Access to capital markets
The ability for companies to raise funds through the issuance of securities in public markets, such as stocks and bonds.
The process of developing a strategic plan for managing and growing client accounts in investment banking.
Individuals or entities with a high net worth or income who are allowed to invest in private securities offerings.
The process of obtaining funding to acquire another company or business.
The process of one company acquiring another company through a purchase or merger.
Services provided by financial professionals to help clients make investment decisions.
The use of computer algorithms to execute trades in financial markets.
Allocation of securities
The process of distributing securities to investors in a new securities offering.
Allocation of shares
The process of dividing shares in an initial public offering (IPO) among investors.
The process of allocating shares in an initial public offering (IPO).
The process of generating returns that exceed the market average.
Investments in assets other than stocks, bonds, and cash, such as real estate or commodities.
High net worth individuals who invest in start-up companies in exchange for equity.
Anti-money laundering (AML)
Measures taken to prevent the use of financial systems for illegal activities such as money laundering.
Laws that regulate competition and prevent monopolies.
The practice of buying and selling assets to profit from price discrepancies in different markets.
Opportunities to profit from price discrepancies in different markets.
Art and collectibles investing
Investing in art and collectibles for potential financial gain.
The process of dividing investments among different asset classes to achieve a desired risk and return profile.
Securities backed by a pool of assets such as mortgages or car loans.
Asset-Based Valuation Method
A method of valuing a company based on the value of its assets.
The management of investments on behalf of clients.
Asset management firms
Companies that manage investments on behalf of clients.
Asset purchase agreement (APA)
A legal agreement outlining the terms of a sale of assets between two parties.
Audit and assurance
Independent evaluation of financial statements to ensure accuracy and compliance with regulations.
Structured products that pay out a fixed return if certain conditions are met.