This page will talk about investment providers.
The talking points here will include:
- What are investment providers?
- Investment platforms
- How investment companies and investment firms cater to investor needs
- Investment providers and platforms list:
- Aria Capital Management
- BlackRock
- Canaccord Genuity Wealth Management
- Fidelity Adviser Solutions
- Morgan Stanley
- Quilter Cheviot
- Quilter International
- Vanguard
- Barclays International
- Charles Schwab
- Credit Suisse
- Deustche Bank
- HSBC Expat
- Standard Chartered Private Bank
- Hargreaves Lansdown
- Interactive Brokers
- J.P. Morgan
- RL360
- Zurich International
- Novia Global
- Godwin Capital
- Sarwa (Sarwa Dubai)
What are investment providers?
Investment providers are firms or entities that offer various financial products and services to individual and institutional investors. These services include access to financial markets, investment options, and professional management of assets.
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).
Investment providers play a crucial role in the financial ecosystem by facilitating investments in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities. They can range from banks, brokerage firms, and mutual fund companies to investment advisory firms and online trading platforms.
The primary functions of investment providers include:
- Offering Investment Products: They provide investors with a range of investment options to suit different risk tolerances, investment objectives, and time horizons. This can include mutual funds, stocks, bonds, ETFs, and more complex financial instruments.
- Asset Management: Many investment providers offer asset management services, where they take on the responsibility of managing an investor’s portfolio based on agreed-upon objectives and risk tolerance. This can involve making investment decisions on behalf of the client, including buying and selling securities, portfolio rebalancing, and strategic asset allocation.
- Investment Advice: Investment providers often offer advisory services, giving personalized investment advice to help investors make informed decisions. This can include personal financial planning, retirement planning, tax strategies, and other investment-related guidance.
- Market Access and Execution: They provide the infrastructure and technology for investors to access financial markets and execute trades. This includes maintaining trading platforms, ensuring compliance with regulatory requirements, and facilitating transactions.
- Research and Analysis: Investment providers typically offer research and analysis on various investment opportunities, market trends, and economic outlooks. This information can be invaluable for investors seeking to make data-driven investment decisions.
- Educational Resources: To help investors understand the markets and make informed decisions, many providers offer educational materials, workshops, and seminars on investing basics, advanced trading strategies, and financial management.
Choosing the Right Investment Providers
Choosing the right investment provider is a critical step for anyone looking to secure and grow their wealth. Investment providers serve as the bridge between your financial goals and the complex world of investment opportunities.
A well-chosen investment provider not only grants access to a broad range of investment alternatives but also equips you with valuable resources such as market analysis, personalized advice, and strategic planning tools.
Moreover, the right investment provider understands your risk tolerance and investment objectives.
Ultimately, the relationship you build with your investment provider plays a foundational role in your journey toward financial growth and security.
Investment Platforms
Investment platform providers have revolutionized the way individuals and institutions access and manage their investments. These platforms, leveraging technology to offer user-friendly, efficient, and cost-effective services, have significantly lowered the barriers to entry for investors of all levels.
Investment platforms offer a one-stop shop for managing portfolios, accessing a wide range of investment opportunities, and executing trades at lower costs compared to traditional investment providers.
How Investment Companies and Investment Firms Cater to Investor Needs
Investment companies and firms tailor their services to meet the varying needs of investors, acknowledging that each investor’s financial goals and risk tolerance are unique.
Investment companies often provide mutual funds, exchange-traded funds (ETFs), and other pooled investment vehicles that offer diversification and professional management. These options appeal to investors seeking to spread their risk across a variety of assets.
On the other hand, investment firms might offer more personalized services, including portfolio management and financial advising.
They work closely with investors to create customized investment strategies that align with personal financial goals, whether it’s wealth accumulation, income generation, or capital preservation.
Importance of Brokerage Services in Investment
Brokerage services act as intermediaries that facilitate the buying and selling of financial securities, such as stocks, bonds, and mutual funds.
These services provide investors with the tools and platforms necessary to execute trades, access market data, and perform analysis.
Brokerage firms offer research, investment advice, and portfolio management services.
