Private Wealth and Family Offices

Directory of Companies associated with Private Wealth and Family Offices

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    Cohen & Steers

    • Investment management
    • New York, USA
    • 201 - 1000 employees
    • Elite

    Cohen & Steers is a leading global investment manager specializing in liquid real assets including real estate securities, listed infrastructure, commodities, natural resource equities, multi-strategy real assets, as well as preferred securities and other income solutions. The firm has focused on ...

    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 ...

    FTSE Russell

    • Other service provider
    • London, UK
    • 201 - 1000 employees
    • Elite

    FTSE Russell provides a range of indexes across all major asset classes with broad global coverage, local market knowledge and significant multi-asset capabilities.

    FTSE Russell unifies two leading index providers to deliver comprehensive multi-asset benchmarks, a broader choice of indexes, high ...

    Eaton Vance

    • Investment management
    • Boston, USA
    • 1000+ employees
    • Premium

    Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The ability to adapt to fast-changing markets and meet the evolving needs of clients has been a hallmark of our organization since 1924.

    Our principal ...

    UBS Asset Management

    • Investment management
    • Switzerland
    • 1000+ employees
    • Premium

    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 across both traditional and alternative asset classes and ...

    Deutsche Asset Management

    • Investment management
    • Germany
    • 1000+ employees
    • Premium

    With EUR 723 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.

    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.

    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.

    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.

    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.

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