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Changing of the Guard: Colleen Burton’s ...

Chen, Ming-Jer, Da...

Case

Changing of the Guard: Colleen Burton’s Swiss Conundrum

Chen, Ming-Jer; Dalmia, Pranav

S-0383 | Published July 20, 2022 | 3 pages Case

Collection: Darden School of Business

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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.