Investment Management

CGN Advisors is a Fee-Only, SEC registered investment advisor (RIA) firm. The firm was launched with a vision to: “Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.” CGN Advisors is a “silo” stru

Trigon is the leading independent investment banking firm in Central and Eastern Europe since 1989. Our company comprises over 140 professionals across the divisions Investment Banking, Securities and Wealth Management, who are dedicated to achieve optimal results for our clients through advise on

Our goal is to make people financially sharp, capable, and abundant; because financial wisdom is eternal empowerment. Kalkine Group does just that through its technologically and digitally powered business architecture, backed by an extensive data science-led Research & Media company. Using our prop

Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very im

Tibra is a world-class diversified trading firm whose story started in 2006 when a group of young traders and developers near Sydney, Australia decided they could challenge and beat some of the world’s most successful trading firms at their own game. Our founders’ ambition to make their mark, back

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

EdenTree is an investment management firm that delivers performance with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest permanent track records of any in the City. We know that

Ethica Group was founded by a group of friends, a team of solid professionals and a pool of entrepreneurs with important values in common. Based in Milan and backed by a group of professionals with more than 25 years of experience, Ethica Group is specialised in M&A Advisory, Debt Advisory, ECM Ad

The Santa Clara Investment Fund ("SCIF") is the premier discretionary student-run investment fund at Santa Clara University actively managing a portion of University endowment funds. SCIF is building the knowledgeable investor of tomorrow from the innovative campus of Santa Clara University. Inter

GBI specializes in providing precious metals to individual investors and the wealth management industry.

WEALTH MANAGEMENT ISN’T ABOUT HOW MUCH MONEY YOU HAVE. IT’S ABOUT FREEDOM. YOUR POTENTIAL. YOUR SAFETY. YOUR FUTURE. At Atlas, we serve your unique wants and needs. Our dedication to excellence means we stop at nothing to put you squarely on the road to success, with multi-generational planning and

Griffin Capital is a financial services company that specializes in investment management and services. The firm manages, sponsors, or co-sponsors a suite of carefully curated, institutional quality investment solutions distributed by Griffin Capital Securities to retail investors through a communit

Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s impor

IFGL provides investment; savings and protection solutions to international investors based around the world, employs 610 staff and administers assets of USD27 billion for over 214,000 customers (as at 31 December 2024). IFGL has 7 principal brands: RL360, RL360 Services, Ardan International, Frien

UV&S offers secure storage, shredding, recycling, media logistics, event branding, asset management and a wide range of IT managed services.

C.M. Capital Corporation ("CMC") is a private investment company established in 1969 in Palo Alto, California. CMC is a member of the Cha Group of companies ("Cha Group"), owned and operated by the Cha Family. CMC serves as the family’s U.S. family office and provides services to the Cha Group in th

The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of Bentley University's endowment. The fund originated in 1997, with an original allocation of $250,000 and has grown to more than $1.1mm AUM under the group's financial decisions. The group’s goa

PCAF is the first global initiative ever created by the financial sector that enables financial institutions to measure and disclose the greenhouse gas (GHG) emissions financed by loans and investments. Measuring financed emissions is a foundational step in assessing alignment with climate scenario

ImpactAssets Capital Partners PB LLC (“IA Capital”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. IA Capital is a public-benefit LLC owned by ImpactAssets, a nonprofit impact investing leader. O

ECS is a leading investment firm based in Portugal. We combine the insight of a regional expert with the capabilities of a global firm, Davidson Kempner Capital Management LP. This partnership enables us to recognize the best opportunities and overcome complex challenges across industries.    At EC

ARIA is a leading UK and International provider of asset, wealth management and technology solutions. With offices in the UK, Dubai, Malta, Cayman, Zurich and Hong Kong, we have been working with a range of clients including Professional Intermediaries, Private individuals, Institutional and Corp

U.S. Immigration Fund (USIF) is one of America’s leading EB-5 Regional Center operators with world-renowned investment opportunities from across the United States and nearly 6,000 clients from around the globe. With approved Regional Centers located in the world’s most thriving metropolitans, USIF p

📚At Advanced Wealth Strategies™, we take an education first approach with our clients, wealth is not defined by a product nor transaction. 📕We understand that financial worries often lead people to make investment decisions based on their emotions. 📗Our purpose is to build trust and confidence

Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions. We support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life. A combination of ou

Puma Capital, LLC is a FINRA member broker-dealer. Puma Capital was founded on the premise of providing high touch service with low touch capabilities. We balance our traditional approach to client relationship management with modern execution solutions.

