Investment Management

Ares Wealth Management Solutions (WMS) oversees the product development, distribution, marketing and client management activities of Ares' investment offerings for the global wealth management channel. With a team of roughly 120 professionals, and backed by the power and scale of the Ares platform,

Tibra is a world-class diversified trading firm whose story started in 2006 when a group of young traders and developers near Sydney, Australia decided they could challenge and beat some of the world’s most successful trading firms at their own game. Our founders’ ambition to make their mark, back

Collected Strategies is a communications and investor relations firm specializing in high-stakes situations, including M&A, shareholder activism, corporate reputation, litigation and bankruptcy. Our firm combines decades of experience with unique media insights and financial communications experti

ECS is a leading investment firm based in Portugal. We combine the insight of a regional expert with the capabilities of a global firm, Davidson Kempner Capital Management LP. This partnership enables us to recognize the best opportunities and overcome complex challenges across industries.    At EC

Welcome to the future of asset management.

Takenaka Partners is a leading provider of investment banking and consulting advisory services. Founded in 1989, Takenaka Partners specializes in global cross-border M&A transactions and strategic partnerships. It has strong connections throughout Japan and advises on numerous transactions throughou

The Santa Clara Investment Fund ("SCIF") is the premier discretionary student-run investment fund at Santa Clara University actively managing a portion of University endowment funds. SCIF is building the knowledgeable investor of tomorrow from the innovative campus of Santa Clara University. Inter

The Equity Club S.r.l. is a private capital initiative, structured as a Club Deal, offering its shareholders the opportunity to invest directly in mid-cap companies with more flexibility in terms of investment policy, governance and exit strategy compared to a traditional PE fund. A broad investme

Solução customizada de investimento.

We specialize in providing innovative solutions to facilitate seamless cross-border decision-making and international investment and expansion. Our services are crafted to unlock business and investment opportunities in key strategic sectors. Utilizing a data-driven approach, we offer comprehensiv

Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom aro

Energy Capital & Power (formerly Africa Oil & Power) is the leading investment platform for the energy sector. Through a series of events, online content and investment reports, we unite the entire energy value chain – from oil and gas exploration to renewable power – and facilitate global and intra

VE Partners (‘VEP’) is a privately owned hands-on investment and management firm with a rich history with over 25 years of experience across a wide range of sectors. A common denominator of success over the years has been seamless alignment between management teams and VE Partners. Alignment in shar

Simply put, we invest in relationships to amplify the success of the people, businesses and projects we support. It’s a considered and human approach designed to enable our investors, partners and society to prosper. Today, the Puma Capital Group comprises four businesses focused on delivering lon

CGN Advisors is a Fee-Only, SEC registered investment advisor (RIA) firm. The firm was launched with a vision to: “Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.” CGN Advisors is a “silo” stru

Key to Markets is an independent brokerage firm offering access to financial markets for institutional investors, companies and private traders. Our company offers a wide range of products and tools as well as an excellent customer service aiming to provide our clients with a complete and innovativ

Scope Group is the leading European provider of credit ratings, fund analysis, ESG assessment and bespoke solutions for evaluating and monitoring risk. Scope provides an essential alternative perspective, contributing to greater diversity of credit and risk opinions for issuers and institutional inv

One Ten Associates are an award-winning trusted recruitment partner to the alternative investments sector. We have 10+ years of alternative industry expertise and 20+ years of combined recruitment experience. We understand the importance of providing an honest and transparent service which leads to

Otala is a specialist investment bank focused on the creation of structured investment products tailored to the specific needs of investors. Led by an experienced team with deep expertise in structured finance, Otala designs, issues, and distributes investment solutions listed on major European exc

At North Atlantic Capital, we provide growth capital to innovative technology companies across the United States.  Founded in 1986 and based in Portland, Maine, we are currently investing our fifth fund, which is capitalized at more than $123 million. We target high-growth, later-stage technology b

Bernicke Wealth Management is an independent, locally-owned firm. Our firm takes a very comprehensive, research-driven approach to investment management, wealth planning, retirement planning, and other strategies related to your financial health. Client Focused With each client, we strive to provid

We help financial planners provide quality advice by offering streamlined solutions to help more Australians access financial advice.​ With over 30 years of financial services experience behind us, we only aim to deliver quality, cost-effective solutions.

