Investment Management

Capital Choice believes that everyone deserves the choice to take control of their own financial independence. And having access to financial education and resources empowers that choice. So, we take a holistic approach to financial wellness. From helping you find the right protection for your asse

With offices in Cyprus, Greece, United Kingdom and United Arab Emirates, Refalco is a leading global investment consulting and advisory firm. The firm provides advice on urban industrial redevelopment strategies, project feasibility assessment, financing options, real estate strategic advisory and s

LeadingMile is a dynamic, full-service consultancy firm specialising in solution implementation. We focus on the alternative investment sector, also serving the wider financial industry, including businesses in the asset management, wealth, pension, banking and insurance sectors. Our consultants cov

For too long investors have been getting the short end of the stick. Limited access to markets combined with high fees have put ordinary investors at a disadvantage. We’re here to change that. Lightyear is a simple and approachable way to invest your money globally without unnecessary barriers or

FALCOM Financial Services is now Yaqeen Capital. Yaqeen translates to trust, reliance, and most of all certainty. The certainty that at Yaqeen we exist for the same reason we always have. To be a trustworthy organization that our people can always rely on. With the same expertise, we look into a new

Pacer ETFs is an 8-time award winning* exchange traded fund provider that has been recognized for its client-focused philosophy. Our Strategy Driven ETFs™ serve as tools to help investors navigate turbulent markets. There are four featured ETF Series: The Pacer Trendpilot ETFs are based on a trend

Capital Cloud est né d'une expérience d'entrepreneurs investisseurs, amis de longue date et respectivement experts du Private Equity et du digital. A l'occasion d'un investissement, le besoin et l'opportunité de digitaliser le secteur du Private Equity leur parurent évidents. Les équipes de Capita

OneIM is a global alternative investment manager that invests across the capital structure, in a range of asset classes, industries, and geographies.

A global investment banking boutique with significant experience in GP-led secondary transactions, LP portfolio sales and GP-level debt and equity transactions.

Intrepid is an independent merchant bank focused on the energy sector across traditional energy and energy transition. We have a leading boutique Investment Banking business and diversified Investment Management business.

EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force fo

Proterra Investment Partners LP is an alternative asset management company providing institutional investors with private equity investment strategies.

At Multifonds, we offer a single, global, SaaS-ready platform that empowers leading fund administrators, asset managers, insurers, and pension funds to drive ultimate efficiency and reduce risk. Our platform currently supports over 40,000 funds—encompassing both traditional and alternative investme

We are an independent equity research firm based in New York City. The founding partners established this firm to partner with clients and deliver value-added research to enhance the investment process. We aim to deliver actionable and non-consensus analysis for our clients.

Sunshine Holdings PLC is a holding company. The Company's principle activities are investment in subsidiaries and other investments where its interest in equity capital is less than 20%. Its business segments include Sunshine Holdings PLC, which is engaged in investment; Sunshine Healthcare Lanka Li

CrossBoundary is a mission driven investment firm that unlocks the power of capital for sustainable growth and strong returns in underserved markets.

Formidium Corp. is a global investment fund administration services and technology provider headquartered in Downers Grove, IL (USA). Formidium has developed its proprietary technology for fund accounting (Seamless Investment Backoffice) and for Investor onboarding (CommonSubDoc). Formidium also off

A J Walter Aviation is organization in the supply, exchange, repair and lease of commercial aircraft spare parts.

Thorofare Capital (www.thorofarecapital.com) is a national, vertically integrated commercial real estate debt manager. The Los Angeles-based firm, with additional offices in New York City, Miami, and Dallas, focuses on $15 million to $100 million financing transactions, targeting value-add and oppor

Waterland is an independent private equity investment group that supports entrepreneurs in realizing their growth ambitions. With substantial financial resources and committed industry expertise, Waterland enables its portfolio companies to achieve accelerated growth both organically and through acq

Money Forward. Move your life Forward. Money may be nothing more than a tool for living. However, money is also essential for guarding ourselves and our families, as well as for realizing our dreams. We contribute to building a better society by providing services that enable users to “see money in

Jump is an AI tool for wealth managers and financial advisors that automates notetaking, compliance, and CRM updates.

Pzena Investment Management is a global investment management firm that employs a classic value investment approach.

