Published on January 11, 2008
Confidential University College London 17 September 2007 Ces Millwood The materials may not be used or relied upon in any way.
Topics Typical global bank structure Overview of Investment Banking Divisions Slide 2
Multi Divisional banking group, many facets Focus is on serving its clients in three typical business lines: investment banking, private banking and asset management. Banking Group Banking Investment Private Asset Banking Banking Management Slide 3
What we do for Investment Banking clients In investment banking, services include financial advisory and capital raising services, sales and trading for users and suppliers of capital around the world. To meet our clients’ demand for high-quality investment banking service, a key enabler is a global platform of services delivered through regional teams for funding, investing, risk management, and financial advisory. Products and services include: • Debt and equity underwriting • Sales and trading • Financial advisory services including M&A, divestiture, corporate sales, restructuring, liability management • Investment research Slide 4
What we do for Private Banking clients In private banking, services covered include comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-net-worth individuals globally. A structured advisory process encompassing both asset and liability management. Furthermore, leading innovative alternative investments. Wealth management solutions include tax planning; pension planning; life insurance solutions; wealth and inheritance advice, trusts and foundations. Typically it’s required to offer multiple booking platforms and global execution capabilities. Slide 5
What we do for Asset Management clients Asset Management offers investment products across the full spectrum of asset classes, including: – equities, – fixed income, – Commodities – multiple-asset class products – alternative assets such as real estate, hedge funds, private equity and volatility management. It’s typical to manage portfolios, mutual funds and other investment vehicles for a broad spectrum of clients globally, ranging from governments, institutions and corporations to private individuals. Key is to be able to offer asset management business that is operated as a globally integrated network to deliver our best investment ideas and capabilities to clients around the world. Slide 6
Overview of Investment Banking Divisions
Multi Divisional banking group, many facets: Chief Executive Officer Chairman Investment Banking Wealth Management Asset Management Securities Investment Banking – Mergers & Acquisitions – Fixed Income Division – Industry and Country – High Yield Capital Markets Coverage – Equity Sales & Trading – Equity Research –Joint Ventures: –Equity Capital Markets –Debt Capital Markets –Leveraged Finance Slide 8
Why approach an Investment Bank? Company / Government Company / sells assets Investor provides Government capital needs capital Fixed Income Equity Sales & Sales & Trading Trading Investors / companies need Research information Investor buys Investor withdraws investments Company capital buys assets Slide 9
What we typically offer our clients Mergers and Acquisitions Equity Capital Strategic Financial Markets Advisory Commercial Privatisations Lending Debt Capital Foreign Markets Exchange Financial Derivatives Slide 10
Investment Banking Department The “Bankers” are responsible for maintaining relationships with clients: – Capital Raising Advise companies on status of capital markets or refer them to capital markets officers Raise capital by creating various cost-effective securities for companies Security can be debt, preferred stock, common stock or a hybrid Typically act as “middleman” – Advisory Services Advise companies regarding their financial/business strategy Provide financial/industry advice regarding mergers and acquisitions Restructure and advise companies in bankruptcies Slide 11
Equities Department Fully-integrated service in Equity products to our client base: Analysing stocks and markets to generate investment ideas Marketing investment ideas to clients Executing client trades Making markets in global equities Structured products to meet our clients specific requirements Derivatives – to express an underlying view or hedge Taking proprietary positions Slide 12
Equities – who does what? Credit Suisse Client Order Feedback Exchange Salesperson Fund Manager Idea Idea Feedback Client Order Execution Outlines stock Idea Feedback behaviour in market Idea Research Analyst at Trader Analyst Client Outlines stock Feedback recommendation Ex What clients are ec Idea uti on doing Execution Or Execution de r Dealer at Sales Trader Client Order Trade/settlement details Settle Operations Operations at Client Trade Slide 13
Fixed Income Department What goes on in Fixed Income? Debt Issuance Trading: • Customer • Proprietary Sales Structuring Research: • Economic: Macro & Micro • Strategic • Company Specific Coordinated Relationship / Account management Slide 14
Fixed Income – how the departments interact Primary Debt Client/ Borrower Sales Research Structuring Secondary Trading Relationship / Account management Slide 15
Shared Services and Information Technology. How does the Bank execute its business? All three business areas are Banking supported by Shared Services and Information Technology Investment Private Asset These are critical areas of the Banking Banking Management bank and ensure the effective execution of business Shared Services and Information Technology comprise many different areas, some that work directly with a specific business area or others that focus on regional or firm-wide projects Shared Services & Information Technology Slide 16
Shared Services Shared Services supports the bank in many ways via some of the following key areas: Chief Financial Office Chief Operating Office Chief Risk Office Financial Accounting Business School Credit Risk Management Global Insurance Corporate Real Estate & Risk Measurement & Product Control Services Management Tax Human Resources Strategic Risk Treasury Supply Management Management General Counsel Investment Banking Legal & Compliance Support Complex Product Support Operations Slide 17
Success at in Investment Banking – Key criteria Client Focus & Collaboration Solutions People Diversity & Leadership Inclusion “Welcome, Jones. A word of advice before you embark on your career…” Personal Ethics & Excellence Control Slide 18
Core bank-wide initiatives “Offer products “Pursue client and services from driven innovationquot; across the bankquot; 'One Bank' Client Delivery Centricity (OBD) (CC) Revenue growth Cost Centers of Operational efficiency Management Excellence / Initiative cost management (CoE) (CMI) quot;Sustainably improve quot;Implement global Operational cost structurequot; business Excellence architecturequot; (OE) quot;Increase client focus and improve processesquot; Slide 19
Questions ? Slide 20
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