Furthermore, brokerage firms have evolved to offer online platforms that provide investors with real-time access to markets, educational resources to improve their investing skills, and analytical tools to evaluate investment opportunities.
Investment Providers and Platforms List
Investment management and advisory firms offer a range of services including portfolio management, financial planning, and investment advisory. They employ experts who analyze market trends, manage assets, and provide tailored advice to clients.
Aria Capital Management
Aria Capital Management is known for its personalized investment management services, focusing on creating customized financial solutions for its clients.
Their approach combines strategic asset allocation with careful selection of investments to match clients’ financial goals and risk tolerance.
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Argonaut Capital Partners
Argonaut Capital Partners specializes in European equities, offering clients unique investment opportunities across the continent.
Their expertise in European markets makes them a preferred choice for investors looking to diversify their portfolios internationally.
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BlackRock
BlackRock is the world’s largest investment management firm, offering a wide array of investment products and services to individuals, companies, and governments.
With a global presence and a diversified portfolio that includes equities, fixed income, and alternative investments, BlackRock is renowned for its innovative approach to investment management.
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Block Asset Management
Block Asset Management is a boutique firm that specializes in offering innovative investment solutions in the rapidly growing sector of blockchain and cryptocurrency.
The firm’s expertise in blockchain technology and digital assets makes it a go-to choice for investors looking to diversify their portfolios with cryptocurrencies and related investments.
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Brewin Dolphin
Brewin Dolphin is one of the UK’s leading wealth management firms, offering personalized financial planning and investment management services to individuals, charities, and pension funds.
The firm is committed to understanding the unique needs of its clients, delivering bespoke investment strategies designed to meet long-term financial goals.
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Brooks Macdonald International
Brooks Macdonald International specializes in providing bespoke wealth management and investment services to international clients, including expatriates and global investors.
With a focus on personalized service, the firm offers tailored investment solutions designed to meet the specific needs and objectives of each client.
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Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management provides comprehensive wealth management solutions for high-net-worth individuals, families, and institutions.
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Cazenove Capital
Cazenove Capital, part of the Schroders Group, is a provider of personalized wealth management services. Specializing in investment management, wealth planning, and banking services, Cazenove Capital caters to individuals, families, trusts, and charities.
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Copia Capital Management
Copia Capital Management is recognized for its dynamic approach to asset management, focusing on delivering robust investment performance through innovative strategies. The firm caters to both institutional and individual investors, offering solutions across a variety of asset classes.
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Credo Group
Credo Group delivers comprehensive wealth management services, focusing on long-term investment strategies and financial planning solutions.
With an international clientele, Credo Group emphasizes a holistic approach to wealth management, integrating investment advice with estate planning and tax efficiency.
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EFG International
EFG International operates as a global private banking group, offering bespoke wealth management and private banking services to high-net-worth individuals and institutions.
EFG International provides a wide range of investment, asset management, and financial planning services.
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Fisher Investments
Fisher Investments is a global investment management firm that provides customized portfolio management services to individual investors, institutions, and retirement plans. It employs a top-down approach to selecting securities, emphasizing macroeconomic analysis and thematic investing.
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Fidelity Adviser Solutions
Fidelity Adviser Solutions is a division of Fidelity Investments, one of the largest asset managers globally, offering a wide range of investment products and services to financial advisors and their clients.
With a focus on research-driven strategies, Fidelity Adviser Solutions provides access to mutual funds, ETFs, and managed accounts.
Investec
Investec is an international specialist bank and asset manager that offers a range of financial products and services to individuals, businesses, and institutions.
Investec focuses on wealth and investment, property, and private banking.
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Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide array of investment banking, securities, wealth management, and investment management services.
The firm’s wealth management division offers comprehensive financial advice and services, including portfolio management, financial planning, and access to private banking solutions.
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Newport Private Wealth
Newport Private Wealth is dedicated to providing high-net-worth individuals and families with sophisticated wealth management and planning services.
The firm is focused on investment management, estate planning, and family wealth counseling.
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Nedgroup Investments
Nedgroup Investments offers a range of investment solutions to individual investors, institutions, and financial advisors.
With a focus on delivering superior risk-adjusted returns, Nedgroup Investments selects top-performing fund managers and employs rigorous investment processes.
