Investment Management

PaxFamilia is an all-in-one wealth planning platform for financial advisors and their clients.

Lothian Pension Fund administers the Local Government Pension Scheme in Edinburgh and the Lothians. The Fund is a multi-employer scheme with £7billion assets at 30 June 2018. The 2017 triennial valuation was completed in the previous financial year and reflected for Lothian Pension Fund, a funding l

KITE Scouting helps you better locate partners, investments and acquisitions. Extend your team with flexible, venture-quality research to source companies faster and with more confidence. Our customers include Estee Lauder, Gilead, Mars, Suntory, Visa and more. Learn more at www.kitescouting.com o

Grey Fox Wealth is an independent fiduciary that provides comprehensive financial planning services, wealth management solutions, and direct access to alternative investments for qualified investors for a single, transparent fee. We believe in (1) providing honest and competent support to he

Non-bank financial organization that believes in exponential capital growth through portfolio diversification and innovative vision.

GlobalNorth is a B2B focused company, managed by experienced investment professionals assisting investors achieve their global mobility goals. GlobalNorth has a holistic approach to offer goal-based solutions on ‘Residency by Investment’ and ‘Citizenship by Investment’ programmes. The company has a

DBD Investment Bank is the leading bespoke investment bank specializing in M&A, Capital Formation, and Financial Restructuring for middle market private companies and select institutional clients. Our team combines top talent and decades of experience to deliver exceptional results and maximize valu

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emer

All’avanguardia da 50 anni, per dare giusto valore al tempo. Siamo la banca italiana del Gruppo Allianz e la nostra mission è offrire risposte mirate ed efficaci ai bisogni di investimento dei clienti privati. Siamo fra le prime banche in Italia per patrimonio in gestione, una realtà in costante

Alfred Berg Kapitalforvaltning is a modern funds manager with long traditions. Alfred Berg has more than 150 year experience from merchant banking and focuses on asset management exclusively. We have our offices in Oslo, Helsinki and Stockholm, and is the Nordic boutique funds manager within the B

Alpine Global is an investment firm with a breadth of sophisticated trading strategies across global markets. We specialize in finding unique alpha through our understanding of market behaviors, fundamental research, modeling, and dynamic risk management.

We are a full service agency offering health insurance, life insurance and investment solutions to protect and grow our customers’ assets. We operate independently, focusing on Southeast Asia from our offices in Vietnam and Thailand. Our customers are expat and local, personal and corporate, strai

Continuum Partners, LLC—continuumpartners.com—is a Denver-based real estate development and investment management company founded in 1997. Since its inception, Continuum has established itself as a national leader in large-scale, mixed-use projects and is known for its capacity to handle complex r

We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients th

Founded in 1977 by Rita Humphries-Lewin, Barita Investments Limited has the distinction of being the oldest stock broking company in Jamaica. Over the past 31 years, the company has built a sound reputation for excellence in the areas of Equities Trading, Fixed Income Securities, Foreign Currency Tr

Banbridge Capital is a forward-thinking private investment firm specializing in debt capital solutions for hospitality development projects across the United States. We partner with premier hotel brands, experienced developers, and strategic investors to address the growing need for flexible, well-s

The Elmet Group is a holding company specializing in the investment and growth of advanced manufacturing businesses. Currently held companies include Elmet Technologies (Lewiston, ME; Coldwater, MI; and Euclid, OH) and Microwave Techniques (Gorham, ME; Nashua, NH; and Hamburg, DE). Formerly known

IndustryPro is an international M&A advisory firm founded in 1991. We facilitate business acquisitions, divestitures, management buy-outs and recapitalizations of privately-held companies. We arrange the ideal match for owners and investors alike through extensive research and ongoing relationshi

Carnegie is one of the most prominent financial advisors and asset managers in the Nordic region. Their main divisions are both among the market leaders within their respective sectors, and through their dynamic business model, they leverage the synergies between the two to add additional value to t

Ramirez Asset Management (“RAM”) specializes in fixed income and equity asset management and provides investment advisory services to institutional investors. Our well-diversified fixed income strategies are utilized by some of the largest public pension funds in the country, numerous state and loca

Mirana Ventures is a leading global investment fund providing long-term capital and strategic partnerships to visionary founders and fund managers in the Blockchain and Web3 space. We actively invest in the boldest and the most pioneering founders, as well as emerging fund managers with a different

Catholic Investment Services (CIS) is a non-profit organization that seeks to deliver strong investment returns aligned with Catholic principles so Catholic organizations can make a bigger impact in their communities. Posts from Catholic Investment Services, Inc. (CIS) represent the opinions of CIS

Your Connecticut partner in wealth management and financial planning for retirement.

