Investment Banking

Swiss Private Bank offer investment planning advice and assistance of the highest quality.

Swiss Private Bank can help your institution generate funds in different ways. They may seek out ists or private equity to become stakeholders in a company or they can draw on public funds through the capital market by selling its stock. 

Swiss Private Bank engage in financial consulting and offer advice to companies on how to handle acquisitions and mergers. They also notify their client companies on when to make public offerings and how best to manage the assets. The function of mergers and acquisitions come under the corporate finance function of an investment bank.

Typically, their investment bankers deal with the following:

  • Corporate Finance and advisory work.
  • Banking, for governments, institutions and companies.
  • Treasury dealing for corporate clients in currencies, with financial engineering services to protect them from interest and exchange rate fluctuations;
  • Investment management, either for corporate pension funds, charities, private clients, either via direct investment for the more wealthy or via unit and investment trusts. In the larger firms, the value of funds under management runs into many billions of pounds;
  • Securities trading, in equities, bonds or derivatives and offering broking and distribution facilities.

    For further information please complete a consultation form.

Investment Banking is the traditional aspect of investment banks which involves helping customers raise funds in the Capital Markets and advising on mergers and acquisitions. Investment bankers prepare idea pitches that they bring to meetings with their clients, with the expectation that their effort will be rewarded with a mandate when the client is ready to undertake a transaction. Once mandated, an investment bank is responsible for preparing all materials necessary for the transaction as well as the execution of the deal, which may involve subscribing investors to a security issuance, coordinating with bidders, or negotiating with a merger target. Other terms for the Investment Banking Division include Mergers & Acquisitions (M&A). 

Investment management is the professional management of various securities (shares, bonds etc) and other assets (e.g. real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes eg. mutual funds). 

For further information please complete a consultation form.

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