Directory of Companies associated with Private Wealth and Family Offices

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…

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…

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.

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…

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…

About FINBOURNE Technology

FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency for everyone. The company has grown from seven founders to over 140 people in less than five years. Our SaaS-native solutions restore…

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…

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…

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…

Theory meets practice.

Portfolio Management Research (PMR) is the definitive independent research platform for the investment management industry. Institutional investors and those who serve them rely on PMR research to build resilient portfolios that…

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.…

Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive…

At Lombard Odier Investment Managers, we are rethinkers with one goal in mind. To provide our clients with outstanding investment solutions that meet their needs for the long term and evolve to thrive in the challenging world in which we all live.

 
We are focused investment…

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.

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.