Investment Management

EPFR offers financial institutions around the world an unparalleled understanding of how money is moving and why, through fund flows and asset allocation data. Tracking over 150,000 traditional and alternative fund shares classes domiciled globally with more than $46 trillion in total assets, we de

We are a wealth manager with an exceptional in-house product offering, allowing us to provide tailored investment opportunities to our clients – delivered by an internationally diverse team of professionals. Whether individual, family or intermediary, our unique clients benefit from a highly person

Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, we're proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old n

Onelin Capital Corporation(OCC) is a Seattle and Silicon Valley based multi-asset strategy single family office. As the family office of a 30+ year old multi-billion dollar global investment conglomerate, we span across the globe and invest across asset classes including venture, funds, debt, real e

Sennen Tech is a provider of asset management software for renewable energy.

For 50 years, Sigma Investment Counselors has provided a "Thoughtful Investing"​ approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets. Our team of highly knowledgeable and experienced investment profess

Catalyst Corporate Advisory (CCA) is comprised of seasoned senior executives with more than 100 years of experience guiding top executives and companies worldwide. Specializing in institutional-level advice for early stage private and emerging growth public companies, CCA offers a broad spectrum of

Nuance Investments is a world-class value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach.

A Wholly Owned Subsidiary of Interloop Holdings

*** Voted No.1 Financial Advisers in East of England 2013 & 2015 *** Managing your finances can prove to be time consuming and complex, with many choices on offer. You may already have your finances in place but feel they are not meeting your expectations. Perhaps you are seeking expert advic

In 2008, Berengaria Development emerged as the real estate arm of Marcus Investments, specializing in development services for retail companies throughout the United States. Over the years, we have transformed into a respected private real estate investment and asset management company. Our journey

BNI Asset Management, formerly an investment management arm of BNI Securities, had been an Indonesian licensed investment management company since October 1995, making it one of investment management pioneers in the nation. PT BNI Asset Management, later was officially spun off from PT BNI Securi

At Next Capital, we maintain a firm commitment to delivering the best outcomes for our clients. From investment banking services to retail investing, we are determined to make it easier for our clients to navigate the Pakistani financial markets.

Established in 1989 and based in Washington, D.C., Marshfield Associates is a value equity money manager of approximately $2.443 billion (as of 09/30/2018) in concentrated separately managed discretionary equity portfolios . We manage money for institutional and private investors as well as a mutua

We are a specialized bank focusing on asset management and investment services. Voted as Best Bank in Iceland in 2018 by The Banker We place emphasis on developing long term partnerships with clients through responsive and versatile services. Our focus is on specific groups and clients, emphasiz

I-TRANSFER GLOBAL PAYMENTS EP SA is an investment banking company based out of CALLE NIEREMBERG, 29, MADRID, Madrid, Spain.

We are a licenced portfolio manager (Licence no PM001/20). We are regulated by the Registrar of Financial Institutions (Reserve Bank of Malawi). We provide investment management and financial advisory services. We are on 1st Floor Development House (106), Blantyre. We can be reached on + 265 1 8

Pritzker Alternative Strategies LP is the Tony Pritzker family-backed provider of family capital to select U.S. and European lower and middle-market private equity funds focused on growth and value investment strategies. PAS seeks to invest in high-quality private equity funds and their related inve

Buy-side advisors focused on building long-term relationships with our clients. We pride ourselves on getting to know our clients, their investment theses, buying patterns, and the types of acquisitions that will work best for them. We are disciplined and structured in the process of outreach, but a

Turbine Capital provides passive income and long-term wealth building solutions to pilots through our private investments funds.

Experience you can trust, service you can rely on. We are a team of experienced financial professionals dedicated to helping our clients achieve their financial goals. Our founders are veterans in the industry, and our team brings a wealth of knowledge and expertise to every client's financial plan

شركة وثيق المالية هي شركة سعودية (مساهمة مقفلة) برأس مال 20 مليون ريال ومقرها الرئيس بمدينة الرياض مرخصة من قبل هيئة السوق المالية «ترخيص رقم 32-18189» لتقديم المشورة، الترتيب، إدارة الاستثمارات وتشغيل الصناديق في أعمال الأوراق المالية. Watheeq Capital Company is a Saudi closed joint-stock company w

Build Sustainable Wealth. At Rastegar, you’re more than just numbers on a spreadsheet. Through our opportunities in real estate, we level the playing field by offering institutional-quality investments typically reserved for larger entities & by providing access to high-net-worth individuals lookin

PAC-INVEST are providers of Cash and Derivative Equities technology consulting services. We offer analysis, design, and implementation of cutting edge market leading trading technologies to both the Buy and Sell side institutions in Australasian financial landscape. PAC-INVEST are hiring, please

Kanga Wealth Management is an independent Financial Services firm based in Gqeberha / Port Elizabeth. We specialise in lifestyle planning but also offer a range of services to meet our client's needs. Building client relationships through Compassion and Professionalism is at the core of our busin

Proximity Capital is a private company aimed at creating value by investing in small and medium sized start-ups and companies with exceptional growth potential.

