Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

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    State Street Corporation

    • Investment banking
    • Boston, USA
    • 1000+ employees
    • Elite

    State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.30 trillion in assets under custody and administration and $2.70 ...

    Eaton Vance Institutional

    • Investment management
    • Boston, USA
    • 1000+ employees
    • Elite

    Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer institutions and intermediaries a broad array of investment management solutions. The Company's long record of providing ...

    CFA Institute

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

    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 offers the ...

    DWS

    • Investment management
    • Germany
    • 1000+ employees
    • Premium

    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

    • Investment management
    • Switzerland
    • 1000+ employees
    • Free

    At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $695 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies designed to meet your needs.

    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.

    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.

    Persimmon Capital Management

    • Family or multi-family office
    • Philadelphia, USA
    • 1 - 10 employees

    Founded in 1998, Persimmon Capital Management is a privately owned, independent wealth and institutional advisory firm focused on multi-generational families of wealth. We specialize in proactive advice and institutional risk management.

    DA.PO

    • Family or multi-family office
    • Singapore, Singapore
    • 1 - 10 employees

    Family office. We invest in public/private equities and fix incomes.

    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.

    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.

    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.

    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.

    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.

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