Institutional
Securities
Clients
- Corporations
- Governments
- Financial institutions
- High-to-ultra high net worth clients
Products and Services
- Investment banking:
- Capital raising, including the underwriting of debt, equity and other securities
- Financial advisory services, including advice on mergers and acquisitions, restructurings, real estate and project finance
- Sales and trading:
- Sales, financing and market-making activities, in equity securities and fixed income products, including foreign exchange and commodities
- Prime brokerage
- Other:
- Corporate lending activities and credit products
- Investments
- Research
Wealth
Management
Clients
- Individuals
- Small- to medium- size businesses and institutions
Products and Services
- Brokerage and investment advisory services
- Market making activities in fixed income securities
- Financial and wealth planning services
- Annuity and insurance products
- Credit and other lending products
- Banking
- Retirement plan services
Investment
Management
Clients
- Institutions, including defined benefit/defined contribution pensions, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors and corporations
- Individuals through intermediaries (affiliated and non-affiliated distributors)
Products and Services
- Traditional asset management, including equity, fixed income, liquidity, alternatives and managed futures products
- Merchant banking and real estate investing
