Directory of Companies associated with Private Wealth and Family Offices

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…

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…

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…

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…

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…

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 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.