- Industria: Financial services
- Number of terms: 25840
- Number of blossaries: 0
- Company Profile:
UBS AG, a financial services firm, provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
(1) In the Swiss context only: a fixed or variable-rate security legally classed as a bond or debenture issued as a private placement. The maturity is usually between five and seven years. Notes are inexpensive financing instruments for foreign issuers and have become a popular medium-term investment among institutional investors.
(2) In other contexts, a note is a credit instrument consisting of a written, unconditional promise to pay a sum of money at some specified future date to a named person or to bearer.
Industry:Banking
Tax collected at source by withholding the amount of the tax from payments due to the taxpayer. See withholding tax.
Industry:Banking
English gold coin, made from 22 carat gold and first minted in London in 1816 under Queen Victoria. Due to Britain's numerous colonies, the sovereign became widely accepted and used worldwide and was long regarded as the quintessential unit of currency and investment. Half sovereigns were also issued.
Industry:Banking
Financing method used by pension funds under which employees' contributions during a particular period cover the benefits paid out to the retirement beneficiaries during that period. The Swiss state old age and surviving dependants' pension scheme (AHV) is a pay-as-you-go system. Opposite: funded system.
Industry:Banking
Period during which subscriptions to a new securities issue can be accepted by the subscribing agent (usually a bank).
Industry:Banking
Security with comparatively low price and earnings fluctuations in contrast to speculative securities. Defensive investments such as blue chips and bonds are especially suitable for long-term capital investment.
Industry:Banking
Endorsement not bearing the name of the endorsee. The instrument merely contains the signature of the endorser. See also assignment in blank.
Industry:Banking
Valuation of all securities held in a safekeeping account at current market or taxable value prices. See also portfolio analysis.
Industry:Banking
Also: investment research. Analysis of political and economic conditions, the state of the financial markets, specific industries and companies with a view to developing an investment policy, an asset allocation and individual share recommendations. See also basic analysis, technical analysis.
Industry:Banking
Private collective investment vehicle which is active in the global capital markets, seeks to achieve absolute returns and capital appreciation. Hedge funds use a variety of investment techniques, are lightly regulated and often accept only a very limited number of investors so as to ensure that their investment strategy remains flexible. Hedge funds are categorised not only according to the asset classes in which they invest (equities, bonds etc.) or their geographic or thematic orientation, but also in terms of their strategies (e.g. arbitrage, macro, event-driven or opportunistic).
Industry:Banking
