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…

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…

UBS Asset Management premium

  • Investment management
  • Switzerland
  • 1000+ employees

UBS Asset Management is a large-scale asset manager, with a presence in 23 countries.

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

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.

Compass Invest

  • Investment management
  • Sofia, Bulgaria
  • 1 - 10 employees
Compass Invest is a licensed EU Asset management company with four UCITS mutual funds.

We offer professional, tailor-made discretionary portfolio management to our clients by helping them pursue their wealth management goals.

Prime Partners S.A.

  • Financial adviser / IFA
  • Geneva, Switzerland
  • 11 - 50 employees
Prime Partners S.A. is an independent wealth management company that provides global investment advice and tailor-made asset management services to clients. The partner-based structure is client-centred and provides continuity and confidentiality at all times.

Wellspring Financial Advisors, LLC

  • Family or multi-family office
  • Cleveland, USA
  • 11 - 50 employees
Wellspring is an independent personal wealth management and multi-family office. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services.

DA.PO

  • Family or multi-family office
  • Singapore, Singapore
  • 1 - 10 employees
Family office. We invest in public/private equities and fix incomes.

China Investment Corp Ltd

  • Family or multi-family office
  • Hong Kong
  • 1 - 10 employees
"China Investment Corp" is a private company, registered in Hong Kong It's primary function investment. It has published the novel 'The Neptune Vortex', an occult insight into the art of concept engineering through the use of enneagrams. Authored by Derk Vanderbent's pseudonym, Van Derek.

Tycuda Group

  • Financial adviser / IFA
  • Langley, Canada
  • 1 - 10 employees
Tycuda takes risk and return to a different level. Our analytical process historically delivers results often substantially surpassing benchmarks from any risk return metric. Our software then allows the blending of assets and asset classes to further enhance the risk return profile of portfolios.

aeris Capital AG

  • Family or multi-family office
  • Pfäffikon, Switzerland
  • 11 - 50 employees
Single family office

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.

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.

Inversor Global

  • Financial adviser / IFA
  • BUENOS AIRES, Argentina
  • 11 - 50 employees
It's a financial publishing companies that helps peoople become into investors.

Rossi Financial Group

  • Financial adviser / IFA
  • El Dorado Hills, USA
California Registered Investment Advisor bringing transparency and evidence based investing to corporate retirement plan and individuals.