financial and investment services, namely, investment management, portfolio management, wealth management, asset management, mutual fund sales and management, discretionary investment management, private client investment management, investment counselling, institutional investment management, mutual fund dealing; providing information and research in the field of finance and financial investments; investment advice and analysis; financial services, namely, the development, sale and management of investment funds; funds investment; investment of funds for others; fund investment consultation; financial advice and consultancy services