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 ...

    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.

    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 ...

    Compass Invest

    • Investment management
    • Sofia, Bulgaria
    • 1 - 10 employees

    Compass Invest is a licensed EU Asset management company with four UCITS mutual funds. We offer professional, tailor-made discretionary portfolio management to our clients by helping them pursue their wealth management goals.

    China Investment Corp Ltd

    • Family or multi-family office
    • Hong Kong
    • 1 - 10 employees

    "China Investment Corp" is a private company, registered in Hong Kong It's primary function investment. It has published the novel 'The Neptune Vortex', an occult insight into the art of concept engineering through the use of enneagrams. Authored by Derk Vanderbent's pseudonym, Van Derek.

    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.

    Wealth Management Partners (WMP)

    • Financial adviser / IFA
    • Amstelveen, Netherlands
    • 11 - 50 employees

    WMP is a leading independent Dutch based investment manager. WMP provides both discretionary and fiduciary services for wealthy investors, entrepreneurs and families, foundations and non-profit organisations. WMP was founded in 2004, is a partnership and is based in the Netherlands in Amstelveen.

    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.

    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.

    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

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