Directory of Companies associated with Private Wealth and Family Offices

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…

First Sentier Investors (formerly First State Investments) is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible…

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…

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 133,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and…

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…

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…

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…

UBS Asset Management is a large-scale asset manager, with a presence in 22 countries.

We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency…

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…

DWS Group (DWS) is one of the world's leading asset managers with EUR 767 bn of assets under management (as of 31 December 2019). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a…

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.

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.

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.