M&A group restriction on investing in stocks

Recently there's been a ban at CS M&A that restricts all employees from investing any single company's stock.

Investments are limited to index funds, mutual funds etc.

Wanted to see if this is becoming the norm on the street

6,215 WSO Academy Investment Banking Session Reviews: 4.82/5

University of Coventry

Class of '28 Nov 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“Was very helpful; he helped with a current application I had and walked through the platform with me and assisted me in reaching out to some colleagues within the company to learn from their past experiences and once we found a problem with the website he gave me actionable takeaways to message the company and work on the data he gave me and explain to the company and to keep him updated.”

Università LUM Giuseppe Degennaro

Class of '23 Sep 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“I had a great conversation with Jorge and genuinely appreciated his willingness to share his experience and insights. His career journey, from an engineering background into investment banking and subsequently investing, was particularly interesting and highly relevant to my own career aspirations. He provided thoughtful perspectives on breaking into investment banking in London, navigating the transition from the sell-side to the buy-side, and developing the skills and judgement required to become a successful investor. I particularly valued his emphasis on the importance of understanding the industries and businesses behind financial transactions: strong industry knowledge is essential not only to assess companies and investment opportunities more effectively, but also to become a more well-rounded and insightful finance professional. I also appreciated the openness of his answers, which reflected his own professional experience. The conversation was helpful and engaging.”

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M&A group restriction on investing in stocks

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