The family office directory for dealmakers.

SEB Private Wealth Management & Family Office, the private wealth division of Skandinaviska Enskilda Banken Group, was established…

Scotia Capital is a Mining Group.…

Citi Global Wealth, established in January 2021, is the combined wealth management division of Citigroup, unifying Citi Private Ba…

LPL Financial, founded in 1989 and based in Fort Mill, South Carolina, US, provides an integrated platform of technology, brokerag…

Santander's Family Office service guides families in designing, building and managing their family offices and wealth. They offer …

Julius Baer is a private bank founded in 1890 and headquartered in Zurich, Switzerland.The investment approach is led by Group CIO…

Vistra AG “Vistra” is a global group providing wealth management, business and fund services to private clients, funds and corpora…

HSBC Global Private Banking, founded in 1999, is an investment management firm based in London, UK.The firm and HSBC Asset Managem…

360 One Wealth is the wealth management division of Indian financial services company 360 One. It was founded in 2008 and is headq…

Harel Finance is the investment arm of Harel Group, established in 1935 and headquartered in Ramat Gan, Israel. It specializes in …

Ken Fisher's family office manages approximately $5.1 billion in personal wealth through Fisher Investments, a fee-only investment…

Investec Wealth & Investment International was founded in 1829 and serves as the wealth management arm of the Investec Group, base…

LGT Private Banking is part of LGT Group, a private banking institution based in Vaduz and owned by the Princely House of Liechten…

Published 2025 Investment Insights report showing 83% of single-family offices plan to increase private market allocations…

CIMB Private Banking, headquartered in Petaling Jaya, is the wealth management arm of CIMB Group serving high-net-worth individual…

BlackRock OCIO, a subsidiary of BlackRock, is a New York City-based investment management firm that serves as an outsourced chief …

Oversea-Chinese Banking Corporation (OCBC) Group is a Singaporean multinational banking and financial services corporation founded…

Formue provides comprehensive wealth management and capital allocation services for families and foundations with substantial asse…

Sanctum Wealth is an investment management firm headquartered in Mumbai, India. The firm was founded in 2016 by Shiv Gupta through…

Lombard Odier is a private bank and investment firm founded in 1796 and headquartered in Geneva, Switzerland. It provides discreti…

Commonwealth Financial Network is a US investment adviser founded by Joseph Deitch in 1979 and headquartered in Waltham, Massachus…

UBP Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment …

Mackenzie Investments is a Canadian wealth management firm founded in 1967 and based in Toronto, Ontario.Co-CIOs Steve Locke and L…

EFG International, founded in 1995, is a global commercial banking group offering private banking and asset management services he…

MLC, founded in 1886, is a financial planning network in North Sydney, Australia. The firm is part of IOOF Holdings Ltd, an Austra…

LGT Asia Pacific is part of LGT Private Banking, the wealth management arm of LGT Group, the financial institution owned by the Pr…

Societe Generale Private Banking is the wealth management arm of the French multinational bank Societe Generale. The firm has a gl…

Osaic Wealth, a wholly-owned subsidiary of Osaic Holdings, is headquartered in New Jersey. Founded in 2016, the wealth manager ser…

Azimut Group "Azimut" is an independent asset manager based in Italy. It was founded in 1989 and has been listed on the Italian st…

Hong Kong Jockey Club (HKJC), established in 1884, is a non-profit organization providing horse racing, sporting, and betting ente…

Pathstone Federal Street is an independent, employee- and family-owned advisory firm that offers multigenerational families and in…

Brown Brothers Harriman is the wealth management division of Brown Brothers Harriman & Co., a bank founded in 1818 and headquarter…

FNB Wealth & Investments, headquartered in Johannesburg, Gauteng, is a division of the South African investment bank First Nationa…

Arrow Global is an asset management firm founded in 2005 by Zach Lewy and headquartered in London, UK. The firm specialises in pri…

Stifel, Nicolaus & Co. is a US wealth management and investment banking company founded in 1890 and located in St. Louis, Missouri…

Rathbones is an investment advisor founded in 1742 and headquartered in London, UK. The firm owns the Rathbones Group Plc and admi…

Jadwa Investment is a wealth management firm founded in 2006 and based in Riyadh, Saudi Arabia. The firm also has offices in Jedda…

Focus Partners Family Office (“FPFO”) is the family office division of Focus Partners Wealth LLC (“FPW”), a wealth management and …

Based in Le Relecq-Kerhuon, Brittany, France, Credit Mutuel Arkea is a French banking and insurance cooperative group created in 2…

The Commerce Trust Company (Commerce) is a US multi-family office headquartered in Missouri. The firm was founded in 1906 as a div…

Wealth Enhancement Group (WEG), founded in 1997 in Plymouth, Minnesota, is an independent wealth management firm and registered in…

BPER Banca, formerly Banca Popolare dell’Emilia Romagna, is a banking group offering wealth management services. The firm was foun…

Evelyn Partners (“Evelyn”) is a wealth management company which includes family office services in its range of offerings to clien…

Banca Generali is a private bank established in 1998 and headquartered in Trieste, Italy. It is 50% owned by Generali Group. Banca…

First Citizens Wealth (formerly First Citizens Wealth Management) is a subsidiary of First Citizens Bank, a US-based financial ser…

FERI AG (“FERI”) is a multi-family office headquartered in Bad Homburg, Germany. Founded in 1987, the firm is one of the largest m…

JBWere, founded in 1840 by Jonathan Binns Were, is an Australian-based investment management firm and a subsidiary of National Aus…

Carret Private Investments Ltd (“Carret”) is a Hong Kong-based multi-family office that was established in 2016. The firm, which i…