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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. Distribution Channels The wealth management landscape consists of a range of distribution channels, ranging from high touch (i.e.,

Banking 78
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Oliver Wyman interview preparation: the inside story

Management Consulted

After building a successful model in financial services, Oliver Wyman expanded to offer pure strategy consulting services to non-financial services groups and now has 2 internal divisions that operate relatively independently. Retail and Consumer Products. Retail and Business Banking. Corporate and Finance and Advisory.

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BearingPoint Interview Preparation – Mystery or History?

Management Consulted

However, today BearingPoint is emerging as a player in the operations and technology scene, especially in Europe, and has re-established an impressive growth trajectory. Now, BearingPoint is operated as a Netherlands-based partnership which consisted of 120 partners in 14 countries throughout Europe. Supply Chain & Operations.

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Conversation with Marakon

Tom Spencer

Alex Formstone: In London we have three main verticals: consumer and retail, oil and gas, and financial services. You would be expected to manage the junior client interactions for example working with the finance or marketing team, and be given opportunities to present work to senior business leaders. How do you work with clients?

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How One Startup Developed a Sales Model That Works in Emerging Markets

Harvard Business

This seemingly banal transaction speaks volumes to the power of how established retail has pervaded our everyday experience in the United States. Customers have myriad channels to discover new products and shop at outdoor gear retailers to explore, evaluate, and choose what they need. I am the cofounder and CEO of BioLite.

Sales 28
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More Universities Need to Teach Sales

Harvard Business

Compared to professions like engineering or business disciplines like Finance or Operations, the concept of a dedicated salesperson is relatively recent. ” As Walter Friedman documents in Birth of a Salesman , sales wasn’t seen as a function that required specialized training or education until well into the 20 th century.

Sales 28
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Hard Questions on Our Transition to Driverless Cars

Harvard Business

thanks to a mature infrastructure and, thus far, supportive regulatory environment, is at the forefront, and driverless technology is undergoing real-world, large-scale testing to train machine learning algorithms. How can we finance fleets through leasing and/or mobility securitization? What will our retail footprint be?