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Citywire is a London-based business covering the Global Wealth community.. Founded in 1999, Citywire aims to create a complete picture of the decision-makers who drive the way the world invests $250tn in assets – from due diligence teams in the US to fund selectors across Europe and private bankers in Asia.
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities. [2][3] In August 2022, according to a report released by the National Association of Real Estate Investment Trusts, Cohen & Steers was the ...
John Spiers is an entrepreneur and philanthropist. He founded Bestinvest in 1986 and sold it to 3i Group in 2007. [1] He is now Chair of EQ Investors, a wealth management company in London and runs The EQ Foundation, a registered charity. John Spiers was born in Bristol in 1950. He attended Kingston Grammar School and gained an MA in ...
Wellington Management Company. Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]
It was decided it was in the best interests for iCapital to remain independent in the hands of multiple investors. [1] in 2022, iCapital reached a valuation of $6 billion. [5] In February 2024, Institutional Investor reported that more than 100,000 financial advisors used iCapital and it had access to funds from 560 asset managers. [7]
Website. edelmanfinancialengines.com. Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [ 6 ][ 7 ] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial ...
Lindsell Train Limited (LTL) is a British investment management company that focuses on managing equity portfolios. The Lindsell Train Investment Trust (LTI) which currently owns 24% of LTL is publicly traded on the London Stock Exchange. Lindsell Train is current manager of the Finsbury Growth & Income Trust.
Ameriprise Financial. Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]