Go Back

Case Study 4
Ongoing Assignment Since 2007

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.

Capital City Training