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and w

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so

Formerly Big Society Capital, we are the UK's leading social impact investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK. We do this by investing ourselves and enabling others to invest for impact too. Set up in 2012 as Big Society Capi

Trivest Partners, with offices in Miami (HQ), Charlotte, Chicago, LA, Philadelphia, and Toronto, is exclusively focused on the support and growth of founder-led and family-owned businesses in the U.S. and Canada in both control and non-control transactions. Founded in 1981, the firm has completed mo

Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also

Recruitment reimagined: delivering bespoke recruitment solutions for clients in Financial Services, Information Technology, Accountancy & Finance and Global Professional Services. Meraki Talent is a recruitment and selection business founded in 2015 which focused on serving the hiring needs of emp

Park Square Capital is one of Europe’s leading private credit investors, providing mid-market direct loans, large-sized senior debt and junior capital solutions to high-quality and stable companies across Europe and the US. Park Square focuses on investing in high-quality levered companies backed b

Finam is an investment bank that provides stock market, asset management, online trading and private equity services.

Atlas Merchant Capital was founded in 2013 to participate in compelling market opportunities in the financial services sector. Atlas was founded by Bob Diamond and David Schamis, who together form a complementary partnership with extensive operating and investing expertise across the financial servi

Honest builds financial products that people love.

As part of a global financial organization, we have the expertise, reach and resources to provide clients with investment solutions across markets. However, like a smaller shop, we remain nimble, investment-led and responsive to opportunities our teams...

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objecti

SAB Invest is a leading investment firm in Saudi Arabia. It was licensed by CMA in 2008 with a paid-up capital of SAR 840 million to provide full investment services to its clients including advising, arranging, managing, dealing and custody. SAB Invest is a full subsidiary of Saudi Awwal Bank (SA

BullionByPost® are the UK's No.1 online bullion dealers* based in the heart of Birmingham. BullionByPost is part of Jewellery Quarter Bullion Limited. We launched the BullionByPost service in order to offer private UK investors a straight forward, secure way to buy gold and silver bullion at low ma

Elan Capital Management is an investment adviser with offices in London and Helsinki, which launched in January 2018 and focuses on fixed income, market neutral, relative value trading. It is authorised and regulated by the UK's Financial Conduct Authority and the Finnish Financial Supervisory Auth

Valuefy is a wealthtech firm that enables smarter, faster, and more accurate decisions, driven by data. Our modern technology empowers wealth managers with insights across all stages of the investment lifecycle. We are making wealth managers smarter through a unique confluence of Data, Technology,

Hillhouse Capital builds businesses that stand the test of time. It is a long-term investor focused on partnering with world-class entrepreneurs to help them grow their businesses globally. Over more than a decade, Hillhouse Capital has worked alongside iconic companies that have redefined their ind

CC&L Financial Group provides services to institutions, individuals, and financial advisors. One of the largest independently owned asset managers in Canada, CC&L Financial Group focuses on creating the conditions for success for their clients, partners, and employees.

Founded in 2003 by CIO Robert Gibbins, Autonomy Capital focuses on thematic multi-asset class investing across developed and emerging markets. Their passion for identifying political and social economics, independent thinking and a relentless search for answers drive the approach. By combining big-p

Value Research is a leading provider of independent investment research in India. We provide a wide range of products and services to individual investors, investment advisors, asset managers and media. Value Research covers all investment alternatives in India. This includes data, analysis and opin

PAG is now one of the region’s largest Asia-focused investment managers with funds under management across Private Equity, Real Estate, and Absolute Return strategies.

Somos el centro corporativo de Breca, un conglomerado empresarial peruano con más de 130 años de historia. Nuestros fundadores, Fortunato Brescia Tassano y su esposa María Catalina Cafferata establecieron sólidos valores como integridad, pasión por el aprendizaje, innovación y dedicación por contrib

Monarch Alternative Capital LP is an opportunistic credit manager with offices in New York and London. For over 30 years, professionals at the Firm have invested across various market segments including corporate, real estate, structured credit, government debt, and special situations. Monarch’s g

We are the UK's development finance institution and impact investor, backed by the UK Government. With over 75 years’ experience, we are a trusted investment partner to businesses in Africa, Asia and the Caribbean. We invest to create more productive, sustainable and inclusive economies, enabling pe

Established in 1994, Platinum Asset Management is an Australian-based fund manager that focuses on one asset class – international shares, or, more simply put, we provide portfolios of listed companies from around the world. Platinum offers only one core investment style – we seek out companies whos

Our exclusive focus on investment management directly aligns us with our clients and ensures managers remain ahead of industry trends and developments. With senior team members in Connecticut, New York and Miami, ASC is the largest team focused exclusively on the alternative investment management

Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical fou