Investment Management

Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has of

Morrison is a leading global infrastructure manager, investing across the risk spectrum in both private and listed markets. Founded in New Zealand in 1988, we have been at the forefront of infrastructure investment for over three decades. Morrison is a long-term thematic investor. By securing uniqu

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and w

Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new mana

We are an independent global asset manager embracing long-only and alternative investment strategies. Founded by CEO Davide Serra in 2006, Algebris maintains offices in London, Milan, Rome, Zurich, Dublin, Boston, Singapore, and Tokyo. Our mission is generating long term stable income for investors.

Disclosure: https://www.vaneck.com/us/en/social-media-disclaimer/ VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors access to international mar

Formerly Big Society Capital, we are the UK's leading social impact investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK. We do this by investing ourselves and enabling others to invest for impact too. Set up in 2012 as Big Society Capi

At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free t

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.

Founded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential

GAM Investments is an independent, pure play asset management group headquartered in Zurich. We excel by focusing on truly active management of differentiated investment strategies. With a 40-year heritage, we invest our clients’ capital using active strategies across discretionary, systematic and

Welcome to the investment banking and asset management businesses of FBN Holdings Plc, one of the strongest and most dependable financial groups in Africa. We provide Corporate Banking, Investment Banking, Wealth Management, Institutional Sales, Fixed Income, Currencies & Treasury, Asset Management,

Brightspot specializes in CMS, OTT videos, personal branding, asset management and documentation services.

When you partner with Financial Horizons, our team of experts becomes your team of experts. Whether that’s uncovering new opportunities to grow your business, simplifying compliance solutions to proactively safeguard your practice, or connecting you with advanced market specialists to navigate large

Riyad Capital is the investment arm of Riyad Bank, and believes in the importance of financial management of your wealth and planning for your financial future. It is a subsidiary of Riyad Bank, licensed by the Capital Market Authority to provide dealing (as principle, agent and underwriter), arrang

Warren is an investment platform and house of wealth management that transforms the habit of investing.

Boston Partners is a premier provider of value equity investment products that are firmly grounded in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners is focused on investing in companies with attractive value characteristics and strong business f

Brighton Jones is a nationally-recognized Registered Investment Advisor. Brighton Jones fills the role of their clients' Personal CFO, advising them on all aspects of their financial picture. The firm's expertise includes investments, insurance, estate and tax planning, philanthropic strategy, and r

Strategic Value Partners (“SVPGlobal”) is a global private credit investment firm with roots in distressed investing. They focus on event-driven, special situations, private equity and financing opportunities and use a combination of sourcing, financial and operational expertise to unlock value in c

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs

The Haverford Trust Company is a financial institution. Their clients include individuals and families, institutions and institutional consultants, endowments, private foundations, employers, non-profit organizations, financial advisors, and more.

The Alchemist Accelerator is a venture-backed initiative focused on accelerating startups whose revenue comes from enterprises.

CQS is a credit-focused, multi-strategy asset manager. Founded in 1999, CQS is headquartered in London and has a presence in key global markets.

IMA Financial Group is a financial services company that specializes in global insurance, risk management, and wealth management.

Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also

Investing.com is a financial markets platform providing real-time data, quotes, charts, financial tools, breaking news and analysis across 250 exchanges around the world in 44 international editions. With more than 60 million monthly users, and over 488 million sessions, Investing.com is one of the

Brandes, founded in 1974 by Charles Brandes, adheres to the value-investing philosophy pioneered by Benjamin Graham—buying companies selling at discounts to estimates of their true worth.

