Directory of Companies associated with Private Wealth and Family Offices

Dimensional is a global investment manager dedicated to implementing the great ideas in finance. We have a long history of applying academic research to practical investing. Today, we offer equity and fixed income strategies designed to help advisors meet their clients’ investment goals.

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money, including individual investors, financial advisors and institutional investors. Together, they entrust us with $593 billion.*

Our reach is expansive. We have built a global team of 2,050…

At Wells Fargo Asset Management, we put the client at the centre of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialised investment teams (backed by over 480…

Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features more than 80 ETF strategies. While distinguished for our Thematic Growth, Income and International Access ETFs, we also…

A short introduction to Impax

Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest investment managers dedicated to this area.

We believe capital markets will be shaped profoundly…

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…

For decades, Lazard Asset Management has been managing investment portfolios and providing investment advice to institutional and individual investors around the world. We now operate from 24 cities across 17 countries with a global staff of over 800. Our…

Seismic is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic’s platform provides continuous guidance to improve behaviour, content, and skills to win more deals and deliver better experiences. Nearly…

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…

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…

Fisher Investments (FI) is a leading independent investment adviser managing over $186 billion (as of June 30, 2021). FI and its subsidiaries consist of four business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group, Fisher Investments Private Client…

UBS Asset Management is a large-scale asset manager, with a presence in 23 markets.

We take a connected approach to find the answers to our clients' investment challenges. Our global…

DWS Group (DWS) is one of the world's leading asset managers with EUR 793bn of assets under management (as of 31 December 2020). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia.…

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…

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.

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 133,000 users see and seize opportunity sooner.

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.

First Sentier Investors (formerly First State Investments) is a global asset management group focused on providing high quality, long-term investment capabilities to clients.