Financial Services Directory
Search and filter financial institutions across 23 regions and 24 categories.
28 institutions found
Showing 1–18 of 28
CFM Indosuez Wealth Management Monaco
CFM Indosuez is Monaco's leading wealth management bank, part of the Credit Agricole group, providing private banking and investment services to UHNW clients.
Julius Baer Group
Julius Baer is one of Switzerland's leading private banking groups, providing wealth management, investment advisory, and financial planning services to high-net-worth individuals.
LGT Group
LGT Group is the world's largest family-owned private banking and asset management group, owned by the Princely House of Liechtenstein, providing wealth management and investment services.
Merrill Lynch
Merrill Lynch, a subsidiary of Bank of America, is one of the world's leading wealth management firms, providing financial advisory services, investment banking, and capital markets services.
Pictet Group
Pictet is one of Switzerland's premier private banks and independent asset managers, providing wealth management, asset management, and alternative investments to private and institutional clients.
Société Générale Private Banking Monaco
Société Générale Private Banking Monaco provides exclusive private banking and wealth management services to high-net-worth individuals and families in the Principality of Monaco.
UBS Group
UBS is the world's largest wealth manager, providing private banking, investment banking, and asset management services to ultra-high-net-worth individuals and institutions globally.
AMP Limited
AMP Limited is a leading wealth management company in Australia and New Zealand, providing financial advice, superannuation, and investment products.
Baird
Robert W. Baird is an employee-owned financial services firm providing investment banking, wealth management, asset management, and capital markets services.
BNP Paribas Wealth Management Monaco
BNP Paribas Wealth Management Monaco offers comprehensive private banking and investment management services to ultra-high-net-worth clients in Monaco and the French Riviera.
Deltec Bank & Trust
Deltec Bank & Trust is a private banking and wealth management institution in the Bahamas, providing offshore banking, investment management, and trust services to international clients.
Edward Jones
Edward Jones is a full-service brokerage firm serving individual investors in the United States and Canada, known for its network of financial advisors and personalised investment advice.
Endowus
Endowus is a Singapore wealth-management platform whose official site presents managed investment, advisory, CPF, SRS and cash-investment services.
Lombard Odier
Lombard Odier is one of Switzerland's oldest private banks, providing wealth management, investment management, and banking services to private and institutional clients worldwide.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a leading global wealth management firm, part of Bank of America, providing investment management, financial planning, and estate planning services.
Nuveen Investments
Nuveen, the investment management arm of TIAA, is a global investment manager offering a comprehensive range of investment solutions including fixed income, equities, and alternative investments.
Osaic, Inc.
Osaic, Inc. is a U.S. wealth-management organization whose affiliated broker-dealers and registered investment advisers support financial professionals and their clients.
Raymond James Financial
Raymond James Financial is a leading diversified financial services company providing investment banking, asset management, banking, and other financial services to individuals, corporations, and municipalities.