Nov
12
Book Summary: “Career Empowerment, Executive Recruiters on Leveraging Your Talents & Making The Right Decisions Around a Rewarding Career”, by Various Authors
November 12, 2009 | Leave a Comment
This is a book summary I have written for “Career Empowerment, Executive Recruiters on Leveraging Your Talents & Making The Right Decisions Around a Rewarding Career”. The book was written by various experienced HR experts and recruiters, each contributed a chapter. Each chapter, although written by a different HR expert, touches on similar topics, therefore [...]
Sep
21
What do traders and trade support pros do?
September 21, 2009 | Leave a Comment
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, [...]
Sep
13
Book Summary: “Harvard Business Review on Bringing Your Whole Self to Work” (chapter 1-3)
September 13, 2009 | 1 Comment
This is a book summary I have written, by chapter, of an excellent peak performance book “Harvard Business Review on Bringing Your Whole Self to Work”. Chapter 1: Why smart people underperform Attention deficit trait is epidemic in organizations. Unlike ADD, ADT springs entirely from environmental factors, such as overloading information & orders. Frontal lobe [...]
Jul
26
Private Banking Trends 2010
July 26, 2009 | 1 Comment
2009 is a year to remember for many private banking professionals. Hedge funds failed, Bernard Madoff convicted, clients withdrew assets from private banks. The global financial crisis has fundamentally changed how the HNWI clients invest and the wealth management business itself. As part of an orginal research, we study financial data and key events in [...]
Jul
6
Summary: “The relationship edge: the key to strategic influence and selling success” by Jerry Acuff
July 6, 2009 | Leave a Comment
This is a book summary I have written for “The relationship edge: the key to strategic influence and selling success” by Jerry Acuff. Selling success comes from meaningful dialog and meaningful dialog in turn comes from trust. Good relationship itself doesn’t sell, people still have to explain benefits and features in order to close a [...]
Mar
2
Boutique firms can be appealing for many reasons. For most seasoned investors, the reputation of the private banker is just as important as that of the bank. Savvy investors need to like their relationship manager AND the bank itself before transferring assets. Some private banking clients are willing to move part of their asset with [...]
Mar
1
Choosing a private bank (part 1 of 2): Benefits of bulge bracket firms
March 1, 2008 | Leave a Comment
At first glance, all private banks look alike. But in fact, they differ on fees, product offerings, advice quality and strengths. Roughly private banks belong to either one of the two categories: Bulge Bracket or Boutique. Bulge bracket private banks are the wealth management arms of investment banks or multinational banks. UBS Wealth Management and [...]
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