Banking to Consulting

Credit Suisse to Boutique Consulting - Lorettz

Lorettz shares his journey from Credit Suisse wealth management through the bank's wind-down division, to Accenture Strategy, and finally to a 10-person boutique firm specializing in turnaround and distressed situations.

• Inside Credit Suisse's wind-down (bad bank) division—complex, legally intensive projects with regulators and governments.
• Key differences between investment banking and management consulting: pay, culture, and lifestyle trade-offs.
• AI's impact on banking and consulting—why junior roles and repetitive work face the biggest disruption.

Elite Boutique

Big 4 to Elite Boutique - Lazard Associate

Breaking in from PwC in Dublin to Lazard in London, the grim realities of life on the desk, and thoughts on AI's impact on investment banking.

• Breaking in to an elite boutique from Big 4.
• Typical day on the desk, M&A vs restructuring.
• Impact of AI on the future of the investment banking industry.

Director Spotlight

ECM Morgan Stanley Director from Bocconi

A chat with a senior capital markets banker, who is now an independent consultant.

• From Bocconi classrooms to a London-based director seat with rotations through Milan and Zurich.
• Best practices for analysts: owning models, travelling for deal roadshows, and using mentors to pace promotions.

Career Transition

From Credit Suisse IB to FinTech Strategy

How to manage long hours, when to pivot, and going off the traditional IB-to-PE path.

• Journey from Bocconi internships at Credit Suisse through spring weeks to a full-time bulge bracket offer.
• Reality on the desk, 19–20 hour days and how reality shifts from internship novelty to a graduate role.

MBB Insights

Senior Management Consultant

A deep dive into what management consulting really looks like—from strategy work with top executives to the competitive landscape of MBB firms and beyond.

• What consultants actually do: strategy development, financial assessments, and working alongside C-suite to tailor solutions.
• MBB vs. other firms—how to weigh prestige, work-life balance, culture, and long-term exit opportunities.
• Cracking case interviews: practice formats, genuine curiosity, and standing out in a rigorous recruitment process.

PE Fundamentals

Private Equity Partner: structure, compensation, and how to break in

A comprehensive look at what PE really is—from fund structures and the 2-and-20 model to why the career suits analytical, introspective candidates.

• What PE involves: investing in non-public companies, from billion-dollar funds to niche emerging-market specialists.
• PE vs. banking—different work styles, compensation trajectories, and why introverted deep-divers often thrive on the buy side.
• Breaking in without a standard path: proactive outreach, thorough research, and building genuine interest in target firms.

Equity Research to Founding HealthTech Startup

From equity research to health tech: a non-linear career path

How one analyst leveraged finance skills to pivot into a startup, plus insights on the daily grind of equity research and breaking in without an Oxbridge pedigree.

• Inside equity research: early morning pitches, deep data dives, and distilling complex analysis into compelling client narratives.
• Alternative pathways into finance—using Bloomberg for networking, learning Python, and proving determination over pedigree.
• Transferable skills that travel: fundraising, strategic ops, and why resilience and self-belief open unexpected doors.

Unconventional Path

Pro golf to hedge funds: ex-Head of Global Markets

A journey in quantitative finance in Zurich, hedge fund trading in London, seven years at UBS, and building a quant trading startup.

• Breaking in unconventionally: a finance blog caught a hedge fund's attention and landed a job offer before graduation.
• Building absolute return strategies for European government bonds, then transitioning through equity long-short tech funds to UBS leadership.
• Applying trading floor skills to entrepreneurship—quant models for FX and index futures, plus real estate private equity ventures.