Investment Management

First Ally is a leading, independent financial services group that offers clients tailored financial solutions. Our subsidiaries are licensed and regulated to provide Investment Banking, Asset Management, Advisory, Trustees, Inclusive Banking and Real estate services to our discerning clientele. We

Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and s

We are a Multi-Family Office that focuses on the management, control, and monitoring of our client's wealth, in order to help them achieve their personal wealth management goals. With an independent strategic consulting structure, Proaltus Capital Partners looks to add value to wealth through profes

Imagine more with Australia’s leading public infrastructure developer, financial advisor and asset manager Since 2009, Capella Capital, together with our partners, has secured more than $34 billion in infrastructure projects across Australia. Our team offers excellence in all aspects of infrastruct

Luxempart is an investment company listed on the Luxembourg Stock Exchange. Founded in 1988, Luxempart is a professional investor in Private Equity, long-term assets (listed and non-listed), and medium term investments in listed companies (PIPE) across the Benelux, the German speaking markets, Italy

Tremont is an early growth equity firm based in Boston

We coordinate and manage your financial affairs so you can focus on what’s most important to you. Every sound decision is rooted in confidence, whether advancing a career, making lifestyle choices, or managing wealth. At JGP Wealth Management, we know that confidence is key and we make it the core

Nearly everyone in business believes there is profit to be gained from insights available in their big data assets. Problem is, we don't all have the technology or knowhow to find the insights. The goal of Tapaas (The Analytics Platform as a Service) is to help growing companies find profitable

Accelerating the energy transition through investments in the power and carbon markets

Harith is a leading African infrastructure investor, excelling in energy, transport, digital infrastructure, health, and water sectors. #InvestmentsThatEnable

Silver 8 is a US-based institutional asset manager founded in 2015 to focus on digital asset investments. The manager runs a liquid, long-bias strategy with a 10-year track record.

Fijian Holdings Limited (FHL) is a highly successful investment company and a major player in the corporate sector that is 100% owned by indigenous Fijians. With investments in various sectors such as tourism, finance, manufacturing, properties, building & construction, media and retailing, FHL is

BSP is a consultancy specialized in supporting Digital Infrastructure Investors and Service Providers with their M&A activities, including technical and operations due diligence as well as post transaction services.

EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. Contact Us: www.edgerockwealth.com *** This

Our vision is to be the firm of choice for those looking for something different in a wealth management firm: an enduring, innovative company with an entrepreneurial spirit that acts and functions more like a creative team than a financial services firm. To that end, we look to build a reputation of

A highly skilled and proficient team with demonstrable quality and track record in managing and delivering a broad range of investments and mandates, across a large number of strategies.

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashvill

OxFORD Asset Management is a quantitative research and technology company investing in global financial markets. Our team is close knit, comprised primarily of quantitative researchers, software engineers and computing specialists; most have advanced degrees in mathematics, computer science, physic

Raines is a hospitality management, development, and investment firm that takes a holistic approach to its impressive property portfolio and client base.

For over 20 years, the SwanCap Team has specialized in the private equity asset class with a leading track record of investment returns through multiple economic cycles. Based on trusted, long-term partnerships, SwanCap offers proven and sophisticated investment strategies in distinctive private equ

At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, ta

Apache Capital is an investment manager specialising in UK living real estate, with a proven track record of creating value through funding, developing and operating its assets under management. Founded in 2008 by John Dunkerley and Richard Jackson, the company remains wholly owned and controlled

Tribevest is OS & banking platform for Investor Groups

Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning, Financial Consulting

Virtus Investment Partners provides investment management products and services to individuals and institutions. They operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process, and in

As a premium, one-stop-shop for investment decision support, we firmly believe the best way to support today's online brokerages is by facilitating the long-lasting success of their investing customers. We do this by helping their 80+ million self-directed investors find and validate new opportuniti

Brown Shipley are wealth managers, offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. We manage wealth well. We endeavour to preserve and enhance the wealth of an individual today, tomorrow and for future generatio

