Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

State Street Corporation elite

  • Investment banking
  • Boston, USA
  • 1000+ employees

Responsible for more than 10 percent of the world’s assets, State Street is focused on helping institutional investors achieve better outcomes. Tapping into the power of their technology, people, insights and experience, State Street is a leading provider of financial services to institutional…

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…

Janus Henderson Investors premium

  • Investment management
  • Denver, USA
  • 1000+ employees

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals.

Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. We aim to do this by taking on…

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…

World Gold Council premium

  • Prof. body or association
  • London, UK
  • 51 - 200 employees

The World Gold Council is the market development organisation for the gold industry. Our purpose is to stimulate and sustain demand for gold, provide industry leadership and be the global authority on the gold market.

We develop gold-backed solutions, services and products, based on…

DWS Group premium

  • Investment management
  • Germany
  • 1000+ employees

DWS Group (DWS) is one of the world's leading asset managers with EUR 767 bn of assets under management (as of 31 December 2019). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a…

Shine Consultant

  • Media and conferences
  • China

Shine Consultant was founded in 2005, committed to building a communication and think-tank platform for global business leaders. Shine Consultant gathers millions of strategic and tactical leaders based on more than 10 years’ summit operating experience, focusing on key core industries.

Eaton Vance Institutional

  • 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.

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.

Cap Corporate Finance

  • Financial adviser / IFA
  • Dublin , Ireland
  • 1 - 10 employees
Cap Corporate Finance is a boutique corporate finance firm providing advice on business disposals, acquisitions, valuations, fund raising, project analysis.
Additionally, we source investment asset classes for the financial advisory market.

Davidson Downing Limited

  • Financial adviser / IFA
  • UK
  • 1 - 10 employees

We provide advice to both individuals and companies on all aspects of financial planning, through a full understanding our clients' needs, wants and aspirations and then prioritising objectives.

4Finance

  • Family or multi-family office
  • Zürich, Switzerland
  • 1 - 10 employees

https://www.smartMoneyMatch.com/4finance

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.

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.