Accenture Capital Markets

SEPTEMBER 5, 2023

As firms build out their future wealth platform , this journey will include partnering with wealthtechs; investing in a robust data pipeline; executing a digital decoupling; and equipping your firm’s operating model and culture with ongoing innovation. Extended Reality How does extended reality impact wealth management firms?

Management 92

Management Business Investment Capital Market 92

The TRADE

FEBRUARY 5, 2024

However, as the market continues to develop at an extremely high rate, with innovation ever-accelerating, the scope of individual firms’ collective responsibility is subsequently rising.

Trading 104

Trading Stock Investment Funds 104

The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading 105

Trading Asset Management Management Portfolio Management 105

Mergers and Inquisitions

MAY 8, 2024

In case you’ve been offline for the past few days, it has happened yet again: An investment banker has died on the job. In short, this banker was an Associate in the FIG team at Bank of America and had a very accomplished track record before joining the firm. Bill Ackman also donated.

Investment 111

Investment Investment Banking Bank Banking 111

Mergers and Inquisitions

MAY 15, 2024

We kept getting messages from students and clients like the following: “I’m currently working at a Big 4 firm and haven’t gotten many responses to my applications for traditional PE roles, but several value creation teams have invited me in for interviews. Are these good opportunities?

Private Equity 104

Private Equity Equities Consulting Recruitment 104

Mergers and Inquisitions

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list.

Bulge Bracket 104

Bulge Bracket Bank Banking Boutique 104

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Midaxo

APRIL 23, 2024

The best Corp Dev leaders know that the investment of time here pays off handsomely. investment banks, analyst firms, strategic consultancies.). AI is a hot topic today and many of the best Corp-Dev leaders are working with their partners to maximize on AI potential and share in the learnings.

M&A 147

M&A Investment Banking Analyst Corporation Investment Banking 147

The Deal

JANUARY 12, 2024

Jillian Colbert Alsheimer and her husband, Sebastian, have the unusual distinction of being a couple who both work as high-profile advisers in the activist investing space. The post Activist Investing Today: Activism’s Power Couple Discuss Marriage, ESG, M&A appeared first on The Deal.

M&A 64

M&A Investment Advisory Government 64

OfficeHours

JUNE 13, 2023

As you likely know, private equity firms typically receive 20% of the profits generated on their deals in the form of “carried interest”. Tax rates and policies also have other knock-on impacts on private equity investments. Private equity firms typically use a high degree of financial leverage (i.e.

Private Equity 130

Private Equity Equities Debt Corporation 130

Solganick & Co.

AUGUST 24, 2023

Salesforce Dreamforce, September 12-14, 2023 – San Francisco, CA The Solganick team is excited to attend this year’s Salesforce Dreamforce conference to meet with clients, buyers, and PE firms that participate in the Salesforce ecosystem. Our deal team will be here meeting with clients, potential buyers, and PE firms. _

M&A 52

M&A Investment Banking Private Equity Advisory 52

OfficeHours

JUNE 27, 2023

Force rank firms: You should force rank you dream firms in order of priority. Since many of the firms are conducting interviews at the same time, it is not physically possible to interview everywhere you are invited (Hermione’s time turner would be clutch here). and “Why our strategy?”, Should I interview today?:

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

OfficeHours

JULY 11, 2023

When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker.

Investment Banking 100

Investment Banking CFA Bank Banking 100

The TRADE

MAY 29, 2024

Recent times have seen a swathe of investments from major cloud providers into leading exchanges. This therefore requires intense investment and attention – needing to be upgraded and altered at a rapid pace – in order to allow market players to empirically execute their goals.

Capital Market 72

Capital Market Trading Financial Services Capital 72

Peak Frameworks

AUGUST 29, 2023

Harvard has excellent placement in finance and is one of the few universities that sends undergrads into the top private equity firms and hedge funds. Harvard ranks #3 on our investment banking target school list , behind only UPenn and Georgetown. hires into the top investment banks. We filtered the data to examine U.S.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Accenture Capital Markets

NOVEMBER 2, 2023

Our recently published Asia wealth management report focuses on two major areas for firms: The importance of mobile as a channel that, our research shows, wealth management firms can greatly improve; and the evergreen—and so far unanswered—question of relationship manager (RM) productivity. Why is that important? But how to do that?

Management 85

Management Advisory Risk Management Business 85

Midaxo

MAY 31, 2023

For a more in-depth conversation and Q&A session on the topic, register for our upcoming webinar, Preserving the Spark: Realizing Value When Acquiring Smaller Companies. Acquiring these firms allows the larger company to gain access to new ideas, talent, and expertise, fostering innovation and driving growth.

Corporation 229

Corporation Acquisitions Shares Management 229

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I got so tired of these debates that I never planned to cover this topic again. Complete a part-time internship at a local private equity firm, venture capital firm, or search fund.

