social Change Together

Harvard Business

A significant majority of citizens want changes to how society governs itself —and therefore how problems get solved—and also changes to the corporate status quo. Capital markets, as a whole, are also moving in this direction. In turn, this will foster better social outcomes and create new markets and consumer segments.

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7 Critical Success Factors for Project Based Firms to Consider in 2024

Progressus

The Power of Unity Firms need real-time insights into the entire business – finance, project accounting, sales, everything – otherwise multiple versions of the truth will start showing up in budgets, estimates, and forecasts. Are compliance/governance rules working? Do you provide hands-on skills training? Market trends?

Agile 52
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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. The Brattle Group is now considered one of the European Union’s top consulting firms in the areas of energy, finance and competition. Regulatory finance.

Groups 100
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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. Corporate and Government Investigations. Corporate Governance. Accounting.

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Oliver Wyman interview preparation: the inside story

Management Consulted

Oliver Wyman’s CEO, John Drzik, states that the long-term aspiration is to be recognized widely in the market as the gold standard in consulting. And, of course, their claim to fame, Financial Services , is broken down into even more practices including: Finance and Risk. Corporate and Finance and Advisory.