Investment Management

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking

“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

DNB Asset Management er Norges eldste og største kapitalforvaltningsselskap. Vi tilbyr verdipapirfond og forvaltningstjenester til privat- og bedriftskunder i Norge og internasjonalt. Vi har forvaltningsvirksomhet i Norge (DNB Asset Management AS) og i Luxembourg (DNB Asset Management S.A.). Vi t

Fosun International Limited is a Chinese multinational conglomerate holding company. Founded in 1992 by Guo Guangchang and four others, the company is headquartered in Shanghai and was incorporated in Hong Kong in 2004. Its Co-CEOs are Chen Qiyu and Xu Xiaoliang.

Cain International ('Cain') is a privately held investment firm focused on real estate and business opportunities that shape the fabric of global gateway cities. The firm currently manages over $15 billion in assets through its real estate equity, real estate debt and private equity platforms. Cain

Our bank specialises in wealth management and estate planning. Unlike traditional banks, our clients have a personal relationship manager. They guide them in financial matters, but also in legal and fiscal matters, tailored to their personal and family situation. A long-term vision, accurate risk ma

We advise on primary fundraising, GP-led secondary transactions and strategic advisory consulting projects. Rede Partners was established by Founding Partners Scott Church and Adam Turtle in 2011. The business was founded with a clear vision - to build the leading advisory practice helping outstan

Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective

Monterock International is a progressive, multinational, private equity holding company with a strong global presence which is reflected in its diverse investment portfolio. With 25 years’ experience in many key markets, Monterock International is a reliable and innovative investment partner with a

Colbeck Capital Management is a leading, middle-market private credit manager focused on strategic lending. Colbeck partners with companies during periods of transition, providing creative capital solutions. Colbeck sponsors its portfolio companies through consistent engagement with management team

WestRiver Group is a collaboration of leading investment firms that provides integrated capital solutions to the innovation economy.

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and enga

RKCA is privately-held, independent merchant bank focused exclusively on serving the middle-market. The firm provides M&A advisory, capital advisory, and direct investment services uniquely tailored to the needs of middle-market businesses. With decades of collective deal experience covering billion

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

Making the right investment decisions takes skill, resources and experience. At Quilter Cheviot you will find all three in abundance, and is why we have been managing money for over 10 generations. This means that for your lifetime, and for generations to come, there is only one investment decision

With assets of more than $3.3 billion, EECU Credit Union is one of North Texas’ largest locally owned financial institutions with a long history of serving the financial needs of individuals and businesses in Greater Fort Worth. Open to anyone who lives or works in Tarrant County and surrounding are

Crewe has a carefully curated team of experienced investment bankers providing clients with full-service advisory, with a focus on selling middle-market businesses. Investment banking and merger and acquisition experts add value to firm clients in both their operating businesses and investment portf

Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal. Call 954-533-7144 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, our clients are our only priority. As an independent investment management firm without sha

We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients. Established in 2004, Ascot Lloyd is a company that has grown rapidly through bringing smaller IFA firms into the fold

Brean Capital is a leading, independent investment bank. For more than 40 years, the Firm has focused on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include fixed income strategy, corporate finance and adviso

At Agriculture Capital, they're united by the mission to grow access to healthy, high-quality and delicious food. As a sustainability-driven investment firm, Agriculture Capital invests in farmland and food processing assets to build a consumer-driven, vertically integrated, appropriately scaled and

F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and financial planning services to a nationally diversified clientele that includes endowments and foundations, as well as individual...

MARK Capital Management is a multi-platform private equity real estate investment manager focused on the opportunities created by urbanisation and technological change. We want to leave our mark on the cities we invest in.

WHO ARE WE? WhiteOak Capital Group comprises companies engaged in investment management and advisory services. Underpinned by strong investment values, we aim to deliver tangible results for all stakeholders over the long-term. OUR VISION We at WhiteOak Capital, follow a strong performance-first

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financi

Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments, Technology and Marketing. The founders are successful executives and investment professionals. Euclidea is backed by leading e

IB Futures for Institutuionals

Shareholdings in a range of companies. If you have a great business idea, get in touch.

