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  2. Investment banking - Wikipedia

    en.wikipedia.org/wiki/Investment_banking

    The investment management division of an investment bank is generally divided into separate groups, often known as private wealth management and private client services. Merchant banking can be called "very personal banking"; merchant banks offer capital in exchange for share ownership rather than loans, and offer advice on management and strategy.

  3. Treasury management - Wikipedia

    en.wikipedia.org/wiki/Treasury_management

    Treasury management (or treasury operations) entails management of an enterprise's financial holdings, focusing on [1] the firm's liquidity, and mitigating its financial-, operational-and reputational risk. Treasury Management's scope thus includes the firm's collections, disbursements, concentration, investment and funding activities.

  4. Middle office - Wikipedia

    en.wikipedia.org/wiki/Middle_office

    Generally, the back and middle office involves non-revenue generating operations related to risk management and ensuring proper execution of transactions. [2] Three contributions to middle office. The middle office plays numerous roles in financial services organisations and investment banking.

  5. Fund administration - Wikipedia

    en.wikipedia.org/wiki/Fund_administration

    Fund administration is the name given to the execution of back office activities including fund accounting, financial reporting, net asset value calculation, capital calls, distributions, investor communications and other functions carried out in support of an investment fund, which may take the form of a traditional mutual fund, a hedge fund, a private equity fund, a venture capital fund, a ...

  6. BofA Securities - Wikipedia

    en.wikipedia.org/wiki/BofA_Securities

    Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. [3] Bank of America Merrill Lynch branding was used from 2009 to 2019. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single ...

  7. List of investment banks - Wikipedia

    en.wikipedia.org/wiki/List_of_investment_banks

    investment bank ultimately part of UBS AG; continues as asset manager J.C. Bradford & Co. acquired by PaineWebber in 2000, ultimately part of UBS AG: John Nuveen & Co. IBD acquired by Piper Jaffray in 1999; company continues as asset management house under Nuveen Investments, which is controlled by private equity firm Madison Dearborn Partners

  8. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors.

  9. Corporate finance - Wikipedia

    en.wikipedia.org/wiki/Corporate_finance

    The typical role of an investment bank is to evaluate the company's financial needs and raise the appropriate type of capital that best fits those needs. Thus, the terms "corporate finance" and "corporate financier" may be associated with transactions in which capital is raised in order to create, develop, grow or acquire businesses.

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