Hatstone is a leading multi-jurisdictional group providing legal, investment fund administration and corporate services with offices in the BVI, Jersey, London, Panama and Switzerland. Our philosophy revolves around a Partner-led client service. We believe that the right people will attract the be

Infinite Investment Systems has been servicing investment management firms across Canada since 2004, when our portfolio management system Harmony was launched. Our goal is to provide our clients with comprehensive solutions paired with a superior level of service and support. The extensive experienc

What if the old way of managing money can’t get you where you want to go? Doing money well means bringing all of yourself to the task: a both/and synthesis of your intellect with your instinct. At Griffin Black, we help you do just that. We’re seasoned experts in technical financial matters: inv

21 Invest was founded in Italy in 1992 by Alessandro Benetton to invest in mid-market companies and make them grow. In 1998, 21 Invest partnered with a local team in France with the scope of building a top-tier European group together. The development continued with the establishment of a new l

The Real I.S. Group has a track record of 30 years as BayernLB’s fund provider specialised in real estate investment. As a member company of the Sparkassen-Finanzgruppe (group of German savings banks, Landesbanken and associated companies), the Group ranks among the leading asset managers in the Ger

Rockmoor Wealth Management was established to protect our clients'​ assets while creating growth and long-term prosperity through our high-quality wealth management and planning services. We pride ourselves on the quality of the wealth management services that we offer to our discerning clients, fro

Spyglass Capital Management is a long-only, concentrated, growth manager based in San Francisco.

A trusted, independent and expert wealth management firm with a client first approach.

At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial

At Balfour Capital Group, we offer trusted wealth management services to successful entrepreneurs, High Net Worth Individuals, and Institutions. Our specialized knowledge in global markets and risk management strategies enables us to protect, preserve, and grow our clients' wealth while seeking a re

Trigon is the leading independent investment banking firm in Central and Eastern Europe since 1989. Our company comprises over 140 professionals across the divisions Investment Banking, Securities and Wealth Management, who are dedicated to achieve optimal results for our clients through advise on

Hedgeye Asset Management, LLC (“HAM”) is a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye”). HAM develops and provides indices and model portfolios based on the intellectual property of Hedgeye, for use in investment products and portfolio services offered by registered investment advisers, in

Imagine your portfolio beating the market year after year. Imagine having an answer for those tough questions about investing strategy and the markets that your clients, friends and colleagues ask… and that maybe you’ve been asking yourself for years. Becoming an FA Alpha can give you those answer

As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehens

Nextalia is a unique investment platform in the Italian market, promoted by Francesco Canzonieri together with leading Italian institutional investors (Intesa Sanpaolo, Unipol Assicurazioni, Aurelia, Finprog, Fondazione Enpam, H14, Istituto Altoatesino di Sviluppo, Massimo Moratti Sapa, Confindustri

We're a full-stack data hosting provider, offering servers (including VPS) and software (algorithms), built for financial traders and investors. Our hardware is specifically built with demanding trading platforms in mind, ensuring near-instantaneous order execution. Our software, including algorithm

At Oakmount Group, we specialise in harnessing the collective financial strength of high-net-worth and ultra-high-net-worth individuals to make strategic investments that pave the way for generational wealth. By pooling resources, we unlock unique investment opportunities in established businesses,

Pallidus is an independent corporate finance advisory, investment banking and investment management firm based in South Africa. We act as trusted corporate finance advisors to corporates, multi-nationals and high-net worth individuals, for amongst others listings, equity or debt capital raisings, em

A Perfin is a leading firm in independent investments in Brazil, led by a solid but unceasing partnership and a team of professionals with proven experience. We are a group composed of three specialized investment managers in their respective fields: Equities, Infrastructure, and Wealth Management.

Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very im

GemCap offers clear strategies for Asset Management businesses utilising our Dublin based UCITS Funds platform. We deliver management company services to the Irish umbrella UCITS structure, GemCap Investment Funds (Ireland) Plc platform, and help tailor your investment proposition to ensure it’s rea

Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. We manage $194 billion in assets across a range of equity and fixed income investment strategies. Our equity expertise spans styles, geographies, and market capitalizat

C.M. Capital Corporation ("CMC") is a private investment company established in 1969 in Palo Alto, California. CMC is a member of the Cha Group of companies ("Cha Group"), owned and operated by the Cha Family. CMC serves as the family’s U.S. family office and provides services to the Cha Group in th

The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of Bentley University's endowment. The fund originated in 1997, with an original allocation of $250,000 and has grown to more than $1.1mm AUM under the group's financial decisions. The group’s goa

PCAF is the first global initiative ever created by the financial sector that enables financial institutions to measure and disclose the greenhouse gas (GHG) emissions financed by loans and investments. Measuring financed emissions is a foundational step in assessing alignment with climate scenario

Onfolio (Nasdaq | ONFO) acquires and manages a profitable portfolio of digital companies across a broad range of categories. With diversified holdings and years of marketing and operations experience, we mitigate the risks traditionally associated with investment in digital companies. Thinking o

Tradovate is a modern, cloud-based futures trading platform offering unlimited, commission-free trading with the purchase of a Commission-Free Membership. Sign up for a free 2-week trial at https://www.tradovate.com/trial --- Futures and options trading involves substantial risk of loss and is n

GBI specializes in providing precious metals to individual investors and the wealth management industry.