Oakham Wealth Management: Intelligent and Sustainable Investment Solutions

Oakham Wealth Management: Intelligent and Sustainable Investment Solutions

Oakham Wealth Management Ltd is a boutique investment firm based in Mayfair, London, specializing in intelligent and sustainable asset management. Founded in 2004, they focus on long-term investment strategies that align with environmental, social, and governance (ESG) principles. As a certified B Corporation, Oakham is committed to balancing profit with purpose, ensuring that their investment strategies contribute positively to society and the environment.

Cove Financial Planning, LLC: Comprehensive Fee-Only Financial Services with a Focus on Social Responsibility

Cove Financial Planning, LLC: Comprehensive Fee-Only Financial Services with a Focus on Social Responsibility

Cove Financial Planning, LLC offers fee-only financial planning and investment management services, emphasizing social responsibility and personalized client care. Led by CERTIFIED FINANCIAL PLANNER™ Ben Smith, the firm prioritizes clients’ interests without conflicts of interest. Their commitment to sustainability and ethical investing aligns financial goals with personal values, making them a standout choice for individuals and families seeking comprehensive financial guidance.

1L Capital AG: Independent Research and Evaluation Firm for Investment Managers

1L Capital AG: Independent Research and Evaluation Firm for Investment Managers

1L Capital AG specializes in evaluating investment managers, focusing on transparency, discipline, and risk management. Founded by industry experts, the firm combines extensive experience to deliver high-quality insights. Their rigorous evaluation process ensures that only the best managers are identified, promoting sustainable investment practices aligned with global development goals.

Dos Grados: Investing in Sustainable Real Assets for a Greener Future

Dos Grados: Investing in Sustainable Real Assets for a Greener Future

Dos Grados specializes in responsible investments in sustainable real assets, focusing on renewable energy and eco-friendly projects. Their commitment to sustainability and social impact drives their investment strategies, aligning financial success with positive change. With a skilled team and a clear mission, Dos Grados is dedicated to fostering a greener future through innovative projects that support global sustainability goals.

Marcau Partners AG: Trusted Investment Management for Early Stage Entrepreneurs

Marcau Partners AG: Trusted Investment Management for Early Stage Entrepreneurs

Marcau Partners AG specializes in managing early-stage investments with a strong emphasis on compliance and integrity. Since 2018, the firm has been dedicated to building trust with clients while empowering resilient entrepreneurs to thrive. Regulated by FINMA and committed to transparency, Marcau Partners AG stands out in the investment landscape.

Financial Advising Project: Tailored Guidance for Your Financial Journey

Financial Advising Project: Tailored Guidance for Your Financial Journey

This financial advising project offers tailored services to guide individuals through their financial journeys, focusing on retirement planning, investment management, and tax strategies. With a commitment to inclusivity and sustainability, clients receive personalized support to achieve financial independence and peace of mind.

Brown Advisory: Independent Investment Management and Strategic Advisory Firm

Brown Advisory: Independent Investment Management and Strategic Advisory Firm

Brown Advisory is an independent investment management firm focused on delivering exceptional performance and strategic advice. With a client-centered approach and a diverse client base, they tailor their services to meet unique needs. Their equity ownership culture fosters commitment and aligns interests with clients, making a positive impact on communities. Since 1998, they have remained private and independent, ensuring a personalized approach to investment management.

Angeles Investments: Customized Investment Solutions for Clients

Angeles Investments: Customized Investment Solutions for Clients

Angeles Investments is a multi-asset investment firm founded in 2001, specializing in customized portfolios for institutional and private wealth investors. With a commitment to sustainability and client-focused solutions, the firm has established itself as a leader in the investment management industry. Their mission is to enhance clients’ investment capabilities while prioritizing social and environmental responsibility.

Holden & Partners: Independent Financial Advisory Firm Specializing in Ethical Investments

Holden & Partners: Independent Financial Advisory Firm Specializing in Ethical Investments

Holden & Partners is an independent financial advisory firm based in London, specializing in ethical and conventional investment strategies. Since 2003, they have provided tailored financial planning and investment management services to a diverse clientele, including families, charities, and business owners. Their commitment to sustainability is highlighted by their B Corp accreditation, ensuring that they prioritize both people and the planet in their investment approaches.

CONINCO Explorers in Finance: Ethical Investment Management and Sustainable Development

CONINCO Explorers in Finance: Ethical Investment Management and Sustainable Development

CONINCO Explorers in Finance is a Swiss company dedicated to ethical investment management and sustainable development. With over 30 years of experience, they provide innovative solutions for institutional investors, focusing on transparency and diversification. Their commitment to responsible investing aligns financial returns with ethical values, making them a trusted partner in the finance sector.

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management (NWCM) is dedicated to guiding individuals and businesses toward financial freedom through personalized financial planning and investment strategies. With a focus on understanding each client’s unique circumstances, NWCM crafts actionable plans that evolve with life changes. Their comprehensive services include retirement planning, tax strategies, and estate management, ensuring clients achieve their vision of wealth. NWCM’s commitment to sustainability aligns with global goals, making financial security accessible to all.

