Directory of Companies associated with Private Wealth and Family Offices

State Street Corporation elite

• Investment banking
• Boston, USA
• 1000+ employees

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.90 trillion in assets under custody and administration and $2.72…

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…

Eaton Vance Institutional elite

• Investment management
• Boston, USA
• 1000+ employees

Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer institutions and intermediaries a broad array of investment management solutions. The Company's long record of providing…

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

• Investment management
• Switzerland
• 1000+ employees

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 designed to meet your needs.

MB Private Wealth Management

• Private banking & wealth
• Victoria, Mahe, Seychelles
• 1 - 10 employees

MBPWM & our partners provide a secure online gateway to a selected and unique range of alternative investment funds and compliant tax efficient strategies that are widely recognised as an essential part of any investment portfolio.

Paul R. Ried Financial Group, LLC

• Financial adviser / IFA
• Bellevue, USA
• 1 - 10 employees

Founded in 1986, Paul R. Ried Financial Group represents a dedicated experienced team of professionals committed to independence and objectivity. We employ a highly collaborative process for Retirement Planning and Estate Preservation.

EFG Bank AG Singapore

• Private banking & wealth
• Switzerland
• 201 - 1000 employees

EFG International group offers private banking and asset management services exclusively. EFG International's group is headquartered in Zurich and operates in around 30 locations worldwide. EFG International's registered shares (EFGN) are listed on the SIX Swiss Exchange.

Momentum Capital

• Family or multi-family office
• London, UK
• 1 - 10 employees

Momentum Capital is an investment and advisory firm. Established in 2002 as the private equity investment vehicle for a single family office, the firm now has a broad and opportunistic investment remit covering private equity, venture capital, commercial real estate, private debt and liquid assets.

Trendhaven Investment Management, LLC

• Financial adviser / IFA
• Brookfield, USA
• 1 - 10 employees

Absolute Return strategy with verified 26 yr. track record. Excellent long term and rolling period performance. 5.9% max drawdown. Mitigates sequence of returns risks. A conservative alternative investment. Over $400M being managed with this strategy.

Cogent Advisory

• Private banking & wealth
• New Delhi, India
• 1 - 10 employees

Cogent Advisory is a Premium Wealth Management & Advisory firm, specializing client investments across Globe. It is a niche Investment & Advisory firm catering to Ultra HNIs & Institutions.

Caspa Consulting Management & Investments Ltd

• Family or multi-family office
• Raanana, Israel
• 1 - 10 employees

Caspa provide sophisticated financial solutions to high-net-worth individuals as they deploy considerable assets among a variety of financial instruments, Family Office services to long-term clients and advisory services for Institution and corporate clients as well.clients as well.

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.

Alternative Investment Management, LLC

• Family or multi-family office
• New York, USA
• 11 - 50 employees

AIM invests in alternative assets, with a focus on private equity and hedge funds. Our investors include high net worth individuals and family offices, foundations, endowments, corporate and public pension plans, and other personal and institutional tax-exempt capital.

Mark Dean Wealth Management (UK) Limited

• Financial adviser / IFA
• London, UK
• 1 - 10 employees

We are an IFA in the UK that specialises in advising UK resident Non Domiciles.

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.