Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

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…

Cambridge Associates elite

  • Consulting or actuarial
  • USA

Cambridge Associates is a leading global investment firm. We aim to help endowments & foundations, pension plans, and private clients implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. Working alongside its early…

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 23 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.

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

Prime Partners S.A.

  • Financial adviser / IFA
  • Geneva, Switzerland
  • 11 - 50 employees
Prime Partners S.A. is an independent wealth management company that provides global investment advice and tailor-made asset management services to clients. The partner-based structure is client-centred and provides continuity and confidentiality at all times.

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.

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.

KBL European Private Bankers

  • Private banking & wealth
  • Madrid, Spain
Founded in Luxembourg in 1949, KBL European Private Bankers operates in 50 European cities and employs over 2,000 staff, including some 400 private bankers and 200 investment professionals.

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.