Changing of the Guard: Colleen Burton’s Swiss Conundrum

Chen, Ming-Jer Dalmia, Pranav

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  • 新着ケース
DARDEN

Colleen Burton has taken over the account of a Swiss client for her New York–based financial-services company. Landing the account, after a long courtship, had been a coup for her midmarket firm. The investor, however, has expressed his disapproval and unease with his new manager, and Burton’s best efforts have failed to win him over. On a trip to Switzerland, she learns of a personal conflict of interest involving one of the client’s outside fund managers. She cannot afford to jeopardize this critical relationship for her firm—or breach her code of ethics. Gaining the client’s trust as his adviser just got trickier.

出版日
2022/07
業種
金融
領域
経営・戦略
組織行動・人的資源管理
企業倫理・CSR
ボリューム
3ページ
コンテンツID
CCJB-UVA-S-0383
オリジナルID
S-0383
ケースの種類
Case
言語
英語
カラー
製本の場合、モノクロ印刷での納品となります。