Banking services; Banking and financing services; Cash management; Equity capital investment; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial planning and investment advisory services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advice; Investment advisory services; Investment banking services; Investment consultation; Investment management; Investment of funds for others; Management of private equity funds; Management of securities portfolios; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities brokerage; Securities trading and investing services for others via the internet; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Private equity fund investment services