Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

Eaton Vance Institutional elite

  • Investment management
  • Boston, USA
  • 1000+ employees

Eaton Vance offers a range of equity, income and alternative strategies to institutional investors on a global basis. At Eaton Vance, our sole purpose is to manage investment assets — so we can focus on what our clients have engaged us for at all times. We are not subject to the…

CFA Institute elite

  • Prof. body or association
  • USA
  • 201 - 1000 employees

CFA Institute is a global association of more than 140,000 investment professionals. The vast majority of members work in the financial services industry, with more than half of them being research analysts, portfolio managers, risk managers, or financial advisers.

The organization…

UBS Asset Management premium

  • Investment management
  • Switzerland
  • 1000+ employees

UBS Asset Management is a large-scale asset manager, with a presence in 22 countries.

We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency…

DWS premium

  • Investment management
  • Germany
  • 1000+ employees

DWS is one of the world's leading asset managers with €700bn of assets under management (as of 31 Dec 2017). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognised by clients globally as a trusted source for…

bfinance

  • Consulting or actuarial
  • London, UK
  • 51 - 200 employees

bfinance is a specialist investment consultancy working with pension funds, endowments, insurers, family offices and other investors. Key areas include manager research and selection, fee benchmarking and negotiation, performance monitoring, risk analytics and portfolio review.

Aetos

  • Family or multi-family office
  • London & International , UAE
  • 1 - 10 employees
AETOS are an international private family investment office & institutional strategic partner focused on strategic international investments, cross border transactions, private equity, real estate, commodities, equities, fixed income and funds.

Meyado Private Wealth Management Singapore Pte Ltd

  • Financial adviser / IFA
  • Singapore, Singapore
  • 11 - 50 employees
Founded in Germany in 1993 with principle offices in Singapore and London.

We focus on private wealth management for international clients.

Our clients are mass affluent and high net wealth all over the world. We are FCA and MAS regulated.

Barrack Yard Advisors, llc

  • Family or multi-family office
  • Washington, USA
  • 1 - 10 employees
Wealth Management firm for individuals of means. Our culture is anchored in enduring principles and time-tested global investment strategies. Success for us is achieved when we know we know we have improved a client's life.

KBL European Private Bankers

  • Private banking & wealth
  • Madrid, Spain
Founded in Luxembourg in 1949, KBL European Private Bankers operates in 50 European cities and employs over 2,000 staff, including some 400 private bankers and 200 investment professionals.

Generation alfa

  • Private banking & wealth
  • Geneva, Switzerland
Generation Alfa S.A. is a boutique Wealth Management and corporate advisory firm offering its services to a global client base.

Founded in 2006, the Company is headquarted in Geneva, and has regulated offices in London and Dubai.

Borealis Global Advisory LLC

  • Financial adviser / IFA
  • Columbia, USA
  • 1 - 10 employees
Our mission is to provide global equity allocation recommendations and investment advice to independent financial advisors, financial institutions, money managers and pension funds. We use evidenced based approach along value, growth and risk dimensions to formulate country-level equity allocations.

Opus Financial Solutions LLC

  • Financial adviser / IFA
  • Boulder , USA
  • 1 - 10 employees
Opus Financial Solutions LLC (“Opus”) is a fee-only, registered investment adviser headquartered in Downers Grove, Illinois and with a branch location in Boulder, Colorado. We can handle your financial planning and tax planning and preparation needs in a proactive, integrated fashion.

Trendhaven Investment Management, LLC

  • Financial adviser / IFA
  • Brookfield, USA
  • 1 - 10 employees
Absolute Return strategy with verified 26 yr. track record. Excellent long term and rolling period performance. 5.9% max drawdown. Mitigates sequence of returns risks. A conservative alternative investment. Over $400M being managed with this strategy.

Cogent Advisory

  • Private banking & wealth
  • New Delhi, India
  • 1 - 10 employees
Cogent Advisory is a Premium Wealth Management & Advisory firm, specializing client investments across Globe. It is a niche Investment & Advisory firm catering to Ultra HNIs & Institutions.

Caspa Consulting Management & Investments Ltd

  • Family or multi-family office
  • Raanana, Israel
  • 1 - 10 employees
Caspa provide sophisticated financial solutions to high-net-worth individuals as they deploy considerable assets among a variety of financial instruments, Family Office services to long-term clients and advisory services for Institution and corporate clients as well.clients as well.

Alternative Investment Management, LLC

  • Family or multi-family office
  • New York, USA
  • 11 - 50 employees
AIM invests in alternative assets, with a focus on private equity and hedge funds. Our investors include high net worth individuals and family offices, foundations, endowments, corporate and public pension plans, and other personal and institutional tax-exempt capital.

Momentum Capital

  • Family or multi-family office
  • London, UK
  • 1 - 10 employees

Momentum Capital is the direct investment arm of a single family office. From its origins in 2002 as a mid-market private equity investor, Momentum Capital evolved into a broadly based investment company targeting opportunities in private equity, venture capital, real estate and financial…