Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

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    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 ...

    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 ...

    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 $31.0 trillion in assets under custody and administration and $2.60 ...

    Deutsche Asset Management

    • Investment management
    • Germany
    • 1000+ employees
    • Premium

    With EUR 711 billion of assets under management, Deutsche Asset Management is one of the world’s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes.

    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.

    Dielmann Services

    • Financial adviser / IFA
    • Geneva, Switzerland

    Providing asset management, back office, treasury and general consulting services to professional investors, businesses and individuals in Switzerland and Germany (onshore - onshore). The company is active only through its representative office. It has no qualified activities in Switzerland.

    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.

    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.

    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.

    Paul R. Ried Financial Group, LLC

    • Financial adviser / IFA
    • Bellevue, USA
    • 1 - 10 employees

    Founded in 1986, Paul R. Ried Financial Group represents a dedicated experienced team of professionals committed to independence and objectivity. We employ a highly collaborative process for Retirement Planning and Estate Preservation.

    EFG Bank AG Singapore

    • Private banking & wealth
    • Switzerland
    • 201 - 1000 employees

    EFG International group offers private banking and asset management services exclusively. EFG International's group is headquartered in Zurich and operates in around 30 locations worldwide. EFG International's registered shares (EFGN) are listed on the SIX Swiss Exchange.

    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.

    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.

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