Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

Management 98

Management Investment Advice Investors Capital Market 98

CNBC: Investing

JULY 7, 2025

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Investment 72

Investment S&P Stock Media 72

CNBC: Investing

JULY 14, 2025

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

64

64

Razorpay

DECEMBER 15, 2024

Private banking services may differ from one bank to another but here are the main services provided by private banks: Wealth Management and Investment Advice Private banks provide comprehensive wealth management services, such as customised portfolio management, global asset allocation, and financial planning services.

Banking 52

Banking Bank IT Management 52

CNBC: Investing

JUNE 9, 2025

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock 59

Stock Investment S&P Media 59

CNBC: Investing

JUNE 16, 2025

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only.

Stock 50

Stock Investment Media Finance 50

Mergers and Inquisitions

OCTOBER 2, 2024

There are twists and turns on a story level, but most events are “surprising” rather than “shocking.” To illustrate, I’ll describe an event from midway through Season 1. My best answer is, “It gives you a good flavor of life at a bank, but don’t interpret the events too literally.” Many details are accurate (e.g.,

Investment Banking 102

Investment Banking Banking Bank Investment 102