Areta (formerly web3 Studios) is a global investment banking firm for the web3 and digital assets economy. Founded by McKinsey and Blackstone alumni, we support our clients with customized services for strategic transactions across the entire life cycle of organizations, including mergers and acqui

Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investing and financing solutions for qualified investors across North America. The firm is a registered Portfolio Manager (PM), Investment Fund Manager (IFM), and Exempt Market Dealer (EMD)

Sunridge Partners is a specialist food, beverage and agribusiness investment group partnering with exceptional sector companies to guide them through rapid yet sustainable growth to become clear leaders. Our team is composed of innovators and entrepreneurs, with deep expertise in operations, invest

Oister is India’s Premier Alternative Assets Manager We combine robust diligence, deep domain expertise, and an extensive network to create high-quality private market opportunities for our investors. With a digital-first approach, we ensure precision, transparency, and an unwavering focus on pri

Calibrate Management Ltd (‘CML’) is an alternative investment manager. CML’s investment activities commenced in 2021 based on three guiding principles − Uncorrelated Returns, Compounding Capital and Liquid Alternatives. As a firm, CML is dedicated to creating long-term relationships with its clients

Viridios Capital allocates investment capital to carbon finance projects in line with its nature-based market-creation strategy. The company develops and deploys proprietary technology to value, structure, and originate emissions offsets and sustainable development assets, facilitating investment fl

The ProAction Group is the “Go-To” Operational Resource focused on Private Equity/Portfolio companies. While the majority of our clients and work is PE-based, we also provide the same services to private and public companies that are committed to improving their businesses. We identify opportunities

fundcraft is your digital-native partner, providing alternative investment managers with simple, transparent and integrated fund operations. We develop and operate a custom-built platform that centralises all fund back-office operations and stakeholders, allowing asset managers to focus on their cor

Victory Park Capital Advisors, LLC (“VPC”) is a global alternative investment manager. VPC invests in emerging and established businesses across various industries in the U.S. and abroad, who are often unable to access traditional sources of capital.

LVP is a specialist, sustainability-led, multi-strategy alternative asset manager. LVP manages c. A$1.6billion of investor commitments across 𝘁𝗵𝗿𝗲𝗲 strategies: 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆, 𝗚𝗿𝗼𝘄𝘁𝗵, and 𝗥𝗲𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀. We seek to pair tangible impact outcomes with leading financial r

Quilvest (Switzerland) Ltd., is a boutique Multi-Family Office with a Swiss banking license, founded in 1932. With roots in Zurich, we've grown into a thought leader in complex wealth management. Our core expertise spans Private Market Investments and wealth planning, serving successful families wor

ILE Homes, based in Dallas, Texas, is a real estate investment and asset management company that focuses on acquiring, improving, leasing and managing SFR (Single Family Rental) homes. The ILE Homes entrepreneurial management team has over 300 years’ of aggregate experience and has completed $3 bi

William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information. William O’Neil India focuses on individual equities, mutual funds, ETFs and indices across the globe. Our professional teams are passionate about s

We are entrepreneurs providing efficient, proactive and pragmatic advice in the areas of M&A, Private Equity, Venture Capital, Corporate Law and Tax Law – to the point. Our clients are financial investors, family offices, companies, entrepreneurs and founders. All partners at Momentum have many ye

Zugo has been built to disrupt financial services and to close The Advice Gap... We bring together world class know-how in financial advice, digital client experience, design, technology and productivity to build better businesses. Ours is the first AI-powered, Cloud-based SaaS solution, for the U

Founded in Milan (Italy) in the second half of 2017, BF & Company is an independent corporate finance advisory firm and club deal arranger engaged in the Italian SMEs market. The company has an advisory board made up of M&A veterans, CEOs and equity investment experienced professionals, able to gua

Nitaj Capital is a crowd-investing platform that provides real estate investment opportunities with a regulated secondary market that allows investors to buy and sell private and closed-ended fund units.

Independent French leader in execution services for financial transactions, Aether Financial Services was founded in 2015 by Edouard Narboux and Henri-Pierre Jeancard. Based in Paris, London, Madrid and Milan, Aether Financial Services consists of a +50 person multicultural team, who are experts in

Atalyst Financial Group is a boutique firm known for its unwavering commitment to providing personalized financial services. With a high level of attention to clients, we specialize in delivering tailored M&A advisory services, debt and equity capital raising solutions, and outsourced CFO services.

RubinBrown Advisors is a wealth management firm based out of St. Louis, Missouri. We have additional locations in the Denver and Kansas City areas.

Connecting Finance Expertise with Growth

Clarity Family Office provides high quality ideas, planning and services for business owners, corporate executives, and high-net-worth families. The firm's goal is to be thoughtful, genuine and always focus on the entrepreneurial families wants.

David Phillips founded D A Phillips & Co Ltd in 1985 to be an independent pensioneer trustee company that administered small self administered schemes (SSASs). His aim was to provide a genuinely independent service to people who want to be in control of their retirement planning and not beholden to

Create, test, and deploy your algorithmic trading strategies in just minutes

Indonesia Investment Authority is Indonesia’s sovereign wealth fund, mandated to increase investment to support the country’s sustainable development and build wealth for its future generations. INA conducts investment activities and collaborates with leading global and domestic investment instituti

Investment Holding Company

We are Growth Engineers for High Potential Business Ventures. Consulting Services & Transaction Advisory:1. Fundraising (capital strategy development & investor narrative, materials & outreach)2. Growth Strategy (customer acquisition roadmaps, strategic partnerships, exit planning)3. Transactio