Crown Agents Investment Management (CAIM) is a UK regulated, institutional, fixed income and multi asset manager based in London. CAIM is a specialist fixed income reserves manager for Central Banks and multi asset manager for institutional clients based predominately in developing markets. In addit

Three Cords Wealth Management is an independent financial firm that helps individuals, families, and business owners.

Sabemos lo que para ti tiene valor. Rentabilidad, flexibilidad y transparencia. Desde Caser Asesores Financieros queremos guiarte y acompañarte en tus decisiones de inversión, satisfaciendo tus necesidades con una amplia oferta de productos financieros. Queremos ser tu aliado asesorándote de forma

The Warner Companies is one of the nation's leading independent, full-service financial consulting firms serving corporations and individual clients of substantial net worth throughout the United States. We are dedicated to the highest possible level of service. This has provided the foundation of our

Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imag

A 3A é uma empresa especializada em assessoria de investimentos e utiliza a plataforma da XP. Usamos nossa expertise para melhor alocar os recursos, valorizando e preservando o patrimônio de nossos clientes. Queremos nossos clientes satisfeitos e fornecemos a melhor experiência possível a eles. Bus

Since 1991 Capital Advisors, Ltd. has been serving as an accessible and proactive point-of-contact for our clients'​ wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a

Overlay Capital operates at the intersection of private markets and sustainability within the built environment, offering investment products spanning innovation to infrastructure. Our funds offer wealth advisors, family offices, and institutional investors access to investments across decarbonizati

Everalls Wealth Management (EWM) was formed by the DFK Everalls Group to provide a full suite of high quality, comprehensive & tax effective financial planning services. We are now one of the Top 5 Financial Planning firms in Canberra. EWM chose to be licenced through Capstone Financial Planning.

Moor Funds is an investment firm focused on delivering long-term value and wealth creation for our investors. We aim to consistently beat our benchmarks and justify our fee as an active manager. We utilize financial and social data to identify great companies and build investment portfolios for sus

ASGARD Partners & Co. is an operationally focused private equity firm that invests in market-leading services, distribution, and manufacturing businesses where our capital, operational experience, and resources can accelerate growth and build value. ​ The ASGARD team has decades of investing and

The HVCA was established in 1991. Currently, the HVCA is known as one of the most dynamic and active professional organisations in the CEE region. The HVCA represents virtually every major player of the private equity and venture capital industry in Hungary and is dedicated to promoting the private

Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds. Our mission is to enable everyone to grow their wealth in a stress-free and secure way.

Créée en 1983, Allianz Immovalor est une société de gestion de portefeuille (n° d'agrément AMF : GP-07000035 du 26/06/2007). Filiale à 100% du Groupe Allianz elle gère 5,3 Mds d'€ (valeur estimée au 31/12/2021) pour le compte de plus de 30 000 associés au travers de : - 1 SCPI de bureaux, - 1 SCPI

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. Based in Bellevue, Washington, TPFG has developed strong and rapidly growing national relationships with broker dealers, advisors and clients across the country. As an

Pelagic Partners Ltd. is registered and incorporated under the Laws of Cyprus with Registration Number HE 424510 and authorized by the Cyprus Securities & Exchange Commission to operate as an Alternative Investment Fund Manager with License Number AIFM43/56/2013. As founders and anchor investors, w

We are a National Independent Financial Advice firm that offers a modern financial advice service. In 2020 we were awarded the ESG kitemark in recognition of our business approach to Environmental, Social Responsibility and Governance matters. We have over 12,000 clients and hold assets under infl

Forex Investment Pros was founded in 2012 with the mission to provide active FX traders World Class customer service and access to Custom Pricing Solutions. With a combined 15 years of experience in the FX market & working directly for some of the largest FX firms in the world, Forex Investment

Tax planning strategies that build wealth and cash flow. We organize your financial life, run point on strategy, and build sustainable growth.

Ascent Partners is a leading provider of corporate valuation and advisory services. We offer a wide range of independent valuation and advisory services, with a specific interest in risk management and growth opportunities. The breadth of our knowledge and our client-centric approach allow us to del

Campion Capital is a private, employee owned business headquartered in London with offices in Madrid and Miami. The team of fifteen share a wealth of experience in investment management, wealth management and capital raising. Since inception, the company has raised over US$15 billion for traditi

Peak Brokerage Services, LLC Member FINRA/SIPC "Rep Owned, Rep Run"​ ​ Peak was created when a group of top producers grew tired of a culture where their ideas didn’t matter. This particular group happened to be the largest producing group at their former broker-dealer. They were willing to share t

Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is ever

Gone are the days when Washington H Soul Pattinson was known solely as a chain of chemists. Born as a pharmaceutical business in 1886, WHSP has since grown to be one of the oldest investment houses in Australia covering a diverse portfolio of industries.