Personal Wealth & Private Banking

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  1. Investopedia's Oddest Business and Investing Terms

    The oddest business and investing terms found on Investopedia.
  2. Is my IRA or Roth IRA FDIC-Insured?

    Understand how the Federal Deposit Insurance Corporation (FDIC) protects certain individual retirement accounts, and learn ...
  3. Pros And Cons Of Offshore Investing

    Tax loopholes for investing abroad are shrinking, but there are still plenty of viable prospects. Get the big picture.
  4. Overall Liquidity Ratio

    Overall liquidity ratio is the measurement of a company’s capacity to pay for its liabilities with its assets.
  5. Life Settlement

    A life settlement is the selling of one's life insurance policy to a third party for a one-time cash payment.
  6. Offering

    An offering is the issue or sale of a security by a company. It is often used in reference to an initial public offering ...
  7. Trilemma

    A trilemma describes the theory that a country cannot have free flow of capital, a fixed exchange rate, and independent monetary ...
  8. Underwriting Standards

    Underwriting standards are guidelines established to ensure that safe and secure loans are issued and maintained.
  9. Gross Spread

    Gross spread is the difference between the underwriting price received by the issuing company and the actual price offered ...
  10. Undersubscribed

    Undersubscribed is a situation in which demand for IPO securities is less than the number of shares issued, also known as ...
  11. Actuarial Service

    Actuarial service is one way corporations determine, assess and plan for the financial impact of risk.
  12. Seasoned Issue

    A seasoned issue is the issue of additional securities from an established company whose securities already trade in the ...
  13. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  14. Safe Deposit Box

    A safe deposit box is usually located inside a bank and is used to store valuables.
  15. Underwriting Agreement

    An underwriting agreement is a contract between a group of investment bankers in an underwriting syndicate and the issuer ...
  16. UDAAP

    UDAAP is an acronym referring to unfair, deceptive or abusive acts or practices by those who offer financial products or ...
  17. Primary Offering

    A primary offering is the first issuance of stock from a private company for public sale.
  18. Public Offering Price (POP)

    The public offering price (POP) is the price at which new issues of stock are offered to the public by an underwriter.
  19. Protected Cell Company (PCC)

    A protected cell company (PCC) is a corporate structure, a single legal entity made of a core and several cells with separate ...
  20. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  21. Uninsurable Risk

    Uninsurable risk is a condition that poses unknowable or unacceptable risk of loss.
  22. Investment Bank (IB)

    An investment bank is an intermediary between securities issuers and investors, does underwriting and acts as broker/advisor ...
  23. 6 investing mistakes the ultra wealthy don't make

    Understand who ultra-high-net-worth individuals are and how they invest. Learn about six key investment mistakes the ultra ...
  24. Why is Jersey considered a tax haven?

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  25. The Giants of Finance: Andrew Carnegie

    Though not as well-remembered as some of his contemporaries, Andrew Carnegie's legacy is strong and moralistic.
  26. The Best and Worst Investing Advice

    Some financial sayings are worth a second look, even if they seem to be set in stone.
  27. What is the difference between liquidity and liquid assets?

    Liquid assets can easily be converted into cash. Liquidity is the ability of a business to pay its debts using its liquid ...
  28. Is there a difference between capital gains and dividend income?

    Selling something for a profit leads to capital gains. A payment made by a corporations to stockholders is a dividend. Both ...
  29. What is the difference between capital gains and investment income?

    Learn about the difference between capital gains and other types of investment income, such as dividends paid on stock or ...
  30. What is the financial services sector?

    The financial services sector consists of a diverse group of companies that goes beyond banks and credit unions.
  31. 7 Ways to Recession-Proof Your Life

    Find out what you can do to prepare and cope in tough economic times.
  32. Were Collateralized Debt Obligations (CDO) Responsible for the 2008 Financial Crisis?

    Collateralized debt obligations are exotic financial instruments that can be difficult to understand, Learn the role they ...
  33. Investing in Leveraged Buyouts: Know the Risks

    Leveraged buyouts allow investors to make large acquisitions without a lot of capital. But LBOs carry big risks and result ...
  34. Should You Work At A Boutique Investment Bank?

    Boutique investment banks are consistently increasing their marketshare. Should you consider a job at a boutique instead ...
  35. Top 3 Trends Affecting Private Wealth Management

    Don't miss out on high-net-worth clients because you aren't prepared for their service demands.
  36. 6 Easy Ways To Keep Current

    Here are six ways in which you can keep up with the news while you are on the go.
  37. 4 Ways To Cut Your Living Expenses

    Living expenses can add up if you're not careful. Here's how to save on everyday living expenses.
  38. What Level of Return on Equity is Common for Bank?

    Discover what the average return on equity (ROE) ratio is for companies in the banking industry, and understand the significance ...
  39. What Distinguished Financial Services Sector from the Banks?

    Learn about the difference between the banking industry and the financial services sector and how to distinguish financial ...
  40. 7 Billionaires' First Jobs

    We all know of these famous billionaires, and how they made their money. But have you ever wondered how they got their start? ...
  41. What are major differences between investment banking and private equity?

    Private equity and investment banking both raise capital for investing purposes, but they do so in very different ways.
  42. Top 7 Shareholders of Barclays Stock

    Barclays attracts multiple institutional investors. Here's a look at the top seven of these shareholders.
  43. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  44. Four Big Investor Errors

    These simple lessons can cut your losses
  45. Compensation Myths: Burger Flipper Vs. Investment Banker

    Though these two jobs are perceived as being opposites, the compensation can be quite comparable.
  46. HSBC to Hire 1,000 in China (HSBC)

    HSBC is starting a hiring spree in the south of mainland China.
  47. Is Your Bank Pushing You Into the Wrong Products?

    Recent reports of questionable selling practices at J.P. Morgan Chase & Co. underscore the need for banking customers ...
  48. Credit Suisse Offers Brighter Outlook on Europe (CS, XLF)

    Credit Suisse lures more wealthy European clients with alternative strategies to combat political risks.
  49. What Are the Pros and Cons of Online Checking Accounts?

    Learn about the ways an online checking account can save you time and money, but understand the drawbacks before signing ...
  50. Chase vs. Wells Fargo: Which Is Best for High-Net-Worth Accounts? (JPM, WFC)

    Compare private banking services offered by Chase and Wells Fargo to high-net-worth individuals, and decide which bank provides ...
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