Investment Services

Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.

Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.

Provides a comprehensive range investment services to public and private institutions.

Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.

A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.

Provides global advisory, execution and custodian service.

Provides management services to small to medium-sized mutual fund groups.

Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.

Provides investment counseling and portfolio management services.

Provides investment services for individuals, charities and institutions.

Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.

Provides unbiased information to those seeking offshore investment opportunities.

Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.

Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.

Offers management of employee share schemes.