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…

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 22 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.

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.

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

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.

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.

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.

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.

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