Investment banking pertains to certain activities of a financial services company or a corporate division that consist 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 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.
Lazard Ltd 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.
BlackRock, Inc. is an American multinational investment company based in New York City. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$9.42 trillion in assets under management as of June 30, 2023. BlackRock operates globally with 70 offices in 30 countries, and clients in 100 countries. BlackRock is the manager of the iShares group of exchange-traded funds, and along with The Vanguard Group and State Street, it is considered to be one of the Big Three index fund managers. Its Aladdin software keeps track of investment portfolios for many major financial institutions and its BlackRock Solutions division provides financial risk management services. BlackRock is ranked 184th on the Fortune 500 list of the largest United States corporations by revenue.
Bridgewater Associates, LP is an American investment management firm founded by Ray Dalio in 1975. The firm serves institutional clients including pension funds, endowments, foundations, foreign governments, and central banks. As of 2022, Bridgewater has posted the second highest gains of any hedge fund since its inception in 1975.
His Highness Mohammad Sabah Al-Salem Al-Sabah is the former Deputy Prime Minister of Kuwait.
Charles Patrick García is an American businessman and banker. He started Garcia Trujillo LLC, a consulting, merchant banking, and venture capital firm where he was the CEO. In June 2014, García was selected to lead the Association of Latino Professionals for America.
Jing Ulrich, née Li (李晶), is Managing Director and the Vice Chairman of Investment Banking at JPMorgan Chase.
Kuwait Finance House (KFH) was established in the State of Kuwait, in 1977, as the first bank operating in accordance with the Islamic Shari'a rulings. KFH is listed in Kuwait Stock Exchange (KSE), with a market capitalization of $8.2 billion as of May 2016. Assets total $55.52 billion and deposits amount to $34.97 billion
Mohamed Aly El-Erian is an Egyptian-American economist and businessman. He is President of Queens' College, Cambridge, and chief economic adviser at Allianz, the corporate parent of PIMCO where he was CEO and co-chief investment officer (2007–14). He was chair of President Obama's Global Development Council (2012–17), and is a columnist for Bloomberg View, and a contributing editor to the Financial Times.
Robert Wolf is the former Chairman and CEO of UBS Americas as well as the president and chief operating officer of UBS Investment Bank.
BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, asset management, corporate lending and sales and trading. It offers advisory services in mergers and acquisitions, wealth planning, loans and financings, as well as investment solutions and market analyses. It is the sixth largest banking institution in Brazil, the eleventh largest in Latin America, and the largest investment bank in Latin America and the Caribbean.
Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987.
Asad Umar is a Pakistani politician who had been a member of the National Assembly of Pakistan from September 2013 till May 2018 and again from August 2018 to January 2023. He served as the Federal Minister for Planning, Development, Reforms and Special Initiatives, from 19 November 2019 to 10 April 2022.
Emmanuel "Manny" Roman is a French financial executive. He is the chief executive officer (CEO) and a managing director of PIMCO, one of the world’s premier fixed income investment managers, based in Newport Beach, California. In 2011, he was named by the Evening Standard as one of London's 1000 most influential people.
Tan Chin Hwee is a Singaporean businessman and professor. He is the current Asia-Pacific chief executive officer of Trafigura and the first Asian to hold this position in the company. A Chartered Financial Analyst and Certified Public Accountant in Singapore and Australia, he previously worked in DBS Bank, Keppel Corporation, Amaranth Advisors and Apollo Global Management before joining Trafigura.
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.
Mark Machin is a British investor who served as President and CEO of the Canada Pension Plan Investment Board between 2016 and 2021.
Data Economy is an international technology business news and opinion website, magazine and broadcaster founded in 2016. The media outlet is headquartered in London, UK and focuses on the business strategy and finance and investment within the IT infrastructure space, mainly data centres.
Michelle Seitz is an American business executive and investor. She is the former chairman and chief executive officer of Russell Investments. Seitz is one of few women in the world who was leading a global asset management firm. She is, according to Barron's, one of the "most influential women in U.S. finance". American Banker lists her as one of the "most powerful women in finance." Prior to her role at Russell Investments, she served on the board of William Blair & Company and as chief executive of William Blair Investment Management. In 2022, she left Russell Investments to launch an investment firm MeydenVest Partners.