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Parmenion
Parmenion combines innovative technology with investment expertise to provide financial advisors with comprehensive investment and administrative solutions.
Parmenion offers a range of bespoke portfolios and wraps them in a seamless digital platform.
Quilter Cheviot
Quilter Cheviot is one of the UK’s leading investment management firms, specializing in bespoke portfolio management services for private clients, trusts, charities, and pension funds.
The firm’s investment managers build personalized portfolios based on individual goals, risk tolerance, and financial circumstances.
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Quilter International
As part of Quilter plc, a leading wealth management business, Quilter International specializes in offering flexible, tax-efficient investment products to global clients.
The firm’s expertise in cross-border financial planning and its extensive range of investment options make it a preferred choice for individuals seeking to grow and protect their wealth internationally.
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Rathbone Investment Management
Rathbone Investment Management is a leading UK provider of personalized investment management and wealth planning services. Rathbone Investment Management crafts bespoke investment portfolios that aim to deliver long-term financial goals.
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Vanguard
Vanguard is a global leader in low-cost investing, offering a wide range of mutual funds, ETFs, and financial services to individual investors, institutions, and financial advisors.
The firm’s unique ownership structure, where the funds own the company, allows Vanguard to maintain alignment with the interests of its investors.
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ABSA Bank Mauritius
ABSA Bank Mauritius is among the leading financial institutions in Mauritius, offering a comprehensive range of banking and financial services to individuals, SMEs, and corporates.
It provides solutions in savings and investments, loans, credit cards, and internet banking, helping customers to manage their finances effectively and efficiently.
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Banque de Luxembourg
Banque de Luxembourg is a prominent Luxembourgish bank, known for its private banking, asset management, and investment advisory services. It caters to both individual and institutional clients.
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Barclays International
Barclays International offers a wide range of financial services across the globe, including personal banking, credit cards, corporate and investment banking, and wealth and investment management.
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Bank One
Bank One operates as a dynamic player in the banking industry, offering a diverse array of products and services that cater to both retail and corporate clients.
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Charles Schwab
Charles Schwab is one of the leading brokerage and banking firms, offering a wide range of financial services including investment advice, online brokerage services, and wealth management.
Charles Schwab aims to make investing more accessible and affordable for everyone, from novice investors to experienced traders.
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Credit Suisse
Credit Suisse is a global financial services company that specializes in private banking, investment banking, asset management, and wealth management solutions, catering to affluent individuals, corporations, and governments worldwide, emphasizing personalized service and financial expertise.
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DBS Vickers Securities
DBS Vickers Securities is a securities and derivatives brokerage firm in Asia, offering comprehensive retail, institutional, and online broking services and solutions.
It is part of DBS Bank, one of Asia’s largest banks, providing clients with access to a wide range of investment opportunities in the stock and bond markets.
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Deutsche Bank
Deutsche Bank, a global banking and financial services company, offers a wide array of services including retail banking, asset management, private banking, and corporate finance.
Deutsche Bank has a strong presence in Europe, the Americas, and Asia.
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HDFC Bank
HDFC Bank is one of India’s leading private sector banks, offering a wide spectrum of banking and financial services to its customers.
Known for its excellent customer service, HDFC Bank provides retail banking, wholesale banking, treasury, and other financial solutions with a focus on technology and innovation.
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HSBC Expat
HSBC Expat specializes in providing banking and financial services to expatriates and global citizens.
With expertise in international finance, HSBC Expat offers tailored solutions in wealth management, foreign exchange, and banking services to help clients manage their finances while living or working abroad.
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Julius Baer
Julius Baer is a Swiss private banking group, offering personalized wealth management, investment, and financial advisory services to private clients around the world.
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LGT Bank AG
LGT Bank AG, owned by the Princely House of Liechtenstein, specializes in private banking and asset management.
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Lloyds Bank International
Lloyds Bank International offers a range of banking and financial services to customers living abroad or with international interests.
It provides international mortgages, savings, investments, and multi-currency banking solutions, catering to the unique needs of expatriates and those with cross-border financial interests.
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Lombard Odier
Lombard Odier is one of the oldest private banks in Switzerland, providing wealth and asset management services for private and institutional clients.