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.” This may change due to factors like the “decoupling” with the U.S.,

Private Equity 82

Private Equity Equities Recruitment Funds 82

Mergers and Inquisitions

SEPTEMBER 20, 2023

No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not. There are better and worse explanations for your answers, but in the absence of time travel, VC interviewers can’t determine if your startup investment pitch was “correct.” Which market is attractive?

Capital 59

Capital Valuation Investment Portfolio 59

Mergers and Inquisitions

JANUARY 24, 2024

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. That’s problematic, so they need €60 million from our firm.

Equities 105

Equities Valuation Financial Statement Financial Modeling 105

Accenture Capital Markets

SEPTEMBER 5, 2023

Decoupling advice helps enable firms to charge directly for the true value-generating component of the relationship—the advice. That means your firm must provide a user-friendly, single view across all channels, geographies and asset specialties. Merrill Lynch has done this with its One platform. [1]

Consulting 74

Consulting Management Capital Market IT 74

OfficeHours

JULY 11, 2023

Literally anything that shows you’ve done some homework and diligence on said firm and that shows your intellectual curiosity ABOUT ANYTHING… talk about Wimbledon and Nadal potentially retiring as far as I care — just hope that they care about tennis (which many ppl in finance do so I’m sure you’ll be safe). What are the SIE and Series exams?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

The TRADE

FEBRUARY 20, 2024

Hopefully going forwards we are going to have more of these topics […] business does not trump everything.” If you see the potential in someone, give them that opportunity.” He stated: “It’s not all about geopolitics, it’s not about what’s the best liquidity, or the best algo. We’re taking about people as well.

Trading 64

Trading Business Management Investment 64

Mergers and Inquisitions

MAY 17, 2023

And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side. Some tech specialist firms have delivered an incredible performance, often with annualized returns (IRRs) of 30-40%, while others “followed the herd” and didn’t do quite so well.

Private Equity 64

Private Equity Equities Recruitment Funds 64

OfficeHours

JULY 7, 2023

Written by an OfficeHours Top Private Equity Coach How NYC Regulations Impact Private Equity Firms In today’s fast-paced economy, private equity has come to control a massive swath of the American economy. Tax rates and policies also have other knock-on impacts on private equity investments.

Private Equity 100

Private Equity Equities Debt Corporation 100

Accenture Capital Markets

SEPTEMBER 5, 2023

However, the reality is that these same firms are positioned to be formidable competitors. This is just what Alibaba, an Amazon-like tech firm in China, did when it entered the mutual fund business in that market. Tech firms are masters of creating ecosystems that become part of the fabric of individuals’ lives.

Asset Management 90

Asset Management Management Funds Financial Services 90

Focus Investment Banking

DECEMBER 26, 2023

Despite higher interest rates, private equity firms are still competitive with strategic acquirers, so much so that PE firms are increasingly focused on specialization as a means to differentiate themselves from other buyers. The post Recap: 2023 Midwest M&A/Private Equity Forum appeared first on FOCUS Investment Banking LLC.

Private Equity 52

Private Equity M&A Equities Insurance 52

Growth Business

SEPTEMBER 21, 2023

Often, open positions are hidden internally within VC firms, offering limited visibility for those looking to get a foot in the door. Venture capital job roles There are numerous job titles in VC, and they change depending on the firm. They are chiefly responsible for the identification and vetting of investment opportunities.

Capital 52

Capital Book-building Portfolio Investment 52

The TRADE

DECEMBER 22, 2023

Peter Welsby, head of European FICC trading, Manulife Investment Management   Regulation will continue to direct market trends in 2 024, just as it has in recent years. Impending deadlines such as T+1 and Emir Refit will be top priorities for firms, demanding action.

Trading 64

Trading Management Financial Services Investment Manager 64

The TRADE

APRIL 25, 2024

With innovation rife across the emerging markets space, it should come as no surprise that plans for further investment are picking up pace. However, despite this, Joe Collery, head of trading at Comgest endorsed a measured approach whilst speaking at TradeTech earlier this week.

Trading 64

Trading Investors Portfolio Management Investment 64

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

The TRADE

JUNE 7, 2023

The biennial survey from Linedata included responses from 265 firms in the Americas, Europe, and APAC and includes comparative findings which pinpoint key variances between regions. The survey also delved into another of the current hot topics – outsourcing.

Asset Management 59

Asset Management Management Risk Management Trading 59

Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. If you would like to discuss this topic further or get additional information, please email capital.markets@accenture.com. [i]

Management 52

Management Portfolio Management Portfolio Financial Services 52

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? a credit rating vs. an investment recommendation). a credit rating vs. an investment recommendation).

Equities 59

Equities Asset Management Debt Recruitment 59

The TRADE

FEBRUARY 20, 2024

At the TradeTech FX US conference in Miami last week, a panel of experts including some of the largest asset managers gathered to discuss what the market is prioritising when asking the ever-hot topic of ‘buy versus build,’ sharing their perspectives and empirical advice for 2024 and beyond.

Asset Management 59

Asset Management Management Architecture Trading 59