An investment bank is a financial services company or corporate division that engages in advisory-based financial transactions on behalf of individuals, corporations, and governments. 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 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, and FICC services. 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.
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers and some government-sponsored enterprises. Financial services companies are present in all economically developed geographic locations and tend to cluster in local, national, regional and international financial centers such as London, New York City, and Tokyo.
Deloitte Touche Tohmatsu Limited , commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the Big Four accounting organizations and the largest professional services network in the world by revenue and number of professionals, with headquarters in London, United Kingdom.
Lazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London.
A consulting or consultancy firm is a business of one or more experts (consultants) that provides professional feedback to an individual or an organization for a fee. The types of firms vary, such as technology and advertising firms.
Piper Sandler Companies is an American multinational independent investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Through its principal subsidiary, Piper Jaffray & Co., the company targets corporations, institutional investors, and public entities.
The National Bank of Kuwait (NBK) was founded in 1952. Ii is the largest financial institution in Kuwait, and has branches and subsidiaries in China, Geneva, London, Paris, New York, and Singapore and a regional presence in Lebanon, Jordan, Egypt, Bahrain, Saudi Arabia, Iraq, Turkey, and the UAE.
Wealth management (WM) or wealth management advisory (WMA) is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW). It is a discipline which incorporates financial planning, portfolio management and a number of aggregated financial services offered by a complex mix of investment banks, asset managers, custodial banks, retail banks, and financial planners. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry.
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner.
Perella Weinberg Partners L.P. is an independent, privately owned, global financial services firm providing corporate advisory and asset management services to clients around the world. Founded in 2006 by Joseph R. Perella, Peter Weinberg, Terry Meguid and several other partners from financial institutions, the firm is a private partnership with approximately 650 employees. It is headquartered in New York City with offices in London, Abu Dhabi, Dubai, Denver, San Francisco, Calgary, and Houston.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under its present name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
Mazars is a global audit, accounting and consulting group employing more than 40,400 professionals in 91 countries through member firms. With head offices in France, Mazars has a network of correspondent partners and joint ventures in a further 21 countries and is a founding member of the Praxity alliance, a network of independent firms.
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and valuations. As of May 31, 2018, Houlihan Lokey employed more than 1,300 employees worldwide.
Duff & Phelps is a multinational financial consultancy firm based in New York City and was founded in 1932 by William Duff and George Phelps.
FTI Consulting is a business advisory firm headquartered in Washington, D.C., United States. FTI is one of the largest financial consulting firms in the world and consistently ranks as one of the top global management consulting firms. The company specializes in the fields of corporate finance and restructuring, economic consulting, forensic and litigation consulting, strategic communications and technology. Founded as Forensic Technologies International Ltd in 1982, FTI Consulting employs more than 4,700 staff in 27 countries.
Kithinji Kiragu, is a certified public accountant (Kenya), and also holds a Master of Business Administration (MBA) from the University of Strathclyde, UK and Bachelor of Commerce from the University of Nairobi, Kenya.
Katende Ssempebwa & Co. Advocates commonly known as KATS is a Ugandan law firm whose headquarters are in Kampala, the capital city of Uganda. It is the country's longest standing premier league corporate commercial firm founded in 1969. It is the biggest full service Ugandan firm in terms of numbers and a member of the LEXAfrica network.
Rajeev Kakar, an experienced banker and a serial business founder and entrepreneur, currently serves as an Independent Non-Executive Director at Commercial International Bank, Egypt; Gulf International Bank, Bahrain and KSA; Eurobank Ergasias SA, Greece and Satin Creditcare Network, India. He also serves, since 2009, as a member of the Global Advisory Board of the prestigious University of Chicago, Booth School of Business, and also as a Member of the Industry Advisory Board of the SP Jain School of Global Management since 2011. As a Board Member at Eurobank, Rajeev also serves as the Chairman of the Board Remuneration Committee and Vice Chairman of the Board Risk Committee.
Oliver Bäte is a German business executive who is the CEO of Allianz, a position he has held since October 2014.