Since our establishment in 2000, we have been dedicated to developing tailor-made investment products and wealth management strategies that provide our clients with peace of mind regarding their wealth and assets. Our approach incorporates multidisciplinary research, which leverages insights from di

Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth advisory services. From startup to exit to generational transitions, our mission is to support our clients every step of

At Dye Capital & Company, we are operators at heart seeking to partner and invest in companies to innovate industries & solve customer problems. Great companies are built on humble leadership, understanding the voice of the customer, inspiring close teamwork, and fostering an environment of constan

MRB - The Macro Research Board is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. Our views incorporate a long-term outlook based on in-depth thematic research, together with rigorous forecasting models and indica

We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established i

Lionsoul Global is your trusted provider for digital asset wealth management. We enable the world’s most engaged investors and family offices to access professionally managed investment strategies. Our digital platform provides the security, expertise and ease of access to manage digital asset inv

Krypton Fund Services (‘Krypton’) is a new professional boutique fund services company with a sole purpose of providing Excellent Client Service. The core of our business is Client Focus with service and accountability as the framework of everything we do. We pride ourselves on a very client-centric

Axiom Alternative Investments is a leading independent investment boutique sought out for the teams’ unique and niche expertise of the financial sector. Founded in 2009, the company has its headquarters in Paris with an office in London and Geneva. As a specialist in the financial sector, the com

Abacus is a leading vertically integrated alternative asset manager specializing in life insurance products. Since 2004, the company has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With

Raven Capital Management LLC (“Raven”) is a financial company that manages the investment and provides advises about investment.

Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of wealth. From day one, our mission has been to bring direction, perspective and confidence to the everyday management of t

Madison Trust Company is a full-service Self-Directed IRA custodian offering account holders a way to invest in alternative assets beyond Wall Street such as real estate, private placements, promissory notes, precious metals, and more. As the highest-rated custodian in the industry, Madison Trust pr

Ubhar Capital SAOC (‘U Capital’) is a CMA-regulated, full service investment firm. U Capital commenced operations in January 2017 after acquiring the Investment Management Group of Oman Arab Bank. In June 2020, U Capital acquired Gulf Baader Capital Markets SAOC. U Capital offers the following servi

Aurm is a compelling wealth company that builds robust infrastructure and services to safeguard, unlock, and grow wealth, empowering individuals to confidently pursue their financial aspirations.

SBI Funds Management with over 36 years of rich experience in fund management, brings forward our expertise by consistently delivering value to our investors. SBI Mutual Fund (SBIMF) offers Lumpsum and SIP investments in various MF schemes like Equity Funds, Debt Funds, Hybrid Funds, Solution Orient

The luxury of choice in M&A: human-first, AI-driven sourcing and qualifying of proprietary M&A deals on the buy-side, at scale. Spearhead enables active large strategics and PE firms to see more opportunities and close more off-market deals with more certainty, worldwide. Located in Toronto, Joha

Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth management firm servicing clients across the United States. Our firm is dedicated to providing excellent investments through a

Taureau Group is an independent investment bank providing merger and acquisition services to middle market companies. Our award-winning team has completed hundreds of successful M&A transactions combining the capabilities of large, bulge-bracket investment banks with the service and responsiveness

Credem Euromobiliare Private Banking nasce dall’unione di Credem Private Banking e Banca Euromobiliare. Tale progetto ha l’obiettivo di rafforzare il posizionamento distintivo verso una consulenza più ampia rivolta al patrimonio complessivo dei clienti, anche attraverso le sinergie con tutte le soci

Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosoph

A holding company building & investing in profitable businesses that make people’s lives better as a whole.

The DNI Group is a market leading investment company. The DNI Group focuses on assets which can leverage technology to distribute products and services to the telecommunications, banking, and retail sector. The group focuses on investments in complementary businesses such as: - mobile product dist

Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with an additional office in Tampa, Florida. We offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Ta