Asset Management Portfolio Management Underwriting 
MergersCorp M&A International
JUNE 25, 2025
M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).
Razorpay
AUGUST 9, 2023
They may help with underwriting, fundraising, credit or financial advice. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What is a Merchant Bank? Merchant banks may also provide services to high net worth individuals.
Razorpay
DECEMBER 15, 2024
A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.
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