Interogo Holding group is a foundation-owned international investment business with its parent company in Switzerland. We believe that long-term sustainable competitiveness can only be achieved when businesses create value both for their owners and for other stakeholders, including co-workers, soci

SOLIC is a financial advisory firm focused on providing industry-specialized restructuring, investment banking and distressed asset support services. For nearly a quarter of a century, our trusted team of experts has developed creative, innovative solutions to over 600 mandates in the healthcare, fi

One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of iA Financial Group, we offer a wide range of investment solutions, including actively managed mutual funds, managed portfo

Future IM/Pact is an industry initiative aimed at attracting more diverse talent into the investment teams of Australia’s leading super funds and fund managers. Our goal is to help young people from all backgrounds and walks of life to understand how they can impact the world as an investment manag

Fund Services Group was founded to support the growth of private fund managers by providing outsourced finance, operations, and compliance services. For private fund managers with a passion for raising and deploying capital, we are the partner of choice for middle office services.

Kuramo Capital Management, LLC is an independent investment management firm that provides targeted global investment management services to institutional investors, focused on alternative assets in emerging and frontier markets. Kuramo Capital Management, LLC’s strategic vision is to be a partner to

Pathway Advisors Limited is a boutique financial and investment banking firm, integrating superior values of trust and honesty while providing exceptional financial advisory services to its diversified clients base which includes financial institutions, corporations and high-net-worth individuals.

Egerton Capital is an independent investment management firm, managing two strategies: equity long-only and equity long/ short.

Delivering comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Investment advice is only offered to clients or prospective

Enterprise-grade AI for finance professionals. Finster AI is an AI-native financial research platform purpose-built for the demands of asset management and investment banking. Our platform helps analysts automate complex research workflows, accelerate insight generation and reduce manual grunt work

Fresh Perspective Financial Planning (FPFP) is a different type of financial planning firm, one that puts our clients at the heart of what we do. Our aim is simple; to help clients identify their key goals and objectives and then help them to achieve these by managing their finances in the most e

At Secutor we help our clients define and achieve their financial goals by focusing on long-term financial security through Defensive Capital Management.

Wright Choice Financial Group is a comprehensive financial planning office located in Bedford, New Hampshire. Our office works with individuals and their family members to help prepare them for retirement, investment and long-term care decisions while maintaining financial security. Our goal is to a

Royalton Partners is an authorised alternative investment fund manager (AIFM) providing portfolio and risk management for third party clients pursuing real estate, private equity, infrastructure and fund of funds strategies as well as debt funds within these asset classes. Royalton Partners was for

Aimpoint Investments delivers sophisticated real estate investment solutions designed exclusively for accredited investors. From 1031 Exchanges and Delaware Statutory Trusts (DSTs) to Qualified Opportunity Zones (QOZs) and alternative real estate investments, we provide strategic pathways to help yo

Investments Advisory

FRONTAURA CAPITAL LLC is a company based out of 180 N STETSON AVENUE STE 1935, CHICAGO, Illinois, United States.

Artemon is a Swiss investment boutique based in Zurich with a focus on private markets. We structure tailor-made financing solutions for our clients and search for and invest in outstanding business models. In doing so, we can rely on a competent team and a reliable partner network. We attach great

Haverstock Capital is an independent investment boutique focused on European mid-cap equities (€3–15bn market cap). Founded by Moni Sternbach, a portfolio manager with over 20 years’ experience running institutional-scale long/short mid-cap strategies, the firm applies a disciplined process built a

Our clients benefit from our extensive network of institutional investors including family offices, PE firms, pension funds, banks, non-bank lenders, and other capital sources. Our typical deal is between $20M-$200M. We specialize in raising: • Equity for growth companies • Debt: senior, subordina

Assembly Funds Management (AFM) is an experienced real estate private equity manager providing a diversified portfolio of attractive risk adjusted investments through-the-cycle. AFM was established in 2019 as a partnership between Michael Gutman, the Lowy Family Group (LFG) and Alceon. Via our