Investment Management

A leading aircraft leasing company that manages, buys, sells, and leases commercial aircraft for the international aviation industry. World Star Aviation provides a full, in-house asset and investment management service. This not only covers aircraft analysis and investment structuring but complete

Oberon Investments Group is a rapidly growing boutique wealth management and corporate broking group, bringing together decades of experience to deliver a high-quality, proactive and tailored approach for our clients. Our complementary services support clients across the Investment Management, Wealt

Akshar Capital is a boutique investment platform, with the infrastructure, resources and expertise of a large asset management platform to address an ever-changing market. Akshar Capital is experienced with over $4Bn of capital invested in more than $15Bn of direct real estate transactions. The fi

Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. With offices in Norwic

O3 Advisory Limited is a boutique advisory firm that aims to provide value to companies through a systematic and practical approach to solving real-world business problems with bespoke methodologies derived from decades of experience across different sectors. We are a dedicated team of seasoned fi

Investec was founded by a team of industry veterans with a shared vision to leverage technology in addressing complex challenges faced by businesses worldwide. Our founders have a proven track record of creating, acquiring and managing successful IT ventures, with extensive experience in maximising

SQ Capital is a modern secondaries firm designed to deliver alpha. We target best-in-class returns across LP-led and GP-led opportunities, focusing on the middle market. Our team draws on an elite direct investing pedigree, deep GP relationships, an insider's understanding of private equity GPs a

Beta Sigma Investment Group is a USC TKE student-managed investment fund. Founded in 2016, BSIG invests over multiple industries using a diversified long-only approach across its two funds. New analysts are trained to build pitches, analyze financials, and think critically about investing. Through

Get your portfolio #ReviewedByExperts. Download Dezerv Wealth Monitor now. Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Our team of experts monitor the p

Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger.

Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City.

American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted

MNC Sekuritas is a securities company that already become a member of Indonesia Stock Exchange (IDX). Company has take over business licenses as broker-dealer, underwriter, and investment manager from PT MNC Kapital Indonesia Tbk, which formally holds the majority stocks of the company. Engaged in

Intrepid is a specialty investment bank focusing on M&A and capital advisory services for middle market companies. Our own entrepreneurial roots, combined with MUFG (Mitsubishi UFJ Financial Group), one of the largest financial institutions in the world, unlocks the best of both worlds for our cli

Dubai International Financial Centre (DIFC) is one of the world’s most advanced financial centres, and the leading financial hub for the Middle East, Africa and South Asia (MEASA), which comprises 72 countries with an approximate population of 3 billion and an estimated GDP of USD 8 trillion.   Wi

Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the strength and stability of a full-service firm. We believe providing a lineup of institutional-class portfolio managers — spannin

Mirae Asset Global Investments was founded in Asia and now operates worldwide across 12 markets, where they take a collaborative approach in managing a fully diversified investment platform. Powered by a unique perspective and the expertise of our global investment professionals, they adapt to our

Santander in the U.S. is a diversified financial business with ~15,000 employees, 5 million customers and $155 billion in assets. Santander’s purpose is to help people and businesses prosper. In the U.S., Santander does this through Santander Bank, N.A. (SBNA), its retail and commercial bank in the

We help the best investors partner with the best advisors to successfully craft deals.

We are in the business of custom software engineering. We started out as a software product company and inherited the engineering culture of innovation. Our experience from having built product software and solutions for 6 of the 100 largest software firms in the world has helped us build software

Somos el grupo financiero líder en el Perú con una vasta experiencia en el mercado peruano. Contamos con una sólida plataforma de Banca Comercial reforzada por una importante presencia en Banca de Inversión en Latinoamérica destinada a desarrollar el potencial de la región y acompañar a nuestros cli

Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial l

“What’s my wealth for?” It’s a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealth’s true value isn't in dollars and cents; it’s in how your wealth serves your goals. That’s how we can help. We guide families who have the

NexPoint is a multibillion-dollar, leading alternative investment platform in Dallas, Texas. Founded in 2012 by James Dondero, NexPoint specializes in real estate and delivers cutting-edge investment offerings and strategies to retail and institutional investors alike. NexPoint’s concentration in re

ADIA manages a global investment portfolio that is diversified across more than two-dozen asset classes and sub-categories, including quoted equities, fixed income, real estate, private equity, alternatives and infrastructure.

