Tag: Wealth Management10
Impact Investors Tag: Wealth Management 8
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Investor
Ascent Private Capital Management of U.S. Bank
United States of America
Ascent Private Capital Management of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. Families who want to re envision the powers and uses of wealth and who want to do great things for themselves future generations and society. Ascent Private Capital Management is different. Each Ascent team serves a limited number of families. Ascent team comprises professionals skilled in all aspects of wealth management.
| Type: Wealth Manager/Advisor | Geography: United States of America | Impact: Access to Financial Services |
Investor
Commercial International Bank (CIB)
Egypt
Commercial International Bank S.A.E. is an Egyptian private sector bank. The company corporate headquarters are located in Cairo Egypt. The bank serves more than 500000 clients and has more than 6000 employees.
| Type: Bank | Geography: Egypt | Impact: Access to Financial Services |
Investor
De Pury Pictet Turrettini & Cie SA
Switzerland
De Pury Pictet Turrettini & Cie S.A. is a privately owned investment manager. The firm also offers asset management and estate advisory as well as family office services. It primarily provides its services to both individual and institutional clients. The firm launches and manages equity mutual funds for its clients. It invests in the public equity markets. The firm employs a fundamental and qualitative analysis with a bottom up stock picking approach to make its investments.
| Type: Investment Fund Manager | Geography: Switzerland | Impact: Access to Financial Services |
Investor
Delegate Advisors
United States of America
Delegate Advisors is an independent wealth advisor working with a select group of ultra-high net worth families and individuals on all the things that touch their financial lives.
| Type: Investment Fund Manager | Geography: Northern America | Impact: |
Investor
Glenmede
United States of America
We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients individuals families endowments foundations institutional investors and consultants throughout the United States.With offices in Philadelphia Cleveland Morristown New York Princeton Washington DC and Wilmington Glenmede is small enough to provide highly personalized service and yet with $32 billion in assets under management large enough to provide access to a wide range of asset classes and world class financial advice.
| Type: Institutional Investor | Geography: United States of America | Impact: Access to Financial Services |
Investor
Morgan Stanley
United States of America
Morgan Stanley mobilizes capital to help governments corporations institutions and individuals around the world achieve their financial goals. For over 75 years the firm s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance Morgan Stanley will continue to break new ground in advising serving and providing new opportunities for its clients.
| Type: Corporate | Geography: Global | Impact: |
Investor
OpenInvest
United States of America
OpenInvest is the future of investing a future that is straightforward social and reflects your values. OpenInvest all want to make the world a little better. But often they re unknowingly making it worse. Each of us may be personally subsidizing companies that don't share the values like major polluters weapons manufacturers or private prisons to name a few.
| Type: Wealth Manager/Advisor | Geography: United States of America | Impact: Access to Financial Services |
Investor
UBS
Switzerland
UBS is a global financial services firm with a 150 year heritage serving corporations governments institutions and individuals. Headquartered in Zurich and Basel Switzerland UBS has offices in more than 50 countries. The UBS Group has four business divisions including Wealth Management & Swiss Bank which serves high net worth and ultra high net worth individuals globally as well as private and corporate clients in Switzerland. As of 2009 social investing philanthropy and strategic charitable services have been unified within the Wealth Management unit under a new dedicated Philanthropy & Values Based Investing team.
| Type: Investment Fund Manager | Geography: Global | Impact: Access to Financial Services |