Clarius Group: Your Trusted Family Office for Financial Stewardship

Clarius Group: Your Trusted Family Office for Financial Stewardship

Clarius Group serves as a dedicated family office, offering comprehensive financial services tailored to meet the unique needs of families. With a focus on security, integrity, and transparency, Clarius empowers clients to concentrate on what truly matters while ensuring their financial lives are organized and aligned with their goals.

Velox Capital Partners LLP: A UK Investment Manager Committed to Sustainable Returns

Velox Capital Partners LLP: A UK Investment Manager Committed to Sustainable Returns

Velox Capital Partners LLP is a UK investment manager focused on delivering consistent returns through a sustainable and ethical investment approach. By integrating ESG principles into their strategies, they aim to create long-term value for all stakeholders while maintaining a market neutral stance. Their commitment to technology and data-driven methods enhances their ability to identify opportunities and manage risks effectively.

ebi: A Discretionary Investment Manager Focused on Sustainable Portfolios

ebi: A Discretionary Investment Manager Focused on Sustainable Portfolios

ebi is a Midlands-based discretionary investment manager that specializes in managing portfolios for financial advisers. With a focus on sustainability and evidence-based investing, ebi offers tailored solutions that empower advisers and their clients. Their commitment to ethical practices and robust compliance makes them a trusted partner in the investment space.

Prime plc: Transforming Health and Care Spaces Across the UK

Prime plc: Transforming Health and Care Spaces Across the UK

Prime plc is the UK’s leading health and care property developer, focused on creating spaces that enhance care delivery. With a commitment to tackling complex estate management challenges, they deliver innovative solutions that improve health outcomes and wellbeing. Their projects, including the Harborne Hospital and GenesisCare Cancer Centre, exemplify their dedication to transforming healthcare environments for better patient experiences.

Archer Investment Management: Personalized Financial Advisory for Professionals

Archer Investment Management: Personalized Financial Advisory for Professionals

Archer Investment Management is a dedicated financial advisory firm that helps high-achieving professionals create personalized financial plans. With a focus on transparency and tailored strategies, they guide clients through investment management, executive compensation, and life planning. Their team of certified professionals ensures that each client’s unique financial picture is addressed, promoting sustainable growth and responsible investing.

Cobas Asset Management: Expert Management of Collective Investment Institutions

Cobas Asset Management: Expert Management of Collective Investment Institutions

Cobas Asset Management is a Madrid-based firm specializing in managing Collective Investment Institutions. With a strong focus on value investing and sustainability, Cobas AM provides essential investment documents and complies with Spanish regulations. Their commitment to responsible business practices is reflected in their impressive B Corp score. This company not only aims to deliver financial returns but also promotes individual freedom through knowledge and sustainable development.

Torres Mascarenhas: Comprehensive Valuation, Consulting, and Investment Management Services

Torres Mascarenhas: Comprehensive Valuation, Consulting, and Investment Management Services

Torres Mascarenhas specializes in valuation, consulting, and investment management, offering tailored solutions for diverse business needs. With a strong reputation and extensive experience, they help clients navigate complex markets and maximize returns. Their commitment to sustainability aligns with global goals, making them a trusted partner for investors and corporations alike.

Abacus Wealth Partners: Transforming Financial Advising for Meaningful Impact

Abacus Wealth Partners: Transforming Financial Advising for Meaningful Impact

Abacus Wealth Partners, LLC offers a transformative financial advising experience that connects money with meaningful impacts. By focusing on socially responsible investing and personalized guidance, they empower clients to navigate their financial journeys with confidence. Their commitment to social justice and community impact sets them apart in the wealth management landscape.

Apex Capital: Independent Manager Specializing in Variable Income Investments

Apex Capital is an independent manager dedicated to variable income investments, combining fundamental analysis with macroeconomic insights to identify the best opportunities. Founded in 2011, the firm emphasizes precision, discipline, and a commitment to excellence, ensuring alignment of interests between partners and clients. With a strong regulatory adherence and a focus on quality, Apex Capital is positioned as a trusted player in Brazil’s financial market.

Artesian: A Global Leader in Alternative Investment Management

Artesian: A Global Leader in Alternative Investment Management

Artesian is a global alternative investment management firm founded in 2004, specializing in public and private debt, venture capital, and impact investment strategies. With a focus on delivering sustainable performance and value, Artesian supports innovative ideas and founders while adhering to core values of integrity, collaboration, and sustainability. The firm’s diverse portfolio and tailored solutions position it as a leader in the investment advisory landscape.

rebel Financial: A Client-Centric Approach to Financial Planning

rebel Financial: A Client-Centric Approach to Financial Planning

rebel Financial is a Registered Investment Advisor dedicated to providing personalized financial planning and investment management services. With a mission of ‘people before profit,’ they focus on tailored strategies that align with clients’ values and goals. Their comprehensive approach ensures that every client receives the right support, whether for retirement planning, estate planning, or everyday financial decisions. By fostering trust and transparency, rebel Financial stands out as a partner in navigating the complexities of financial life.