What do traders and trade support pros do?

September 21, 2009 | Comments Off on What do traders and trade support pros do?

Many successful investment bankers know little about investment banking when they first apply for the jobs. The training programs offered by the banks are often enough to introduce newbies to the complex world of finance and transform them into professionals. Despite the fact that candidates often know little about the inner working of investment banks, […]

Private banking due diligence checklist

July 11, 2009 | Comments Off on Private banking due diligence checklist

Before you open an account with an advisor, make sure you conduct your own due diligence and know the answers to the key questions on topics such as conflicts of interests and fees. This special due diligence checklist has been created to help you understand your risk. Private Banking Due Diligence Checklist (pdf)

How the private banking industry is changing

July 7, 2009 | Comments Off on How the private banking industry is changing

For most investors and financial professionals, 2009 is a year to remember. The collapse of Lehman brothers, the conviction of Michael Madoff, the massive layoff within the industry and the dramatic drop in equity value make 2009 a year to remember, for all the wrong reasons. Two Harvard Business School professors, Michael Porter and Jan […]

Article Summary: “Just in time strategy” by Bryan

December 2, 2008 | Comments Off on Article Summary: “Just in time strategy” by Bryan

This is a summary I have written for Bryan’s article “Just in time strategy”, originally as part of my Harvard Innovation and Business Transformation class assignment. Corporate strategy can be viewed as a portfolio of initiatives. Companies can earn high returns relative to the risk taken by adopting the “portfolio of initiatives” approach, and only […]