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Glossary of Private Banking and Wealth Management Terms
- Acquisitions = takeover
- Alternative Investment = An alternative investment is regarded as an investment product other than traditional investments such as stocks, bonds, money markets, and/or cash.
- Asset Management
- Asset Management is the function or process of controlling and managing assets and liabilities to achieve high returns.
- Bearing of bonds
- Financial transaction consisting for an investor in buying bonds to a seller who takes the irrevocable commitment to buy them back at an agreed date and exchange rate.
- Benchmark
- In the exchange field : index of reference of investment funds.
- Blue chip
- Term indicating securities of first order, the shares of large industrial companies and which are the object of important volumes of exchange.
- Capital gains
-
A capital gain is a profit that results from investments into a capital asset which exceeds the purchase price. Conversely, a capital loss arises if the proceeds from the sale of a capital asset are less than the purchase price.
- Capital Market
- the capital market is a market for securities where companies and government can raise long-term funds. The capital markets include the stock markets & the bond markets. The capital markets consist of the primary markets and the secondary markets.
- EMTN (Euro medium term note)
- Medium term bond whose issue is uninterrupted, in accordance with the principal characteristics defined within the framework of a program of issuing : currency, ceiling of the issuing, duration, maturity…
- Equity warrant
- Security giving the possibility to subscribe a share or a new bond at a certain price during a certain period.
- Escrow Services
- definition:
Escrow services act as a third party for buyers and sellers who have reached an agreement on an item or a property for sale.
- Ethical mutual fund
- Mutual fund whose objective of management is to reconcile profitability and morals concerns.
- Foreign exchange Market
-
The foreign exchange (FX) market is where currency trading takes place. Foreign exchange transactions typically involve one party purchasing a quantity of one currency in exchange for paying a quantity of another. Today the FX market is one of the largest and most liquid financial markets in the world, and includes trading between large banks, central banks, currency speculators, corporations, governments, and other institutions. The purpose of FX market is to facilitate trade and investment.
- Fund of funds
- Undertaking for collective investment in securities (mutual fund) whose assets are invested in other mutual funds and not directly in shares or bonds on a market.
In France, bonds from a same issuer cannot represent more than 10 % of the assets for the same category of bonds. - Hedge funds
- Investment funds whose objective of management is to obtain the best possible output for the funded capital, which implies the taking of important risks.
- High Net Worth Individuals
-
A high-Net-Worth Individual (HNWI) is a person with a high net worth (total assets minus total outside liabilities of an individual). In the private banking business, these individuals typically are defined as having investable assets (financial assets not including primary residence) in excess of US$1 million.
- Open architecture
-
In banking terms open architecture refers to the option where a client, at his bank, can have a choice of financial products issued by other institutions.
- SICAV (Mutual fund)
- Company having a legal status and which purpose is the management of a portfolio of bonds for the account of its shareholders.
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