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Investing : Asset Management


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1 - 19 of 19 entries.

  • Alhambra Investments
    Financial planning, market research & asset management company founded in 2006 by Joe Calhoun.
    http://www.alhambrainvestments.com/
  • Betterment
    Automated investing service that aims to provide optimized investment returns for individual, IRA, 401k & rollover accounts. The company was founded in 2008 by Jon Stein & Eli Broverman.
    https://www.betterment.com
  • BlackRock
    Large asset manager guiding individuals, financial professionals & institutions in building better financial futures. The company was founded in 1988 as a risk management & fixed-income asset management firm for institutional clients.
    https://www.blackrock.com/
  • BNY Mellon
    Global American financial services & banking corporation founded in 2007 through the merger of Mellon Financial Corporation & The Bank of New York. They are known for managing & servicing the investments of institutions & high net-worth individuals.
    https://www.bnymellon.com/
  • Bridgewater Associates
    Institutional asset & investment management firm founded by Ray Dalio in 1975. They manage over $100 billion in assets for hundreds of large & sophisticated institutional clients.
    https://www.bridgewater.com/
  • East West Investment Management
    Toronto investment management firm serving high net worth Canadians. Richard Phillips founded the company in 2009.
    http://eastwestfunds.com/
  • Equitile Investments
    UK fund management firm founded by Andrew McNally & George Cooper.
    http://www.equitile.com/
  • Hamilton Lane
    Alternative investment management firm providing innovative private markets services to sophisticated investors around the world. Leslie Brun founded the firm in 1991.
    https://www.hamiltonlane.com/
  • Kynikos Associates
    Asset management firm founded by James S. Chanos in 1985. They are known as an outspoken voice for short sellers & offer services to corporations, individuals, trusts, pensions & sovereign wealth funds.
    https://www.kynikos.com/
  • Motif
    An online brokerage built on thematic portfolios, of up to 30 stocks & ETFs, which can be customized and traded at discount prices.
    https://www.motifinvesting.com/
  • O'Shaughnessy Asset Management
    OSAM is a quantitative money management firm based in Stamford. They deliver a broad range of equity portfolios to institutional & individual investors.
    http://www.osam.com
  • Oaktree Capital
    Global asset management firm which specializes in alternative investment strategies including distressed credit. The company was founded in April of 1995 by Howard Marks, Bruce Karsh, Steve Kaplan, Larry Keele, Richard Masson & Sheldon Stone.
    http://www.oaktreecapital.com/
  • Personal Capital
    Wealth management firm offering online asset management & investment advice & strategies. The company was founded on July 1, 2009 by Louie Gasparini, Bill Harris & Rob Foregger.
    http://www.personalcapital.com/
  • Saxo Bank
    Fully licensed & regulated Danish bank specialising in online trading & investment across global financial markets. The brokerage company was founded in 1992 by Lars Seier Christensen, Kim Fournais & Marc Hauschildt.
    http://www.saxobank.com/
  • Schroders
    Global investment manager which helps institutions, intermediaries & individuals reach their goals & prepare for the future. The British company was founded in 1804 by Johann Heinrich Schroder.
    http://www.schroders.com
  • State Street
    Global American financial services company which provides investment management, servicing & administration; research & trading; & financial data analytics for institutional investors.
    http://www.statestreet.com/
  • UBS
    Global Swiss financial services firm operating in over 50 countries. They are well known for wealth management, asset management & investment banking services.
    https://www.ubs.com/
  • Wealthfront
    Automated wealth management & investment service founded in 2008 by Andy Rachleff & Dan Carroll.
    https://www.wealthfront.com
  • Wealthsimple
    Automated investment platform founded in 2014 by Michael Katchen. They provide an easy-to-use approach to build a diversified portfolio of low-fee funds in minutes.
    https://www.wealthsimple.com/

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Last Updated: 13-Jul-2018