Lombard Odier is known for its sustainability-driven investment approach.
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Mashreq Private Bank
Mashreq Private Bank offers bespoke banking and investment solutions to high-net-worth individuals. The firm has a solid presence in the Middle East.
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NatWest
NatWest provides a wide range of banking and financial services in the UK and abroad, including personal, business, and corporate banking. As part of the Royal Bank of Scotland Group, NatWest is known for its customer-focused approach and commitment to innovation in banking solutions.
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Nedbank Private Wealth
Nedbank Private Wealth offers comprehensive financial planning, investment management, and banking services to high-net-worth individuals and families.
With a focus on creating and preserving wealth, Nedbank Private Wealth provides personalized strategies that align with its clients’ long-term financial objectives.
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Pictet Private Bank
Pictet Private Bank, renowned for its expertise in wealth and asset management, serves wealthy individuals, families, and institutions worldwide.
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QNB Bank Wealth Management
QNB Bank Wealth Management provides a comprehensive suite of investment, banking, and financial planning services tailored to meet the unique needs of individuals, families, and organizations.
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Safra Sarasin Bank
Safra Sarasin Bank is known for its sustainable private banking and asset management services. The bank focuses on responsible investment solutions.
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Standard Chartered Private Bank
Standard Chartered Private Bank offers bespoke banking and wealth management solutions to high-net-worth individuals across Asia, Africa, and the Middle East.
With a focus on personalized service, the bank provides access to a wide range of investment opportunities and financial services.
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Swissquote
Swissquote is a leading online financial and trading services provider, offering access to a broad range of investments, including stocks, bonds, and cryptocurrencies.
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SYZ Bank
SYZ Bank specializes in private banking, asset management, and institutional asset management. With a focus on delivering high-quality, bespoke investment solutions, SYZ Bank combines rigorous analysis and innovative strategies.
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Triodos Bank
Triodos Bank is a pioneer in ethical and sustainable banking, financing projects and companies that have a positive impact on society, culture, and the environment.
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Union Bank Privée
Union Bank Privée, UBP SA, is a Swiss private bank known for its wealth management services to private and institutional clients.
AJ Bell Youinvest
AJ Bell Youinvest is a UK-based investment platform offering a wide range of investment options, including shares, funds, ISAs, and pensions.
Known for its user-friendly interface and competitive pricing, it provides extensive research materials and investment guides to help users make informed decisions.
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BMO InvestorLine
BMO InvestorLine is the online brokerage arm of the Bank of Montreal, one of Canada’s largest banks. It offers self-directed trading and adviceDirect options for investors who seek professional guidance.
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eToro
eToro is a social trading and multi-asset brokerage company that focuses on providing financial and copy trading services. It allows users to observe the trading strategies of peers and experienced traders, making it possible to copy their trades.
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Hargreaves Lansdown
Hargreaves Lansdown is one of the UK’s leading investment platforms, providing a broad range of financial services, including stockbroking and pension management. Its platform offers access to a wide variety of investments, from stocks and bonds to funds and ISAs.
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Interactive Brokers
Interactive Brokers is a global electronic brokerage firm offering a vast array of trading and investment options across multiple asset classes. Known for its powerful trading tools, competitive pricing, and extensive market access, it caters to professional traders and institutions.
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National Bank Direct Brokerage
National Bank Direct Brokerage, a subsidiary of National Bank of Canada, offers online trading and investment services to both individual investors and professionals.
With no account minimums and competitive pricing, it provides access to Canadian and international markets, along with a range of tools and resources to help investors.
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Qtrade
Qtrade is a Canadian online brokerage platform known for its exceptional customer service, user-friendly interface, and comprehensive investor education. It offers a wide range of investment options, including stocks, bonds, ETFs, and mutual funds.
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Saxo Bank
Saxo Bank is a leading fintech specialist that provides a comprehensive trading and investment platform for a global client base. It offers access to more than 35,000 financial instruments, including forex, stocks, CFDs, and commodities.
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XTB
XTB is one of Europe’s leading brokers, providing online trading and investment services on forex, indices, commodities, stock CFDs, and cryptocurrencies. It combines speed and stability with detailed market analysis to offer its clients a superior trading experience.
