Sentences with phrase «investment banks and insurance companies»

From leading investment banks and insurance companies to major corporations, energy companies and hedge funds, our teams work hard to keep the business world turning.

Not exact matches

For example, front - line caisse workers have expressed irritation with having to juggle different protocols and technological systems for each of the company's various service offerings — personal banking, credit cards, investment accounts, insurance and so on — while serving a single member.
Investment bank Jefferies & Co. provided $ 1.6 billion, or 30 percent of the overall $ 5.2 billion in committed financing with the remainder of about $ 179 million coming from 14 institutional funds, including pension funds and insurance companies, according to a U.S. Securities and Exchange Commission filing.
And while the bank grew through mergers and by adding new business lines throughout the 2000s — acquiring Canadian Direct Insurance and Valiant Trust Company in 2004, Adroit Investment Management in 2008 and National Leasing Group Inc. in 2010 — «these initiatives are still in early stages,» Chan notAnd while the bank grew through mergers and by adding new business lines throughout the 2000s — acquiring Canadian Direct Insurance and Valiant Trust Company in 2004, Adroit Investment Management in 2008 and National Leasing Group Inc. in 2010 — «these initiatives are still in early stages,» Chan notand by adding new business lines throughout the 2000s — acquiring Canadian Direct Insurance and Valiant Trust Company in 2004, Adroit Investment Management in 2008 and National Leasing Group Inc. in 2010 — «these initiatives are still in early stages,» Chan notand Valiant Trust Company in 2004, Adroit Investment Management in 2008 and National Leasing Group Inc. in 2010 — «these initiatives are still in early stages,» Chan notand National Leasing Group Inc. in 2010 — «these initiatives are still in early stages,» Chan notes.
The most important office law business in America such as the law business incidental to banking, insurance, trust - company operation, investment work, railroading, patents, admiralty, and large corporation matters in general is in the hands of non-Jewish firms many of which, even though they have numerous Jewish clients, have no Jewish partners.
And besides banks, investment - banking firms, mutual funds and insurance companies may qualify as lenders as weAnd besides banks, investment - banking firms, mutual funds and insurance companies may qualify as lenders as weand insurance companies may qualify as lenders as well.
They want strict regulation of commercial banks and investment banks, insurance companies, and hedge funds.
From an investment standpoint, we think this result could prove positive for shares of banking, insurance and potentially energy companies in the region.
You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.
This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.
Prior to joining TD Ameritrade, Sadowsky served as Vice President, Finance in the corporate offices at The BISYS Group, Inc., which provided business process outsourcing to bank, insurance, and investment companies, and later joined Columbus Circle Capital, where he specialized in annuity arbitrage and life insurance premium financing.
In addition to GAC, a state - affiliated car maker, Uber China's backers now include the HNA Group, a major travel and logistics company (best known in China as the owner of Hainan Airlines, the country's largest privately - owned airline); China Taiping Insurance, a Hong Kong - listed insurance company; China Life, another insurance company; and CITIC Securities, an investment bank part of the state - backed CITInsurance, a Hong Kong - listed insurance company; China Life, another insurance company; and CITIC Securities, an investment bank part of the state - backed CITinsurance company; China Life, another insurance company; and CITIC Securities, an investment bank part of the state - backed CITinsurance company; and CITIC Securities, an investment bank part of the state - backed CITIC Group.
Prior to joining Summit Partners in 2011, Peter worked on the healthcare investment banking teams at Jefferies & Company and UBS, where he executed over 80 transactions in practice management, health insurance and healthcare real - estate.
As one of North America's leading diversified financial services companies, RBC provides personal and commercial banking, wealth management services, insurance, corporate and investment banking and transaction processing services on a global basis, serving close to 15 million clients through offices in Canada, the U.S. and 51 other countries.
It did this by allowing banks, investment banks, and insurance companies to deduct half of the lender's interest income in computing their own corporate taxes for loans or structured bonds to corporations to access credit to finance ESOPs for broad groups of employees.
Over the course of his career, Mr. Maddox has helped create and distribute more than a dozen different mutual fund, variable annuity, and hedge fund complexes for banks, insurance companies, and independent investment advisors, and has served as the chief accounting officer, treasurer, vice president, and president of many of these funds.
Variable Rate Demand Note Inventory and Remarketing PNC has a portfolio which approaches $ 8 billion and includes issues enhanced by letters of credit from investment grade commercial banks and insurance companies with bank liquidity facilities.
RBC Royal Bank is one of North America's leading diversified financial services companies, and provides personal and commercial banking, wealth management services, insurance, corporate and investment banking and transaction processing services on a global basis.
Companies involved in activities such as banking, consumer finance, investment banking and brokerage, asset management, insurance and investment, and real estate, including REITs.
Citicorp at the time was the parent of the FDIC - insured Citibank while Travelers Group owned insurance companies, investment bank Salomon Brothers and the large retail brokerage firm, Smith Barney.
We represent clients in transactions involving OTC derivative financial products, advising numerous commercial and investment banks, as well as major corporations, insurance companies and other end - users of these products.
At this summit, you will meet and network with 200 + senior - level representatives from private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, asset managers, owners, and developers.
