A merchant bank is historically a bank dealing in commercial loans and investment. In modern British usage, it is the same as an investment bank. Merchant banks were the first modern banks and evolved from medieval merchants who traded in commodities, particularly cloth merchants. Historically, merchant banks' purpose was to facilitate or finance the production and trade of commodities, hence the name "merchant". Few banks today restrict their activities to such a narrow scope.
Pacific Investment Management Company, LLC is an American investment management firm focusing on active fixed income management worldwide. PIMCO manages investments in many asset classes such as fixed income, equities and other financial assets across public and private markets. PIMCO is one of the largest investment managers, actively managing more than $2 trillion in assets for central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. According to the Sovereign Wealth Fund Institute, PIMCO is the 6th-largest asset manager in the world by managed AUM.
Mediobanca is an Italian investment bank founded in 1946 at the initiative of Raffaele Mattioli and Enrico Cuccia to facilitate the post-World War II reconstruction of Italian industry. Cuccia led Mediobanca from 1946 to 1982. Today, it is an international banking group with offices in Milan, Frankfurt, London, Madrid, Luxembourg, New York and Paris.
Brown Brothers Harriman & Co. (BBH) is the oldest and one of the largest private investment banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH.
Arbuthnot Latham & Co. Limited, trading as Arbuthnot Latham, is a British private and merchant bank headquartered in London, England. Founded in 1833, it has the status of one of the 12 accepting houses.
Adam and Company Investment Management Limited is a wealth management company based in Edinburgh, Scotland offering discretionary investment management and wealth planning services to high-net-worth clients in the UK.
Alex. Brown & Sons was the first investment bank in the United States, founded by Alexander Brown in 1800 in Baltimore, Maryland. The firm was acquired by Bankers Trust in 1997 to form BT Alex. Brown, and then integrated into Deutsche Bank in 1999 following Deutsche's acquisition of BT. In 2016, Raymond James acquired Deutsche's U.S. private client services unit, operating under the Alex. Brown brand.
White, Weld & Co. is a privately held global financial services firm engaged in asset management, investment advisory, investment banking and other capital market activities. Relaunched in 2012, the business is headquartered in Chicago. Previously, White, Weld & Co. was a Boston-based investment bank, historically managed by Boston Brahmins until its sale to Merrill Lynch in 1978. The Weld family name can be traced back to the founding of Massachusetts in the 1630s.
Canaccord Genuity Group Inc. is an investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. The firm focuses on growth companies, with operations in 10 countries. Canaccord Genuity, the international capital markets division, is based in Canada, with offices in the US, the UK, France, Germany, Ireland, Hong Kong, China, Singapore, Dubai, Australia, Barbados, and The Bahamas.
ING Vysya Bank was a privately owned Indian multinational bank based in Bangalore, with retail, wholesale, and private banking platforms formed from the 2002 purchase of an equity stake in Vysya Bank by the Dutch ING Group. This merger marked the first between an Indian bank and a foreign bank. Prior to this transaction, Vysya Bank had a seven-year-old strategic alliance and shareholding arrangement with erstwhile Belgian bank Banque Bruxelles Lambert, which was also acquired by ING Group in 1998.
Rory Tapner is a British businessman who, in September 2010 was appointed CEO of Coutts, the Wealth Management division of Royal Bank of Scotland Group. In February 2015 he stepped down as CEO; he was replaced in the role by Alison Rose, the then head of RBS Commercial and Private Banking. Prior to this, he was Chairman and CEO Asia Pacific at UBS AG from May 2004 until June 2009 and a member of the UBS Group Executive Board from 2006 until June 2009 when he stepped down and returned to the UK. In June 2019 he was appointed Chair of the Board at Brown Shipley Holdings Limited. In May 2020, Tapner was named Chairman of the Board of Directors of Quintet Private Bank, Brown Shipley's parent.
Van Lanschot Kempen N.V. is a specialised, independent wealth manager that provides private banking, investment management and investment banking services to wealthy individuals and institutions. It is headquartered in 's-Hertogenbosch, the Netherlands. With a history dating back to 1737, it is the oldest financial institution in the Netherlands and the Benelux and the tenth oldest financial institution in the world.
La Trobe Financial is an Australian credit asset management firm specialising in asset management and credit. It offers real estate credit, investment account offerings and private wealth management. The CEO is Mr. Chris Andrews. La Trobe Financial's head office is located in Melbourne, with corporate offices in Sydney, Shanghai and Hong Kong.
Quintet Private Bank is a medium-sized Luxembourg-headquartered bank and wealth manager, founded in 1949 by Belgium's Kredietbank as Kredietbank Luxembourg (KBL), later rebranded KBL European Private Bankers or KBL ebp, and to its present name in 2020. Since 2011, it has been owned by members of the Al-Thani family of Qatar through the holding Precision Capital.
Fabio Gallia was an Italian banker, manager and businessman.
Insinger Gilissen, previously known as Insinger de Beaufort, is an Anglo-Dutch private bank providing private banking, wealth management and private planning to high-net-worth individuals and some institutional clients. In 2016 it merged with Theodoor Gilissen Bankiers to become Insinger Gilissen. Since 1 January 2017 Insinger Gilissen has been part of Quintet Private Bank.
Rothschild & Co is a multinational private and alternative assets investor, headquartered in Paris, France and London, England. It is the flagship of the Rothschild banking group controlled by the British and French branches of the Rothschild family.
China Renaissance is a Chinese financial institution. Founded by Fan Bao in 2005 as a financial advisory firm, China Renaissance’s core business now consists of investment banking, investment management and wealth management. As of June 30, 2020, China Renaissance had advised on approximately 980 transactions worth over USD$146 billion since its inception, and the company’s private equity funds had AUM of approximately RMB39.0 billion in new economy investments.
Evelyn Partners is a financial services and professional services company based in the United Kingdom. It is formerly known as Tilney Smith & Williamson, which was the result of a 2020 merger between Tilney and Smith & Williamson. The group also operates the online investment service Bestinvest.
Brooks Macdonald Group plc is a British wealth management company headquartered in London with eleven offices across the UK. The company provides discretionary investment management, financial planning, and fund management services for private high net worth individuals, pension funds and institutions.
