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Overview

Currently present in 4 continents, the Bank operates in the main financial centres in the world

We are pleased to announce the successful completion of the acquisition of BESI by Haitong Securities, one of China’s largest and oldest investment banking and securities firms.

Today marks a positive new beginning that brings together two complementary businesses with a single ambition of developing in to a world leading investment Bank. As of today, BESI will be named as Haitong Bank, S.A. and rebranded as Haitong.

With a strong presence in Asia, we will now have access to the adequate capital and resources to strengthen and expand our operations in the EMEA region, India and in the Americas. The successful completion is a great opportunity to strengthen our franchises in research, equities, fixed income, asset management, wealth management, derivatives, investment banking and structured finance.

Additionally, Haitong Securities has a BBB rating from S&P and it's avaluable Asian expertise will allow us to originate cross-border business in mergers and acquisitions, equity and debt capital markets. The acquisition will also be a critical element to fulfil our ambition to develop a robust UK and US platforms to provide Clients globally with access to capital and liquidity.

We are delighted to be working closely with our new shareholder and look forward to working together as we strive to become one of the world’s leading financial institutions.



News
What we do
Lisbon main services and business areas
  • Client Relationship & Origination

    The Client Relationship and Origination Division cuts across all the Bank's product lines, monitoring Clients and canvassing new business opportunities at both national and international level. This area is organised by industry sectors and locally managed by the respective Senior Country Officer, who coordinates a commercial team of expert professionals dedicated to the Clients' needs.

    While maintaining its focus on the Portuguese market, the area continues to enhance its presence in the international markets, fostering new cross-border business opportunities, especially in the more enticing emerging markets.

  • Private Solutions

    Under a joint approach with the Private Banking Division, the Private Solutions team combines technical and commercial skills permitting to address the needs of high net worth private Clients and proactively deliver investment solutions with a risk/return relation customised to the affluent segment.

  • Capital Markets

    The Bank has an extensive track-record in both Equity and Debt Capital Markets.

    In Debt Capital Markets, the Bank's team implements financing solutions that involve the structuring and placing of Bonds in the national and international markets and is also responsible for structuring domestic commercial paper programmes for Corporate Clients.

    In Equity Capital Markets the Bank’s services include the structuring and coordination of privatizations, initial public offerings (IPOs), capital increases, public takeovers, as well as equity-linked securities such as convertible bonds.

    The Bank holds a reference position in the primary Equity, equity-linked and Debt Capital Markets in Portugal, where in the last few years it participated in most high profile transactions.

  • Equities

    This area includes all of the Bank's brokerage activities. The Bank operates and is a direct member of Euronext Lisbon, the Madrid Stock Exchange, the Warsaw Stock Exchange and Bovespa (Sao Paulo), with dedicated teams locally based in these geographies , as well as in London.

    As a result, the Bank has a wide distribution capability among domestic and international Clients, both institutional and private.

  • Fixed Income

    Working closely with their corporate and institutional Clients, the Corporate Solutions and Institutional Structured Products teams strive to obtain an in-depth knowledge of each Client, so as to work out the most appropriate solutions taking into account market vision, risk profile, product maturity and expected returns as well as individual needs in terms of risk hedging, for corporate Clients, or investment periods and return objectives, for institutional Clients.

    Located in Lisbon, Madrid, London, Warsaw, Sao Paulo and New York, the Fixed Income department's sales team has a strong distribution capacity and broad geographical coverage. The department is supported by the syndication team, responsible for pricing, marketing and executing the Capital Markets transactions, actively participating in the structuring of new operations and search for new opportunities.

    The Flow Trading team is responsible for market making in the secondary bond market for corporate, financial and sovereign issuers in markets considered strategic.

  • Asset Management

    The Asset Management team currently manages roughly one thousand portfolios of individual and institutional Clients. With a 12-year track record, the team boasts a high level of specialisation, flexibility and transparency. Its core activity is the selection of assets in the global equity markets, and in particular in those where the Bank is present and has its own research teams, namely in Iberia, the United Kingdom, Poland and Europe in general, as well as in Brazil and India.

  • Corporate Finance

    The Corporate Finance team is responsible for advising on and negotiating and structuring merger and acquisition, joint-venture, corporate restructuring, and disposal operations, as well as for economic and financial valuations of companies, for both private companies and in privatisation operations.

  • Mid-Cap Financial Advisory

    This division provides investment banking services to the mid-cap corporate segment since 2004, including financial advisory services for mergers and acquisitions and for financial restructuring processes, as well as valuations and economic and financial feasibility studies.

    Commercial efforts in this area are undertaken in cooperation with Corporate Centres. Having expanded its activity to individual Clients under a protocol with the Private Banking Division, the Mid-Cap Financial Advisory division now offers specific investment services on equity holdings acquisition and sales to Private Banking Clients.

  • Project Finance and Securitisation

    The Project Finance and Securitisation Division’s services include financial advisory services, and structuring and arranging of non-recourse and limited recourse project finance facilities and structured finance facilities.

    As a result of the strong growth of this business, particularly in the infrastructure and renewable energy sectors, the Bank has developed specific skills and accumulated a high level of expertise at both national and international level.

    Having local specialised teams in the various geographies where it operates provides the Bank with in-depth knowledge of each market's characteristics and practices while giving it a strong competitive edge as well as unique conditions to meet the Clients' requirements.

  • Capital Structure Advisory

    The Capital Structure Advisory’s services include advisory and consulting services related to the structuring, mapping and implementation of solutions to manage risks associated with leverage. This division advises and supports the implementation of capital structure optimisation solutions and specifically corporate liabilities’ management.

    As a result of the strong growth of specific business, the Bank has developed specific skills and accumulated a high level of expertise at both national and international level.

    Having local specialised teams in the various geographies where it operates provides the Bank with in-depth knowledge of each market's characteristics and practices while giving it a strong competitive edge as well as unique conditions to meet the Clients' requirements.

  • Acquisition Finance and Other Loans

    Acquisition Finance and Other Loans is responsible for the structuring, underwriting and primary syndication of debt financing for the acquisition of medium-sized and large companies.

  • Private Equity

    Haitong Capital, the venture capital firm of Haitong Bank, S.A., is one of the oldest in Portugal, operating in Iberia and also in Brazil.

    The company concentrates its activity on the development capital, infrastructure and energy segments, namely through investment in equity buyout and expansion transactions.

    Website
  • Research

    The Economics Research team puts together our views from Equities to Fixed Income, and groups the comments from our economists worldwide. It publishes a Global Daily Monitor, with a selected group of indicators and views every day at 5pm GMT.

    It also publishes a Monthly Economics Watch, with our House View, the second week of every month and also continues to release Thematic research on a number of investable issues, in developed and emerging markets.

    Research

Deals and Awards

Experience, Leadership and Success
The awards are of the exclusive responsibility of the awarding entities

Team
Contacts
Please contact us for more information

LISBON - PORTUGAL

Address
Haitong Bank, S.A.

Edifício Quartzo (Head Office)

Rua Alexandre Herculano, 38

1269-180 Lisboa - Portugal

Phone
+ 351 21 319 69 00

Fax
+ 351 21 330 95 00

E-mail
mail@haitongib.com