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Industry Research. Players for Commercial & Investment Banks. Commercial Bank. HSBC Group Over 130 years history 9,500 offices in 80 countries/territories Domestic commercial banking and financial services. Commercial Bank - HSBC. Personal Service: - Multi-currency accounts

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Industry Research

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Industry research

Industry Research

Players for Commercial & Investment Banks


Commercial bank

Commercial Bank

HSBC Group

  • Over 130 years history

  • 9,500 offices in 80 countries/territories

  • Domestic commercial banking and financial services


Commercial bank hsbc

Commercial Bank - HSBC

  • Personal Service:

    - Multi-currency accounts

    - Term deposits

    - Personal credit service

    - Mortgage finance

    - Hire purchase and leasing


Commercial bank hsbc1

Commercial Bank - HSBC

  • Business Service

    - Cash management

    - Financing working capital

    - Importing/exporting accounts

    - Retirement planning

    - Premises leasing


Strategy hsbc

Strategy - HSBC

  • Business Scope

    - Improvement

    • Premier/PowerVantage/Super Ease

    • ATM, 24-hour Phone banking Center, over 20 Mortgage Advice Centers

    • Internet banking, PC banking over private network, interactive TV, fixed telephone and WAP-enabled mobile


Strategy hsbc1

Strategy - HSBC

  • Business Scope

    - Innovation: Investment Service

    • Provides trust, custody and fund administration services

    • Launches “All Weather Plus Capital Guaranteed Fund”

      *Absolute returns (guaranteed return of 5%)

      * Increasing income (Profit lock-in)

      * Unlimited upside potential (absolute price movement )


Strategy hsbc2

Strategy - HSBC

  • Geographical Scope

    - 2000.5, renamed to HSBC’s General Representative Office Mainland China

    - 2001.12, took a minority stake of 8% in the Bank of Shanghai

    - 2002.10, acquired a 10% stake in Ping An Insurance Company of China Limited

    - Gained permission to be custodians for fund under the QFII scheme


Strategy hsbc3

Strategy - HSBC

  • Geographical Scope

    - Comes together with DTZ Debenham Tie Leung (Shanghai) to allow foreign investors, both living inside and outside China, to buy properties and manage their mortgage financing in the foreign currency


Investment banking merrill lynch co

Investment Banking Merrill Lynch & Co.


Background

Background

The Early Years

1907

  • Charles E. Merrill arrived in New York and met Edmund C. Lynch, and a great partnership began.

    1914

  • On 6 January, Charles E Merrill & Co. opens its doors. Merrill persuades Lynch to join him and, on 19 May, they open their office at 7 Wall Street.


Background1

Background

1915

  • Charles E. Merrill & Co. changes its name to Merrill, Lynch & Co.


Industry research

The Present

2000

  • Merrill Lynch and HSBC form a joint venture to create the first global, online investment and banking service aimed at the growing number of self-directed affluent investors outside the United States.

    2002

  • HSBC and Merrill Lynch agree in principle that the joint venture is to be integrated into the HSBC Group.

  • Merrill Lynch creates an equity wholesaling business in Europe, which provides broker-dealer clients fast and reliable trading in 15,000 European, U.S. and U.K. equities.


Industry research

The Present

2002

  • Merrill Lynch's browser-based MLX portal provides a single electronic window through which investors can access any product, any time in the trading cycle, anywhere in the world.


Strategy

Strategy

  • Enlarge the market ( investors outside US)

  • Provide variety of services

  • Satisfy the needs of different kinds of investors

  • Cooperate with other corporations ( Joint Venture with HSBC)


Customers types

Customers Types

  • Individual Investors

  • Small/Midsize Business

  • Corporations and Institutional Investors


Individual investor inside us

Services Offered

Banking and Lending

Business Needs

Estate Planning

Investment Strategies

Nonprofit Organization

Retirement

Tax- Efficient Investment

Individual Investor (inside US)


Small midsize business

Small/Midsize Business

  • Objective : SIMPLY YOUR BUSINESS THROUGH ONE ACCOUNT(WCMA)

  • Cash Management

  • Business Financing

  • Retirement and Benefits

  • Selling the Business


Working capital management account wcma

Working Capital Management Account (WCMA)

  • Sweeps incoming cash into your choice of money market account where it can earn interest or dividends until needed.

  • Pays down loan balances to minimize interest costs.


Corporations and institutional investors

Corporations and Institutional Investors

  • Offer equity, debt, and investment banking services to corporations, financial institutions, agencies and governments around the world.

  • Offer clients total access to Merrill Lynch's resources in order to deliver totally integrated and, often, pioneering solutions to our clients.

  • Raise capital for its clients through securities underwriting, private placements, loan syndication, and other financing techniques.


Industry research

  • Provide investors with access to world markets through global underwriting, trading, and distribution of stocks, bonds and other financial instruments, including government securities, convertibles, derivatives, and foreign currencies.

  • Offer merger and acquisition solutions to corporations and governments around the world. We also leverage our industry-leading technology and expertise to supply clearance, settlement and securities financing services to its clients worldwide.


Industry research

Q & A

~The End~


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