Category: Investment Management
The client:
Major blue-chip investment firm with more than £1trn assets under management.
Their problem:
This firm has a large number of new joiners each month and required a one-day investment workshop to integrate with their induction process.
Our solution:
We designed a bespoke workshop focusing on this particular firm, its investment process and key product range. This was open to any new-joiners to attend and allowed them to get a feel for their new firm. People entirely new to the industry were able to gain a greater understanding of the investment industry and key jargon.