Founded in 1985, SHENKMAN CAPITAL remains an industry leader today in traditional and alternative credit solutions, known globally for the depth of our experience and knowledge. We stand out in our focus on below-investment grade assets. We are an SEC-registered investment advisor, headquartered in

Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled v

We are deep-value, bottom-up investors. Our opportunity specialists have the freedom to identify mispriced institutional-quality assets in all property types, anywhere in the U.S., unconstrained by capital structure. This flexible approach, combined with our fervent focus on risk management for pri

Choice is one of the leading financial service provider with Stock market, Mutual Fund, Insurance and Loan as major services. Choice is part of the Choice Group, a diversified multi-disciplinary conglomerate with presence in Finance – Hospitality – Technology sectors. Employing over 2000 professiona

PAG is now one of the region’s largest Asia-focused investment managers with funds under management across Private Equity, Real Estate, and Absolute Return strategies.

Swiss Life Asset Managers France is the asset management entity of Swiss Life Asset Managers in France. The company has 280 employees and EUR 56.7 billion in assets under management as of 30/06/2022. Swiss Life Asset Managers France draws on experienced teams, savoir-faire, long-term commitment to s

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important t

If you believe the most important part of building prosperity is sustaining it… if you agree that flashy investment predictions usually amount to nothing more than a lot of noise and too much risk, then you’ll like the sound of what you hear at Leith Wheeler. Because we are a company that does not m

We are one of India’s youngest and fastest growing asset management companies and a proud member of the Edelweiss Group. We believe in listening to our customers, understanding their needs and then making solutions for them. We believe in doing things that stand the test of time. We exist to find so

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. With a proud history of stockbroking and servicing our private clients and financial advisors in Ireland since 1995, we provide a full suite of investment services, primarily in personalised share dealing,

ICD is treasury’s trusted, independent portal provider of money market funds and other short-term investments. We provide intuitive technology and unbiased access to over 350 investment products through ICD Portal, a model in the industry for research, trading, reporting and analysis. Through our Gl

Virtus Partners provides solutions for asset managers, banks, hedge funds, and investors to better manage a wide variety of alternative investment strategies. We understand that different clients may require different solutions, so our services are flexible and tailored to fit your specific require

Fundado em 1971 por um grupo de profissionais ligados a grandes empresas, no Rio de Janeiro, o Instituto Brasileiro de Executivos de Finanças espalhou-se por vários Estados brasileiros. Em São Paulo, o Instituto desenvolveu-se rapidamente, para tornar-se o principal núcleo do IBEF no País. O IBEF

Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a

Polar, founded in 1991, is a multi-strategy alternative asset manager with a focus on investment strategies that are arbitrage oriented. Polar manages over US$7 billion on behalf of institutions, wealth managers and family offices.

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.

Capital Four is an independent industry-leading credit asset management boutique rooted in Scandinavian culture. We are focused on finding the right solutions for our clients by carefully considering their needs and requirements. We leverage over 20 years of experience, enabling us to find new pers

GTIS Partners is a global real estate investment firm headquartered in New York with offices in São Paulo, San Francisco, Los Angeles, Atlanta, Paris and Munich. Founded in 2005 by Tom Shapiro, the firm now manages over $4 billion in gross assets. GTIS is managed by President Tom Shapiro and Partner

Criteria es, en esencia, su gente. Formamos un grupo de expertos con amplia experiencia en mercado de Capitales y Wealth Management. En conjunto, sumamos más de 100 años de trayectoria en el mercado de las inversiones financieras, a nivel local e internacional. Y es este conocimiento, el que nos per

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

C WorldWide Asset Management is a focused and independent asset manager. Our objective is to deliver consistent, long term asset growth for our clients. The combination of a unique investment philosophy based on careful stock-picking and long-term global trends coupled with a stable team of experien

Ontario Pension Board (OPB) is the administrator of the Public Service Pension Plan, a major defined benefit pension plan, sponsored by the Government of Ontario. Our membership is comprised of certain employees of the provincial government and its agencies, boards, and commissions. With over $31.7

Natixis Partners is the Natixis Subsidiary dedicated to M&A advisory services in France. Natixis Partners is fully independent in its execution of deals, whilst also benefiting from the support of a world class financial institution. Our partners founded the company together in 2009 and have been