Investment Management

About Legacy Wealth Alliance Wealth. Wisdom. Well-Being. How is this achieved? When your financial plan aligns with your life goals. When your investments are managed with the same sophistication as those of major institutions. What we value most at Legacy Wealth Alliance is you. Our client.

Founded 40 years ago, Ebbinge has grown to become an executive search firm dedicated to the European Private Equity market. Most of our clients are shareholders or company owners in a Private Equity/Venture Capital or Family Office context.

BSN Capital are a leading securities finance company, providing innovative liquidity, capital and securities financing solutions to our clients. Our Investors include some of the largest asset managers in the world, who are looking for high credit quality short term investments. Our funding soluti

Auctor Group is an evergreen holding company backed by global institutional partners. We build companies from inception, own key assets, and make strategic investments. We focus on emerging technologies that create category-defining challengers.

Access to funding options across industries and market tiers is broken. While the total no.of investors is set to grow 3X in the next 5 years, there is an acute challenge of discovery. With the vision of bridging the capital access gap, Mohur is a unified AI-driven market intelligence platform to d

Humaterra Advisory specialises in impact investment, sustainable finance, and policy design for a more equitable and resilient future. We work with investors, development institutions, public agencies, family offices, and mission-driven organizations to craft strategies that deliver measurable socia

The world’s first AI assistant for Investor Relations aiiro transforms how publicly-listed companies around the world engage with their investors and other stakeholders by providing a new engagement channel consisting of purpose-built, AI-powered IR Investor Assistants customized for each client’s

Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects of their wealth. With decades of experience, our Partners provide full-service solutions to enhance our clients’ wealth

Emkay Wealth Management is a pioneer in global financial services which offers you well-researched and cogent advice on financial planning to acquire, preserve and grow your wealth successfully. We understand your specific needs and aim to provide you with an all-encompassing solution to help you re

We’re the leading fintech specializing in buy-side brokerage services. Our industry leading software provides portfolio managers with differentiated trade ideation, optimization, and execution services. We currently cover interest rate derivatives for the largest hedge funds in New York, London, Dub

M&A and Private Equity. Thoroughly explained. Practically applied. M&A and private equity can feel like a black box — hard to understand, harder to access. You need the tools, framework, and mindset used inside top firms. With us, you’ll get the insights, preparation, and practice you need to st

Altus Partners, an LCap Group Company, empowers growth within Global Private Equity. We specialise in Executive Search and Advisory for Investment, M&A and Finance Leadership. With access to the Leadership Dynamics digital product suite, we can provide data-driven insights on our client’s investme

BWC is a Phoenix based consultancy providing intermediary services to private equity groups and family offices pursuing growth strategies via lower-middle-market mergers and acquisitions transactions. In the interconnected world of lower middle market M&A, professional reputation is everything.

Founded in 2024, LinePoint Partners & Co. is a privately held family office firm that redefines how ultra-high-net-worth (UHNW) financial advisors and single family office (SFO) executives can independently operate and grow their practices with an institutional-grade platform, purpose-built to servi

Founded in 1990, Deminor is a Band 1 Chambers & Partners international litigation funder with offices in Brussels, London, Hamburg, New York, Hong Kong, Madrid, Milan, Stockholm and Luxembourg. Deminor’s name, derived from the French ‘défense des minoritaires’, reflects its origins in providing serv

Starting as Korea Investment Finance in 1971, transforming into Hana Bank in 1991, and then taking off as a comprehensive financial group in 2005, Hana Financial Group makes leaps to become the best financial group in the global market. Hana Financial Group started with two branches in 1971 and has

Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit org

FSI professionals have been working as a team since 2012. At the five years of engagement in Fondo Strategico Italiano, the team has developed a solid track record and improved team spirit, laying the foundations for FSI's activities.

Expedition Infrastructure Partners ("XIP") is a merchant bank focused on enabling the next generation of critical infrastructure assets as well as the adjacent ecosystem of services and technology providers. XIP sits at the center of the private infrastructure marketplace, gathering market intellig

Virent Capital is a private equity firm focused on digitally enabling the next generation of founder-led services and consumer companies. Headquartered in Radnor, PA, the firm targets control investments in U.S. lower middle market businesses, typically under $8 million of EBITDA. Virent combines a

McNair Interests is a private investment and management company headquartered in Houston, Texas. Our focus on transformative real estate projects, breakthrough medical discoveries and disciplined investments has enabled us to build a valuable and diversified company. We consider every opportunity fo

Pharo is a global investment firm focused on macroeconomic trends with an expertise in developing countries. Founded in 2000 by Guillaume Fonkenell, Pharo manages approximately $10 billion across four funds from our offices in London, New York and Hong Kong. We seek to deliver attractive returns to

Wise Finserv is a leading diversified financial services company in India, specializing in investments, financial planning, and private wealth management. With a substantial client base, we build long-term relationships and offer niche investment products. Our strategic partnerships provide holistic

ApexOne Investment Partners is a privately held real estate investment firm and fund manager. We invest through private equity funds and long standing joint venture partnerships. ApexOne sponsors or co-invests in each investment transaction. By combining our depth of experience with a vested commi

Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for in

Where rich legacy and modern approach come together. The journey of BP Wealth began with the vision of Babubhai P Thakker, a professional steeped in the equity markets since 1961. He founded BP Group in 1987 and the company was later incorporated in 1997. Babubhai brought a very insightful approach

Infina Finance Private Limited (IFPL) is a Non-deposit accepting, Systemically Important Non-Banking Finance Company registered with the Reserve Bank of India. It is jointly owned by Kotak Mahindra Bank through its subsidiary and Kotak family. Incorporated in 2008 in Mumbai, Infina is in the busines

Fulcrum Asset Management is an independent investment manager with a global client base of institutions, wealth managers and private investors. At Fulcrum, our investment expertise is understanding the drivers of asset class returns and quantifying investment risk; we aim to maximise our advantage

The group was created to oversee, strengthen, and support the strategic direction of the entities in every respect, particularly by creating a more efficient organizational and operating structure to seize new market opportunities and confront the challenges ahead.

PBU - Pædagogernes Pension er pædagogernes pensionsselskab. Det er alene medlemmerne, der ejer Pædagogernes Pension. Vi administrerer pensioner for mere end 125.000 pædagoger og tilpasser løbende pensionsordningen, så den stemmer overens med pædagogernes behov. Vi arbejder målrettet på at fremtidssi

SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things

As Southeast Asia's largest licensed digital marketplace for alternative assets, Alta, formerly known as Fundnel, provides its end-to-end offerings around and through its blockchain-powered exchange, which brings private capital market, fund management, custodial, and other services under one roof.

Founded in 1833, Schoellerbank is a modern Austrian Wealth Management operation with a presence throughout Austria. In our investment management activities, we take a long-term approach guided by such values as reliability and stability. We aim to meet your personal objectives and needs.

Founded in Switzerland in 1985, Profidata develops and markets innovative software solutions for investment and wealth management. This offering is complemented by a rapidly growing, broad range of services in the areas of Software as a Service, consulting, implementation, training and support. Prof

Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research

Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data—paid, public and proprietary—to support alternative investment from idea to investment through exit. The Kelp platform is an end-to-end product comprising three core modules: Deal Id

Cramer Rosenthal McGlynn, LLC is a leading value equity manager with a focus on the U.S. small and mid-cap space. We believe our track record, spanning over four decades, is a testament to our success in serving clients and providing strong risk-adjusted investment performance. Clients benefit from

The Clermont Group is a Singapore-based conglomerate with interests in many parts of the world, and includes both operational businesses and financial investments.

Global Citizen Solutions assists international individuals and their families to diversify their investments while obtaining increased mobility, security and privacy. Our multicultural and multilingual team has a wealth of experience in the prominent European and Caribbean countries offering citizen

Welcome to Packerland Brokerage Services, where we empower financial advisors with choices. Founded in 1994, an independently owned broker-dealer and registered investment advisor, we serve nearly 300 financial professionals across the nation, providing industry essentials, expert guidance, and exce

F/m Investments is a $18 billion multi-boutique investment firm providing diversified investment strategies to advisors and institutional investors across asset classes, markets, and styles. We believe that putting long-tenured, experienced investment teams in an environment that encourages collabor

A BGC Liquidez, uma das maiores corretoras de valores no Brasil, foi o resultado da aquisição em 2009 da corretora brasileira Liquidez pela global BGC Partners. Atuamos no mercado brasileiro desde 1985, e esses mais de 30 anos de experiência, aliado à nossa equipe de brokers altamente experientes,

Old Mutual has been operating in Ghana since 2013, having acquired a majority stake in Old Mutual. One year later, the business has fully rebranded and is now operating as Old Mutual Life Assurance Company (Ghana) Limited. Old Mutual Ghana is part of the Old Mutual Group which provides life assuranc

Castle Park Investments, LLC is a New York based Real Estate Private Equity firm focused on niche investment opportunities across the country to generate long term wealth and cash flow while protecting investor capital.

Direct private equity investments

Alpin invests in good businesses to create value over the long term. We help them remain focused on their vision to reach their summit. Alpin typically invests in profitable Australasian businesses with reliable earnings greater than $5m.

Exponential Markets is a financial product innovation company. We use our deep industry expertise to create innovative derivatives and risk management solutions to help protect against growing market volatility in a rapidly changing landscape. With deep industry knowledge and 100+ years of derivati

Lee & Associates | Naples - Ft Myers specializes in providing comprehensive commercial brokerage services to the industrial, office, retail, land and investment sectors of the Southwest Florida commercial real estate market. The Naples - Ft Myers office was established in 2011 due to the explosive

Tremblant Capital Group is a global asset management firm founded in 2001 by Brett Barakett specializing in long/short and long only equity investing. Mr. Barakett leads a team of experienced sector portfolio managers who conduct deep fundamental research to uncover potential investments trading at

MFO Management Company is a single family office with locations in Flint and Birmingham, Michigan. MFO provides clients with a proactive approach to tax and financial planning by identifying opportunities to increase cash flow and lower taxes. The professional staff at MFO is experienced in all ma