A pitchbook is a sales document created by investment bank that contains the details of the main attributes of the firm. It is used by firm's sales personnel to sell products and services as well as generate new clients.

 

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Private banking is a series of personalized services and products offered to the high-net-worth clients of a retail bank or some other financial institution.

 

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A short call option position where the writer does not own an equivalent position in the underlying security presented by their option contracts.

 

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Green investments are investments which focus on companies or projects committed to the conservation of natural resources, research or implementation of alternative energy sources, clean air and water projects.

 

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