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AcreTrader
AcreTrader is a platform that democratizes access to farmland investing, allowing individuals to invest in parcels of agricultural land. It provides a novel way to diversify investment portfolios.
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Allianz Global Investors
A leading global investment management firm, Allianz Global Investors offers a wide range of investment products and strategies to individuals, institutions, and third-party distributors. It is known for its expertise in risk management and tailored investment solutions across various asset classes.
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Aviva Investors
Aviva Investors is a global asset management company and part of the Aviva group, known for providing a wide range of investment solutions to individual and institutional clients worldwide.
The firm offers expertise across a variety of asset classes, including equities, fixed income, real estate, and multi-asset portfolios.
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BlueBox Global
BlueBox Global is a financial technology company that specializes in providing innovative solutions for the investment management industry. It leverages cutting-edge technology to offer tools for asset management, risk assessment, and portfolio optimization, catering to the needs of institutional investors and wealth managers.
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CrowdStreet
CrowdStreet is a real estate investment platform that offers individual investors access to a range of commercial real estate opportunities.
By leveraging technology to connect investors with high-quality real estate projects, CrowdStreet aims to make real estate investing more transparent, efficient, and accessible.
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Eden Pharma
Eden Pharma focuses on pharmaceutical investments, particularly in the development and commercialization of cannabis-based medicinal products.
With a commitment to advancing healthcare through natural remedies, Eden Pharma invests in research and development projects that promise to deliver innovative treatments for a variety of conditions.
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Energise Africa
Energise Africa is an investment platform that supports renewable energy projects in Sub-Saharan Africa. By providing funding to solar projects, investors help to bring clean, affordable energy to communities, enabling social and economic development while earning a return on their investment.
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High Street Group
The High Street Group focuses on property development and hospitality, offering investment opportunities in some of the UK’s most dynamic cities.
The now-bankrupt firm rebranded to Hadrian Real Estate.
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J.P. Morgan
J.P. Morgan is a global leader in financial services, providing solutions to the world’s most important corporations, governments, and institutions in more than 100 countries.
As the commercial and investment banking arm of JPMorgan Chase & Co., it offers services in investment banking, asset management, private banking, wealth management, and treasury services.
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Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP is among the leading alternative investment management firms based in the United States, specializing in a wide range of strategies, including energy, infrastructure, real estate, credit, and growth capital.
It serves a diverse client base, comprising institutions, endowments, foundations, and high-net-worth individuals.
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Maydan Capital (WahedX)
Maydan Capital, through its WahedX platform, offers ethical investment opportunities compliant with Islamic finance principles.
Focusing on socially responsible investments, Maydan Capital seeks to provide investors with access to halal portfolios that align with their values while aiming for competitive returns.
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Neutral Capital Finance
Neutral Capital Finance specializes in providing investors with opportunities in carbon credits and renewable energy projects. By focusing on investments that contribute to carbon neutrality, Neutral Capital Finance aims to offer both financial returns and a positive environmental impact.
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Nvestiv
Nvestiv is a platform that specializes in crowdfunding investment opportunities, focusing on startups and innovative projects. By pooling resources from a wide range of investors, Nvestiv enables individuals to invest in early stage companies with high growth potential.
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Pardus Fixed Income Bond plc
Pardus Fixed Income Bond plc offers investors a fixed income investment through bonds issued by the fund. I, 2021, it has changed its name to Pardus Capital Holdings plc.
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PenTech
PenTech invests in the intersection of pensions and technology, aiming to revolutionize the pension industry through innovative solutions. By backing startups and technologies that make pensions more accessible and manageable, PenTech seeks to improve retirement outcomes for individuals.
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RAM Active Investments
RAM Active Investments specializes in actively managed investment strategies, focusing on delivering superior risk-adjusted returns. By employing a rigorous, research-driven approach, RAM aims to uncover opportunities across global markets and asset classes.
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SBI Funds Management Pvt. Ltd.
SBI Funds Management Pvt. Ltd. is a joint venture between the State Bank of India and Amundi, a European asset management company, making it one of India’s leading mutual fund investment companies. It offers a wide range of financial products and investment solutions to individuals, corporate investors, and institutions, encompassing equity, debt, and hybrid schemes.
