Crédit Suisse introduction

50 %
50 %
Information about Crédit Suisse introduction

Published on January 11, 2008

Author: guestb1c425



Crédit Suisse Presentation of investment banking

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

Add a comment

Related pages

Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu.
Read more

Credit Suisse AG – Structured Products - my Solutions

Depending on your contractual relationship with Credit Suisse, the offering available on my Solutions may differ.
Read more

Credit Suisse AG – Structured Products - my Solutions

In Abhängigkeit von Ihrer vertraglichen Beziehung mit der Credit Suisse kann das verfügbare Angebot auf my Solutions unterschiedlich sein.
Read more

Introduction Presentation at Credit Suisse

An introduction on Bitcoin, held by our CEO, Niklas Nikolajsen in Zürich, for 100 employees of Credit Suisse with following topics: 1.0 Welcome - About ...
Read more

Global Wealth Report 2014 - Economics - Western University

Introduction the credit suisse global Wealth Report provides the most comprehensive and up-to-date source of information on global household wealth.
Read more

Credit Suisse Said to Hire New Asia Capital Introductions ...

Credit Suisse Group AG, Asia’s second-largest prime broker by share of assets, ... Credit Suisse Said to Hire New Asia Capital Introductions Head. Bei Hu .
Read more

Multi-Factor Risk Attribution - SwissBanking - Home

Multi-Factor Risk Attribution Concept and Uses August 29, 2012 CREDIT SUISSE AG, Mary Cait McCarthy, CFA, FRM
Read more

Introdu ction to Liquid Alternative Be ta

Introduction to Liquid Alternative Beta ... Credit Suisse Opportunity Funds and Credit Suisse Asset Management, LLC have entered into a written
Read more

Introduction for Credit_Suisse_Group (CS)

Introduction . This report is filed in relation to Credit Suisse Group’s wholly-owned subsidiary, Credit Suisse. It contains information about Credit ...
Read more