PB/PWM - Moving from small, bespoke firm to a BB.

I have been working in a small PWM firm (focusing on equity/portfolio advice) for 2 years following a stint in the FX industry (again for 2).

So far been running a small book (35m) in assets but have been offered a role at a BB for PB and inheriting a book of the same size. Role will be one step up from where I'm at now with a fast-track promotion opportunity in 12-18m depending on performance to VP level.

I have spoken with senior members of my current firm (who are very much of the "old guard" sort) and all have advised against joining a BB firm. I am keen to understand whether this forum thinks that their approach is tainted by vested interest (in keeping me here) and the fact that none of them have spent any time at larger organisations; OR is it that I am perhaps in fact foolish in giving up what I have for the prestige of a BB.

Cheers

1 Comments
 

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