# Collective investment portfolio management: Banks offer advice on collective investments, such as mutual funds, ETFs and managed funds. One may also need professional advice for investing in hedge funds. Such funds hedge their risks via methods like short selling.
# Brokerage services: Investors need brokers to trade in bonds, stocks, foreign currency and derivatives. The brokerage services offered by banks are considered more reliable and are preferred to those offered by individual brokers.
Apart from financial goals, investors may have other priorities that financial institutions providing investment services can take into account. Such priorities may include socially responsible investing, green investing and sustainable investing.Download