In this activity, you have an opportunity to practice writing an executive summary similar to the one you must create for your final project. The executive summary is typically written after the case analysis and recommendations have been completed. This assignment introduces you to some of the questions you should ask during your analysis of the “Wealth Management Crisis at UBS” case study in the next module. The purpose of the executive summary is to highlight the principal findings and recommendations for the executive team, specifically:
These are questions you should consider for this assignment and will answer in the final project.