The family office directory for dealmakers.

Carson Group is a US-based investment firm headquartered in Omaha, Nebraska.In February 2024, Carson Partners expanded into Vermon…

Truist Wealth is the wealth management arm of Truist Financial Corporation. The firm provides investment research, portfolio const…

Brewin Dolphin is a London-based investment advisory firm founded in 1762. The firm became part of RBC Wealth Management in Septem…

Ferd AS is a Norwegian single-family office with diverse holdings across public and private markets, in multiple sectors.…

Glenmede serves high-net-worth families, endowments, and foundations with a focus on building durable, long-term portfolios aligne…

Fiduciary Trust International (formerly Athena Capital Advisors) is a US-based wealth management division of Franklin Templeton. H…

Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net…

Secure Spectrum, headquartered in Kongens Lyngby, Denmark, was established in 2021 through the merger of asset managers Secure and…

Capital Group Private Client Services is a US investment advisory firm based in Los Angeles, California, serving private and insti…

Charles Stanley, a subsidiary of Raymond James Financial Services, is a wealth management firm founded in 1792 and headquartered i…

JP Morgan Brazil is a wealth management arm of JP Morgan Chase & Company, headquartered in São Paulo.Richard Madigan serves as CIO…

NBK Wealth, a division of NBK Group, is an investment management that was launched as a global wealth management firm in 2024 and …

Berenberg is a private bank founded in 1590 with headquarters in Hamburg, Germany. The firm has satellite offices in Switzerland, …

Grosvenor Group is the investment organization of the Grosvenor family, with $13B in AUM anchored by 300 acres of prime London rea…

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Grosvenor Group is the single-family office of the Grosvenor family (headed by the Duke of Westminster) with $13B in assets under …

Quilter Cheviot, a division of the Quilter Plc Group, is an investment manager founded in 1771 and headquartered in London, UK. Th…

Titan Wealth Group comprises several divisions, spanning asset management, wealth management, and financial planning services. The…

True Potential is a UK-based investment firm founded in 2007 and headquartered in Newcastle-upon-Tyne.The firm's investment approa…

Coutts is the international private banking arm of the Royal Bank of Scotland, which sits within the NatWest Group. The firm was f…

REYL Intesa Sanpaolo ("Reyl") is a Geneva, Switzerland-based private bank with six further offices in Europe, the Middle East, and…

Legend Capital, founded in 2020, is an independent group of wealth management and advisory companies based in São Paulo, Brazil. I…

Arax Investment Partners, founded in 2022 by CEO Haig Ariyan, is a RedBird Capital Partners-backed wealth manager headquartered in…

BPER Banca Private Cesare Ponti is the private banking division of BPER Banca. The division was launched in February 2024 and is h…

Empire Group Holdings Ltd (“Empire”) is the single-family office of the Kwok family and was founded in 2010. Headquartered in Hong…

The Family Office London is a multi-family office based in London that specializes in managing the financial, charitable, and phil…

Stonehage Fleming is an independent multi-family office that advises over 250 families globally on managing and protecting wealth …

Summary of BBR Partners LLCBBR Partners LLC (“BBR”) is a multi-family office that was founded in 2000, and maintains offices in Ne…

M&G Wealth, launched in September 2020, is the wealth management arm of M&G Plc based in London, UK. It comprises M&G Wealth Advic…

Goldman Sachs Wealth Services, formerly Goldman Sachs Ayco Personal Financial Management, is a wealth management firm founded in 1…

Sanctuary Wealth Group is a US wealth management and RIA aggregator firm founded in 2018 and based in Indianapolis, Indiana.The fi…

DUMAC manages Duke University's endowment and affiliated assets totaling $12 billion, with a 55% allocation to alternatives. The o…

Quilter Investors is the multi-asset, multi-manager investment arm of Quilter. It offers funds sub-advised by third-party managers…

The Howard Hughes Medical Institute (HHMI) is a US non-profit medical research organization based in Chevy Chase, Maryland. It als…

Nippon Shinyaku, established in 1919, and headquartered in Kyoto, is a Japanese manufacturer of pharmaceuticals and foodstuffs. Th…

Bregal Investments LLP is a private investment company based in the UK that focuses on private equity investments.…

ATB Wealth, a subsidiary of ATB Financial, is a Canada-based investment firm founded in 2002 and headquartered in Edmonton, Albert…

Allworth Financial is a US wealth management firm established in 1993 as Hanson McClain Advisors by Pat McClain and Scott Hanson, …

Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country…

Steward Partners Global Advisory (SPGA) is a US wealth management firm founded in 2013 and headquartered in Stamford, Connecticut.…

Florian Marini | Head of Equities | Head of Equities | florian.marini@syzgroup.com | https://www.linkedin.com/in/florianmarini/ Fa…

TrinityBridge (f/k/a Close Brothers Asset Management) is a UK-based wealth management firm providing investment management and adv…

BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as a multifamily office.…

AltamarCAM Partners is an alternative investments platform and wealth manager formed through the 2021 merger of Altamar Capital Pa…

Noah Holdings, founded in 2005 by Jingbo Wang and Zhe Yin, is a global investment firm headquartered in Shanghai, China. The firm …

Alta Advisers Limited is the single-family office of the Rausing family, managing wealth derived from the Tetra Pak packaging ente…

Bin Zayed Venture (BZV) is an Arabic single-family office based in Singapore. The firm invests across North America and Asia via b…

Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services.…