Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2023 Fortune 500 list of the largest United States corporations by total revenue and in the same year ranked #30 in Forbes Global 2000.
Investment banking is an advisory-based financial service for institutional investors, corporations, governments, and similar clients. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.
JPMorgan Chase & Co. is an American multinational finance company headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the world's largest bank by market capitalization as of 2023. As the largest of Big Four banks, the firm is considered systemically important by the Financial Stability Board. Its size and scale have often led to enhanced regulatory oversight as well as the maintenance of an internal "Fortress Balance Sheet". The firm is temporarily headquartered at 383 Madison Avenue in Midtown Manhattan and is set to move back across the street into the under-construction JPMorgan Chase Building at 270 Park Avenue in 2025.
NatWest Group PLC is a British banking and insurance holding company, based in Edinburgh, Scotland.
The Co-operative Bank plc is a British retail and commercial bank based in Manchester, England. Established as a bank for co-operators and co-operatives following the principles of the Rochdale Pioneers, the business evolved in the 20th century into a mid-sized British high street bank, operating throughout the UK mainland. Transactions took place at cash desks in Co-op stores until the 1960s, when the bank set up a small network of branches that grew from 6 to a high of 160; in 2023 it had 50 branches.
Robert Fleming & Co., known as Flemings, was an asset manager and merchant bank founded in Dundee, Scotland, in 1873. In 1909, the firm moved its headquarters to London, England. It was sold to Chase Manhattan Bank for over $7 billion in 2000. Flemings was a 50% partner in the Asian investment bank Jardine Fleming.
J.P. Morgan & Co. is an American financial institution specialized in investment banking, asset management and private banking founded by financier J. P. Morgan in 1871. Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase, one of the largest banking institutions in the world. The company has been historically referred to as the "House of Morgan" or simply Morgan.
Schroders plc is a British multinational asset management company headquartered in London, England. Founded in 1804, it employs over 6,000 people worldwide in 38 locations around Europe, America, Asia, Africa and the Middle East. It is traded on the London Stock Exchange and is a constituent of the FTSE 100 Index.
S. G. Warburg & Co. was a London-based investment bank. It was listed on the London Stock Exchange and was once a constituent of the FTSE 100 Index. The firm was acquired by the Swiss Bank Corporation in 1995 and ultimately became a part of UBS.
Klaus Diederichs was the Head of European Investment Banking at JP Morgan Chase & Co. from April 2004 to 2014. Mr. Diederichs served as Director of Credit Services of Capital Market, Institutional Restructuring Unit, Risk Management, and Credit Risk at Dresdner Bank Luxembourg S.A. He serves as a Director of JPMorgan Cazenove Limited.
One Equity Partners is a private equity firm with over $10 billion in assets under management which primarily deals with the industrial, healthcare and technology sectors in North America and Europe. One Equity Partners was the merchant banking arm of JPMorgan Chase, focused on leveraged buyout and growth capital investments in middle-market companies. Formed by Bank One in 2001, the group has offices in New York City, Chicago, Sao Paulo, Vienna, Hong Kong and Frankfurt.
BBY Ltd was an Australian stock broking, corporate advisory and asset management firm. Prior to its voluntary administration on 18 May 2015, it claimed to be the largest independent stockbroker in Australia and New Zealand by market share. The group provided financial and advisory services to emerging companies and their investors including corporate finance, research, sales & trading, asset management and broker dealer services.
James Edward "Jes" Staley is an American banker, and the former group chief executive of Barclays. He stepped down as CEO on November 1, 2021, and was succeeded by C. S. Venkatakrishnan. Staley has nearly four decades of experience in banking and financial services. He spent 34 years at J.P. Morgan's investment bank, ultimately becoming CEO. In 2013, he moved to BlueMountain Capital, and in December 2015, became CEO of Barclays. In November 2021, Staley resigned amid a regulatory probe into whether he mischaracterized his relationship with the financier, human trafficker, and sex offender Jeffrey Epstein.
Highbridge Capital Management, LLC is a multi-strategy alternative investment management firm founded by Glenn Dubin and Henry Swieca in 1992. In 2004, it was purchased by JPMorgan Chase; as of 2019, it had about $3.9 billion in assets under management, out of $150 billion in JPMorgan's global alternatives division.
JPMorgan Chase is an American multinational banking corporation with a large presence in the United Kingdom. The corporation's European subsidiaries J.P. Morgan Europe Limited, J.P. Morgan International Bank Limited and J.P. Morgan Securities plc are headquartered in London.
William Thomas Winters, CBE is an American banker who is the chief executive (CEO) of Standard Chartered, and was formerly co-head of JPMorgan Chase's investment bank.
NatWest Markets plc is the investment banking arm of NatWest Group based in the United Kingdom.
Ian Charles Hannam is a British investment banker, and founder of Hannam & Partners. He was previously Vice-Chairman of JPMorgan, where he became known as the "King of Mining". Hannam has been a principal investor in each of his banking endeavours and of late has been increasingly active as a principal investor outside of banking with a series of investments in the resource and fintech spaces. He remains one of the world's leading brokers of capital investments.
Hoare Govett was a major British corporate brokerage firm based in London, England. The business was created by a merger between two well established stockbroker firms, Hoare & Co and Govett, Sons & Co. From 1984, the business had been a subsidiary, firstly owned by Security Pacific, until its own near collapse and purchase by Bank of America in 1992, when ABN Amro duly purchased the business. ABN Amro itself was purchased by Royal Bank of Scotland in 2007, before the business was sold on to the Jefferies Group, becoming their corporate broking arm in 2012.
