Business Segments

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