Graystone International is a Mergers and Acquisitions firm, whose priority is to maximize the selling potential of our clients' businesses. Having the ability to get immediate interest from our 30,000+ private investor network allows us to efficiently connect our clients with the right buyers and su

First Capital Holdings PLC is a full-service investment institution providing a diverse range of advisory services and financial products. Our integrated business platform comprises four specialised areas - Capital Markets Advisory, Wealth Management, Fixed Income and Equities. Operating throughou

Barbican Advisory is a global research and advisory firm with offices in London, Washington D.C., Hong Kong, Shanghai and Singapore. We provide our clients with exceptional research and analysis services, delivering the hard-to-get information and advice they need to make critical decisions. Our wo

As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehens

A̲b̲o̲u̲t̲ Icon Asset Management AG is an innovative Swiss asset management firm specialising in alternative investments and products. We combine a client focus with decades of trading and market experience and specialist knowledge to flexibly achieve superior risk-adjusted returns. Founded in 2

FMX Holdings, LLC (“FMX”) combines the market-leading FMX UST and FX platforms with the new FMX Futures Exchange, L.P., adding interest rate futures to the ecosystem with fully electronic trading in cash Treasuries, repo, and foreign exchange. FMX uses state-of-the-art trading technology and leverag

Hannover Finanz Creating value with responsibility. Founded in 1979, Hannover Finanz has over 45 years of experience as an equity capital partner for SMEs and is itself a family-run company in its second generation. Here, entrepreneurs talk to entrepreneurs about equity capital. We are one of the

Cubera is a specialized investment firm offering investors tailored and diversified exposure to private equity. On behalf of Nordic and International clients, the firm advises EUR 5 billion out of offices in Oslo and Stockholm. Cubera’s funds and mandates are based on consistent and well proven inv

BCG Expand is a leading provider of proprietary data insights and strategic advisory services for financial institutions. Founded in 2001 and part of the Boston Consulting Group since 2011, we support over 100 of the world’s top financial institutions in making smarter decisions, improving performa

Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research

Founded in Switzerland in 1985, Profidata develops and markets innovative software solutions for investment and wealth management. This offering is complemented by a rapidly growing, broad range of services in the areas of Software as a Service, consulting, implementation, training and support. Prof

GemCap offers clear strategies for Asset Management businesses utilising our Dublin based UCITS Funds platform. We deliver management company services to the Irish umbrella UCITS structure, GemCap Investment Funds (Ireland) Plc platform, and help tailor your investment proposition to ensure it’s rea

Fulcrum Asset Management is an independent investment manager with a global client base of institutions, wealth managers and private investors. At Fulcrum, our investment expertise is understanding the drivers of asset class returns and quantifying investment risk; we aim to maximise our advantage

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach

FSI professionals have been working as a team since 2012. At the five years of engagement in Fondo Strategico Italiano, the team has developed a solid track record and improved team spirit, laying the foundations for FSI's activities.

As Southeast Asia's largest licensed digital marketplace for alternative assets, Alta, formerly known as Fundnel, provides its end-to-end offerings around and through its blockchain-powered exchange, which brings private capital market, fund management, custodial, and other services under one roof.

Wheel of Fate in the United Arab Emirates, with its headquarters located across Dubai, and its subsidiaries spread across UAE. Its Subsidiary business activities involve equity investment, Real estate development, automobile trading, general trading, hotel management, consulting services, outdoor

Founded in 1990, Deminor is a Band 1 Chambers & Partners international litigation funder with offices in Brussels, London, Hamburg, New York, Hong Kong, Madrid, Milan, Stockholm and Luxembourg. Deminor’s name, derived from the French ‘défense des minoritaires’, reflects its origins in providing serv

A Integral Group proporciona soluções em gestão de investimentos e imobiliário e em serviços financeiros e tecnologia, com destaque para crédito estruturado e de gestão de riscos.

Advay Capital Advisors is an independent mid-market investment bank focused on advisory services to corporates for Capital Syndication and Mergers & Acquisitions. Our long standing relationships with clients across sectors who rely on us for multiple fund raises & transactions over their growth cycl

Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris Christofi. An innovator in the delivery of personalised wealth creation solutions, Reventon maximises financial outcomes fo

Hart Vida & Partners is an accounting, tax and management consulting firm, serving small and medium U.S. businesses, investor groups, family offices and high net worth individuals. The firm also serves international individuals and businesses looking to establish operations in the U.S.

Juniper Place is a technology-led investor intelligence platform that transforms the nature of asset raising for alternative asset managers and investors. We provide our clients with the insight to enable them to segment and precisely target only those investors where there is genuine mutual interes

Manage your impact investment operations from deal flow to stakeholder reporting, monitor your portfolio performance and benchmark using our auditable data sets. Create your individual portfolio of nature and climate investments by choosing from a variety of asset classes, get in field isights and

A Certified B Corporation ™ Furnley House is a firm of Independent Financial Advisers and Mortgage Brokers. Founded in 2013 to solve the issue of a lack of good quality, accessible advice available in the marketplace, Furnley House has quickly grown into an established, successful IFA, helping thou