Investment Management

Schwartz Heslin Group, Inc. (SHG) is a boutique investment banking firm serving lower middle-market businesses. For over 35 years, SHG has brought together a unique blend of talents to provide the ultimate tangible value to business owners. Whether you’re buying, selling or recapitalizing your compa

Founded in 2020 and backed by Australian and US private capital, Sayers is an advisory and investment business purposefully built for the modern ‘change-age’. Unchained from the status quo and empowered to step out from the pack, Sayers and its talented team offer the much-needed quantum shift requi

PBU - Pædagogernes Pension er pædagogernes pensionsselskab. Det er alene medlemmerne, der ejer Pædagogernes Pension. Vi administrerer pensioner for mere end 125.000 pædagoger og tilpasser løbende pensionsordningen, så den stemmer overens med pædagogernes behov. Vi arbejder målrettet på at fremtidssi

High conviction, active investors J O Hambro Capital Management (JOHCM) is an active investment company with an investment performance-led ethos. From our head office in London and offices in New York, Boston, Paris, Munich and Singapore, we manage a range of long-only equity, including UK, Europea

Elevating private equity backed portfolio companies through exceptional CFO and finance leadership appointments. Specialist Executive Search and Interim Management firm dedicated to helping private equity backed companies in hiring exceptional finance leaders – accelerating business performance de

P1 Service Group is an investment firm that takes a people-first approach to partnering with companies that provide residential HVAC, plumbing, and electrical services.

We provide non-traditional liquidity solutions for portfolio companies of General Partners and for Limited Partners. We are sector generalists but tend to invest in fast-growing businesses operating within Western Europe. We have completed 50 transactions into 94 companies predominantly sourced t

Huguenots creates powerful automated investment reporting for the fund management industry. Our London-based team of data, digital and design specialists has developed a proprietary platform that generates highly personalised solutions with extraordinary versatility and efficiency. Clients of all

We aspire to be the preeminent real estate investor and operator in the United States. ATX Acquisitions was founded in 2021 by Peter Rex to pursue opportunistic real estate investments through a value investment strategy that prioritizes cash flow and risk mitigation. Peter began investing in real

AWR Lloyd was established 24-years ago in a spirit of insurgency, with a mission to challenge the orthodox culture and methods of mainstream Western strategy consulting and investment banking groups. AWR Lloyd is geographically focused on Asia-Pacific, the Middle East and Africa. These regions are

Homestead Funds is created especially for NRECA members to meet their unique needs.

Elgin White is a specialist asset and wealth management consultancy that partners with you to optimize business operations and technology platforms, serve clients more effectively, consolidate costs, and increase competitive advantage. Our asset and wealth management specialism assures clients tha

The Financial Stability Board (FSB) is an international body that monitors and makes recommendations about the global financial system. The FSB promotes international financial stability; it does so by coordinating national financial authorities and international standard-setting bodies as they wo

Blockchain technology is the future of the financial services industry. Ironlight provides new technology for the asset management industry through tokenization. Ironlight’sSM technology platform enables public and private fund managers to create more efficient and more compliant product offerings.

Building Legacy One Step At A Time.

Nexta Capital Partners is a holding company which originates, develops, finances builds and operates renewable infrastructure assets. The firm is distinguished by its ability to combine technological and financial expertise and the broad exposure to power and gas markets across geographies and tech

The robinhood for angel investing. Democratizing the world of venture capital

Eliant provides large domestic and multinational companies with flexible and reliable trade solutions that deliver greater control over supply chains and balance sheets. We build on the strength and stability of our owner, subsidiaries of Athene Holding Ltd. (retirement services company) and manager

Finary is the definitive net worth tracker. Their platform allows you to track all your investments in one place and get real-time analytics. They allow you to navigate the markets by centralizing your investments.

Lumenor Consulting Group offers environmental, transportation, geospatial, project management, asset, and information management services.

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a sin

TWINO is a global investment platform providing investments with premium returns via asset-backed securities to European retail investors, through fully digital and easy-to-use tools. Our investment brokerage services are licensed and supervised by the Financial and Capital Market Commission. Toda

My CEO specializes in business transformation, digital transformation, risk management, and crisis management solutions.

Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct investments. Castle Hill has 4 key operating principles - integrity, accountability, collaboration and control. We seek col

Persevera Asset Management is an independent Investment company. We focus on a multi-asset class active management strategy which aims to consistently deliver excess return on top of the Brazilian benchmark CDI. Our portfolio management team consists of senior investment management professionals w

Creddinv Technologies offers a platform where startup founders and investors connect seamlessly for mutual success. Creddinv revolutionises investing by lowering entry barriers, matching investors with diverse startup opportunities. Startups gain visibility and quick access to funds through our tran

Helvetic Trust was founded in 2001 and is a legally and financially independent, owner-managed company. We position ourselves as a financial services provider that thinks and acts for the long term, with particular strengths in the fields of Wealth Management, Asset Management, Family Office Servic

Misyon Yatırım Bankası, yeni ekonominin öncüsü ve bölgemizin özel sermayeli lider yatırım bankası olmak hedefleri doğrultusunda ‘İleri Bankacılık’ vizyonu ile kurulmuştur. Faaliyete başladığı 2023 yılında yerel ve küresel ağını kamu, özel ve yabancı kuruluş üyelik ve entegrasyonlarıyla güçlendiren

Spotlight Advisors is a leading financial and strategy advisory firm focused on guiding public companies and their investors in high-stakes situations. Among other things, Spotlight has become the leading advisory practice assisting public companies in responding to shareholder activists and handlin

WRM Group, founded in 2009, specialises in Special Situations, Distressed Private Equity and Real Estate. The Group adopts a value-oriented investment strategy in opportunistic, distressed and event-driven situations within a sector-agnostic investment strategy and has a strong track record in Food

21 Invest was founded in Italy in 1992 by Alessandro Benetton to invest in mid-market companies and make them grow. In 1998, 21 Invest partnered with a local team in France with the scope of building a top-tier European group together. The development continued with the establishment of a new l

SCORPEO provides the only technology platform to actively capture value from corporate actions. Every year investors miss significant value due to sub-optimal elections on corporate actions. With over one million corporate actions annually – many of which require an election – making the optimal

Founded to reshape the capital landscape for underrepresented entrepreneurs, Tavo is a purpose-driven investment and advisory business formed to foster inclusivity, strengthen the economic resiliency of individuals and communities, and create generational wealth. We bring flexible capital, growth s

Welcome to Helios Mutual Fund!

Digital investment platform offering investment, administrative and operational solutions to financial institutions

Founded in 2018, GenTwo is a Swiss-based B2B fintech company that operates globally with the mission to expand the investment universe by making all assets investable. GenTwo has built a financial engineering network based on two pillars. Its proprietary platform solution GenTwo PRO empowers investm

Hedonova is a global alternative investment firm, managing $400 million for clients across 21 countries. We invests in alternative assets like art, startups, equities, wine, and more. Start investing with $5000.

EQUIAM is an asset management firm specializing in late-stage, diversified, private technology investment.

Fourth Sail Capital is a boutique asset manager focused on investment opportunities throughout Latin America.

Rational Capital Investment Fund is the premier buy-side investment group at the University of Toronto overseeing the end-to-end management of a portfolio of private capital for investors. The Fund is a fundamentals-inclined investment partnership, and our alumni are present at many major buy-side i

About Wombat Capital Founded in 2009, Wombat Capital is a cross-border investment banking and strategic advisory firm providing first class services to entrepreneurs, board of directors, financial investors, private and public companies. By leveraging the industry sector expertise of its bankers, W

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

COMPANY OVERVIEW VPBank Securities was established according to the State Securities Commission’s Resolution 30/QD-UBCKNN on December 12th, 2006, with initial chartered capital of 50 billion VND. The foundation of VPBank Securities was part of VPBank’s strategy to expand its business into the fie

A multi-family office focused on serving entrepreneurs, general partners, executives, and families of generational wealth who have a shared passion for private investing.

We deliver tailored and integrated investment management solutions to high net worth individuals and their families. Our dedicated portfolio managers work with you and your trusted advisor to help organize your financial life and empower you to reach your financial goals. This collaborative approac

Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of re

STRATxAI specializes in quantitative investing by incorporating machine learning and other technology solutions. With decades of experience in capital markets and hedge funds, coupled with cutting-edge expertise in machine learning and cloud-based technologies, we're transforming the professional in

Dubai-based Al Ghurair Group is a diversified family-owned conglomerate with interests in manufacturing, real estate, and financial investments and an expanding global presence.

Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group. Our purpose is to provide a personalized level of service and financial advice to high-net-worth individuals and family groups. We work with