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Scottish Mortgage Trust plc
Scottish Mortgage Trust plc is a global investment trust that seeks long-term capital growth by investing in a diversified portfolio of companies around the world. With a focus on innovative and high-growth companies, the trust is known for its investments in technology and biotech sectors.
TRITAX Big Box REIT plc
TRITAX Big Box REIT plc specializes in investing in “big box” warehouses in the UK. These large-scale logistics assets are crucial to the supply chain of major retailers and e-commerce companies, offering investors exposure to the growing demand for logistics space.
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Urban Village Group
Urban Village Group focuses on property development and regeneration projects, creating vibrant communities and sustainable developments.
Urban Village Group offers investment opportunities in some of the UK’s most exciting urban transformation projects.
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Vinovest
Vinovest is an online platform that allows investors to own and trade shares in fine wine collections. It seeks to democratize wine investing, offering potential for appreciation and diversification.
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Whisky Cask Investment
Whisky Cask Investment firms like WhiskyInvestDirect, Riverside Whisky Partners, and London Cask Traders offer investors the chance to invest in whisky casks.
This niche investment opportunity allows for ownership in aging whisky, which can appreciate in value over time, providing a unique combination of enjoyment and investment potential.
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Yrefy
Yrefy specializes in the refinancing of student loans, offering an innovative solution to borrowers looking to manage their education debt. By investing in Yrefy, individuals can participate in a socially impactful venture that aims to alleviate the financial burden of student loans for many borrowers.
Fenchurch Legal
Fenchurch Legal is a niche investment firm that primarily offers litigation funding.
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Platform One International
Platform One International offers a pioneering approach to retirement planning, providing a global platform that facilitates the management of pension assets across multiple jurisdictions.
Their services are tailored for high-net-worth individuals and those with international lifestyles, offering flexibility in investment choices and currency options.
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RL360
RL360 is one of the leading providers of international financial solutions, with a strong focus on flexible and portable pension plans for expatriates and global citizens.
Their products are designed with the international investor in mind, offering tax-efficient savings and a wide range of investment options.
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Seven Stars Legal
Seven Stars Legal provides portfolio managers, family offices, and trustees with access to litigation finance bonds.
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STM Group
STM Group offers a comprehensive range of financial services and solutions, including retirement planning, trusts, and company management.
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TAM Asset Management
TAM Asset Management delivers bespoke investment management services, focusing on creating tailored portfolios that align with individual retirement goals.
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The Sovereign Group
The Sovereign Group specializes in providing comprehensive financial planning and pension solutions to international businesses, expatriates, and global citizens. Their services range from retirement planning to wealth management.
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Ethex
Ethex is a leading ethical investment platform in the UK, connecting socially conscious investors with socially responsible enterprises.
By offering investments in sectors like renewable energy, social housing, and organic farming, Ethex makes it easier for individuals to invest in projects with a positive social and environmental impact.
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Lendahand
Lendahand is a crowdfunding platform focused on fighting poverty in emerging markets by facilitating investments in small and medium enterprises (SMEs). Lendahand offers a way to make a direct impact through investment, with the potential for financial returns.
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Triodos Bank
Triodos Bank is involved in sustainable banking and investing, financing projects and companies that have a positive impact on society, culture, and the environment. Individuals and businesses can access their products and services.
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Bite Investments
Bite Investments makes alternative investments, like private equity and hedge funds, accessible to a wider audience, including individual investors. By leveraging technology, Bite offers fractional investments in high-quality assets that were previously available only to institutional investors.
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Hapi App
Hapi is a financial app designed to make investing in the stock market simple and accessible for everyone. It offers user-friendly tools and resources, with a focus on long-term financial well-being.
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Percent Investing
Percent is a fintech platform that specializes in offering short-term, fixed-income investment opportunities in the private credit market. It connects investors with alternative lending opportunities, providing access to asset-backed securities that offer competitive returns.
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Webull
Webull is a commission-free trading platform that caters to the needs of novice and experienced investors alike. Webull combines advanced charting features, real-time market data, and extensive educational resources to empower investors to take control of their financial future.
