Investment Services
Investment services include multiple financial instruments activities, offering a suite of critical functions such as furnishing investment advice, portfolio management services, and engaging in underwriting. These services, which may require licensing in certain jurisdictions, are extended by financial institutions to cater to the needs of both individual and institutional investors. The primary objective of investment management is to realize specific investment goals for the advantage of clients, potentially encompassing additional financial planning and advisory services. Exemplifying investment services are activities like delivering personalized recommendations on financial instruments to clients, efficiently managing investment portfolios, and offering guidance on strategic investment approaches.
For example, one specialized form of investment service is wealth management, tailored to high-net-worth individuals, providing comprehensive investment solutions to meet the unique financial objectives of affluent clients.