Asset Management Books Bulge Bracket 
The TRADE
OCTOBER 9, 2024
She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. Given the liquidity landscape can often be more sparse or difficult to navigate, the use of local brokers alongside the bulge brackets is something Willis thinks is essential to minimise market footprint.
Mergers and Inquisitions
JANUARY 10, 2024
However, the “sales shift” starts much earlier in wealth management , as it’s pretty much a sales job from Day 1 (with some analytical work mixed in). The first few years are very tough because you start from nothing – but if you build a decent book, the job gets easier since you’ll have consistent revenue from long-term clients.
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The TRADE
OCTOBER 18, 2024
Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.” This is an ongoing pattern that we suspect will continue for some time.”
Mergers and Inquisitions
APRIL 24, 2024
We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. However, you might be competitive for investment banking, asset management, or consulting roles, and a pre-MBA internship could help with those.
Mergers and Inquisitions
JANUARY 22, 2025
At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. public markets roles ( hedge funds , asset management , etc.), bulge bracket research team to startup PE firm).
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