Established in 2023, Kapita Investment Group has swiftly emerged as a key player in the global and Scandinavian startup scenes, particularly in technology and research. As an active early-stage investor, we proudly contribute to the success stories.

HBL Asset Management Limited (HBL AMC) was incorporated in 2006 and is one of Pakistan's leading Fund Management companies. It is a wholly owned subsidiary of HBL, Pakistan's largest Commercial Bank. With 15+ years of quality products, HBL AMC is diligently focused on maintaining their position in

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

Timpson Cove Partners is a strategic advisory firm that provides investor relations and marketing advisory services to private equity managers. Timpson Cove helps clients successfully plan for and navigate fundraisings, develop marketing materials and messaging to differentiate their firms, and mana

Effortech is a dynamic group of dedicated professionals, guided by a highly experienced team of industry leaders with a proven track record of successfully executing extensive transformative initiatives within the financial sector, both in India and on a global scale.

REDVision Technologies is India’s No.1 Fin-Tech brand fulfilling all needs of Mutual Fund Distributors through digital wealth management solutions. We build solutions that allow MF distributors and advisors in managing the portfolio and assets of the clients through the software. Our product line in

Credinvest is an independent Swiss bank based in Lugano and Zürich. To fulfil the growing demand for personalized services, we set up specialized teams capable of offering tailor-made financial solutions. We offer a fully diversified multi-manager approach, an advisory and wealth management consul

As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift

Mastercraft Ventures is a venture capital fund focused on leading investments in Wisconsin startups’ first round of funding.

WealthCare Connect is a free financial resource center where you can obtain efficient solutions to transform your financial goals into a reality.

First-class partners delivering superior risk-adjusted returns through thoughtfully selected value-add multifamily investments.

Financial Advisory and Insurance Brokers

Fairtree is a leading global asset manager that manages alternative and long-only investment portfolios across all global asset classes for local and offshore clients. Headquartered in South Africa, Fairtree manages R152 billion in award-winning diverse global portfolios. Fairtree prides itself on

MEP is an investment management company of portfolio entrepreneurs, specialized in finding and executing small Corporate Carve-Outs, Spin-Offs, and other Special Situations. We focus on relationship-based opportunities and value-based acquisitions — where we have specific angles and can put togethe

At Arkefi, we are revolutionizing the world of finance by providing a cutting-edge platform that bridges the gap between traditional investments and non-bankable assets. Our mission is to democratize investment opportunities and unlock the potential of real-world assets, including art, investment ca

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk managemen

Arch Capital provides highly qualified and independent financial advice, tax guidance, and self managed superannuation expertise. We believe that successful wealth management is all about personal relationships. We take the time to understand your needs and goals, ensuring both your and your famil

Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. All the advice Prospera Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal

At Simplicity Financial Planning, our advisors take pride in setting themselves apart by offering holistic financial planning that truly encompasses the essence of your unique financial journey. What makes us different is our unwavering commitment to understanding not just the numbers, but your as

Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. We are delighted and proud to offer a fully independent financial and investment planning service and we advise upon all aspects of clients’ financia

QIS Risk is an integrated platform that gives institutional investors a complete picture of their crypto allocation.

365 Capital is a private equity firm that focuses on mid-sized and well-positioned companies, headquartered in or near the Netherlands, that have strategic and operational upside potential. Currently investing out of its first fund. We work together with ambitious entrepreneurs and capable manageme

For over 10 years, Social Discovery Ventures (SDV) has been investing in multiple asset classes. We deliver consistent above-market returns while keeping our risk level reasonably low. Our approach is based on a deep understanding of economic and technology cycles, rigorous discipline, and heuristi

MBM is a full service wealth management company that provides comprehensive strategies coordinating our clients'​ investment, insurance, tax, and estate planning needs. Our goal is to help you maintain the standard of living to which you have become accustomed. We believe that wealth management