Wealth managers and family office advisors
The database lists 78 organisations classified as Wealth Manager / FO Advisor. The most common headquarters are the United States (37), Switzerland (11) and the United Kingdom (10). Leading sectors: Financial Inclusion (13) and Gender & Inclusion (1).
Examples in the database
- CopernicusWealth Manager / FO Advisor · Switzerland
- Edmond de Rothschild FoundationsWealth Manager / FO Advisor · Switzerland
- Pragma Wealth ManagementWealth Manager / FO Advisor · United Kingdom
- Veris Wealth PartnersWealth Manager / FO Advisor · United States
- RathbonesWealth Manager / FO Advisor · United Kingdom
- Deutsche Bank Wealth ManagementWealth Manager / FO Advisor · United States
- Julius BaerWealth Manager / FO Advisor · Switzerland
- JP Morgan Private BankWealth Manager / FO Advisor · United Kingdom
- Cazenove Capital (Schroders)Wealth Manager / FO Advisor · United Kingdom
- Align ImpactWealth Manager / FO Advisor · United States
- EQ InvestorsWealth Manager / FO Advisor · United Kingdom
- BNP Paribas Wealth ManagementWealth Manager / FO Advisor · France
What these 78 organisations look like
By headquarters country
By impact theme
By instrument
By investment region
More by investor type
- Multi-family offices 1,798
- Asset managers 1,520
- Impact fund managers 1,315
- Single family offices 1,312
- Impact investing service providers 1,281
- Impact investment advisors and consultants 615
- Venture capital firms 378
- Private foundations 362
- Family foundations 337
- Research and academic institutions 115
- Funds of funds and LPs 95
- Impact investing networks and associations 73
- Banks and financial institutions 51
- Corporates with impact and CSR programmes 51
- Development finance institutions (DFIs) 47
- Private credit and debt funds 32
- Government and public agencies 25
- Private equity firms 23