Our attorneys are also experienced in traditional commodities transactions and exchange - listed futures and options, counseling major exchanges, commercial banks, insurance companies, portfolio managers, investment banks, traders and advisers.
They included registered investment advisors, bank financial advisors, advisors affiliated with an independent broker - dealer, advisors affiliated with a national wirehouse, and advisors affiliated with an insurance company.
You can get them from mutual fund investment companies, and you can also get mutual funds from your bank and insurance company.
Geithner was intimately involved in the bailout of insurance company AIG, investment bank Bear Stearns, commercial bank Citigroup, and mortgage giants Fannie Mae and Freddie Mac.
Certain Shareholders (including broker - dealers, traders, banks and other financial institutions, insurance companies, real estate investment trusts, tax - exempt entities, Shareholders whose functional currency is not the US dollar or other investors with special circumstances) may be subject to special rules not discussed below.
Sheikh Isyaku founded a major family operated holding company with a history of investment in manufacturing, insurance, banking and real estate.
American, British, Japanese, and Swiss banks, investment banks, and insurance companies have a long history of accumulating large amounts of capital.
For the protection of New York State residents, banks, insurance companies, utilities, investment companies and many other businesses are required by state law to surrender inactive accounts to the state.
Crucially, the new organization will partner a host of other institutions such as Ghana Investment Promotion Centre, providers of mobile money services, cooperatives, Town & Country Planning Department, Council for Scientific and Industrial Research, National Board for Small Scale Industries, GRATIS Foundation, Venture Capital Trust Fund, the commercial and investment banks, insurance companies, and of course, the District Assemblies tInvestment Promotion Centre, providers of mobile money services, cooperatives, Town & Country Planning Department, Council for Scientific and Industrial Research, National Board for Small Scale Industries, GRATIS Foundation, Venture Capital Trust Fund, the commercial and investment banks, insurance companies, and of course, the District Assemblies tinvestment banks, insurance companies, and of course, the District Assemblies themselves.
Financial services companiesbanks, investment houses, hedge funds, insurance companies, and so on — have long recruited financial analysts from the ranks of physical scientists and mathematicians.
The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.
Institutional investor: A investor who is a bank, savings and loan association, insurance company, registered investment company, federal - or state - registered investment adviser, or any other person, corporation, partnership, trust, or other entity with total assets of at least $ 50 million.
HR 10 allowed for the formation of financial holding companies that could engage in banking, investment banking, and insurance, with regulation of mixed entities to be done functionally down at the operating companies, in much the same way it would be done for standalone entities.
With the longer liability structures, and a highly competitive environment, the investment policy of most insurance companies is more aggressive than that of most banks.
Banks, insurance companies and investment firms are constantly looking for people to sell their financial products.
USAA is a combination of companies that provide home and auto insurance, banking, and investment products.
«Outside of the field of banks, insurance companies and, particularly, investment trusts, it is only in the exceptional case that book value or liquidating value plays an important role in security analysis.»
The company through its subsidiaries offers personal and business banking services, consumer and commercial loans, equipment leasing, mortgages, insurance and wealth management services, including investment management, trust and estate administration, retirement planning, custody services, and tax planning and preparation.
Principal Protected Notes (PPN) are a product offered by banks and insurance companies that allow you to participate (to an extent) in the risky stock markets while your initial investment is guaranteed to be repaid in (say) five or ten years.
Industries where ROE becomes a tool for predicting future earnings include income producing real estate, commercial banks, insurance companies, investment companies, conglomerates and hedge funds.
Investments / Insurance: Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value The video commentaries presented on this page are provided for informational purposes only by USAA Asset Management Company (AMCO) and / or USAA Investment Management Company (IMCO), both registered investmentInvestment Management Company (IMCO), both registered investmentinvestment advisers.
By «institutions,» Reed means everything from governments to banks to credit unions to insurance companies and investment houses.
The Yield Book's highly respected analytics platform is operating in its third decade and serves approximately 350 institutions globally including investment management firms, banks, central banks, insurance companies, pension funds, broker - dealers, hedge funds and investment management firms.
They have insurance, investment products, standard banking options and credit cards, making them a well rounded financial company that can offer you just about anything you need from a financial standpoint.
Through all of this merger and acquisition activity, Chase Bank emerged as the consumer banking arm of J.P. Morgan Chase & Company, offering a wide range of financial products to consumers including deposit accounts, investment products, insurance, loans and credit cards.
It's no wonder that managed investment accounts are the preferred way to invest by large banks, insurance companies and family offices.
A colloquial term for non-bank lenders who provide short - term sources of credit for investment dealers; e.g., corporations, insurance companies and other institutional short - term investors, none of whom is under the jurisdiction of the Bank Act.
Financial professionals from brokerage firms, banks, or insurance companies may focus on selling investment products like specific mutual funds, annuities, and insurance products instead of offering comprehensive financial planning to guide you toward your short and long - term goals.
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