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Concept Group
Concept Group specializes in fiduciary services, pension administration, and structured finance. Their expertise spans across jurisdictions, making them a trusted partner for global financial planning and asset protection.
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Friends Provident International
Friends Provident International offers a wide range of life insurance, savings, investment, and retirement planning solutions to expatriates and global citizens.
With a long history of serving international markets, they focus on delivering flexible and secure financial products that meet the needs of individuals living and working abroad.
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Prudential International Assurance
Prudential International Assurance, part of Prudential plc, provides life insurance and investment products to international markets. They also specialize in wealth management and retirement solutions.
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Sanlam Global
Sanlam Global, a core part of South Africa-based Sanlam Group, offers comprehensive financial solutions including insurance, investments, and wealth management services worldwide.
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Santander International
Santander International offers banking and savings accounts, lending solutions, and wealth management services across key international markets.
They provide personalized service with a focus on the needs of expatriates, international residents, and those seeking cross-border financial solutions.
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St James’s Place
St James’s Place is a UK-based wealth management company offering personalized financial planning and investment management services to individuals, families, and businesses.
St James’s Place partners with a network of experienced advisors to provide bespoke financial solutions.
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Zurich International
Zurich International is part of the Zurich Insurance Group, providing life insurance, critical illness, and investment products to individuals and businesses worldwide.
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Capital International Group
Capital International Group offers a wide range of financial services, including investment management and private wealth solutions. They are known for their global perspective and dedication to client-centric services.
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Evelyn Partners
Evelyn Partners, a UK-based wealth management and professional services group, provides integrated financial planning, investment management, and tax services to individuals, businesses, and trusts.
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Novia Global
Novia Global delivers a platform offering to the international financial advice market, providing access to a wide range of investment products and management tools designed for global investors.
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Morningstar Wealth Platform
The Morningstar Wealth Platform is designed to offer financial advisors comprehensive investment management solutions, including portfolio analysis, research, and reporting tools to enhance client engagement.
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Godwin Capital
Godwin Capital is an investment arm of Godwin Developments, specializing in offering innovative investment opportunities in real estate and other sectors to individual and institutional investors.
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Investors Trust
Investors Trust provides a variety of lump sum products that include alternative investments and capital-protected fixed income portfolios.
Offshore investors can gain access to global markets through the company’s unit-link investing options.
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Custodian Investment
Custodian Investment Plc is a Nigerian investment group offering a wide range of financial services including insurance, pension management, and real estate investments.
Sarwa (Sarwa Dubai)
Sarwa is a Dubai-based financial technology firm that combines automated investment technology with human advisors, aiming to simplify and democratize investing for the Middle East market.
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Guinness Asset Management (Ireland)
Guinness Asset Management is an independent investment management firm offering a range of actively managed equity funds, with a focus on sustainable and renewable energy investments.
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BNP Paribas
BNP Paribas is a global banking and financial services company, offering a wide array of services including corporate and institutional banking, wealth management, and investment solutions.
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Bank of Singapore
The Bank of Singapore serves as the dedicated private banking division of OCBC Bank, specializing in wealth management services for high-net-worth individuals and families in Asia and globally.
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Citibank
Citibank, the consumer division of Citigroup, offers a broad range of financial services, including retail banking, credit cards, mortgages, and investment advice, with a global presence.
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Dubai Islamic Bank
Dubai Islamic Bank is an Islamic bank in the UAE, offering a comprehensive range of Sharia-compliant financial products and services to its customers.
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First Abu Dhabi Bank
As the largest bank in the United Arab Emirates, First Abu Dhabi Bank provides a wide range of banking services for individuals, businesses, and corporations, including investment banking and wealth management.
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Julius Baer Group
Julius Baer Group is a Swiss private banking group, offering personalized wealth management services to clients worldwide, with a focus on providing tailored financial solutions.
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HSBC Private Bank
HSBC Private Bank offers bespoke wealth management, banking, and investment services for high-net-worth individuals, families, and organizations across the globe.
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Emirates NBD Private Bank
Emirates NBD Private Bank provides personalized wealth management solutions, including investment, credit, and banking services, to affluent individuals and families in the Middle East and beyond.
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Arbuthnot Latham
Arbuthnot Latham is a private bank and wealth management company based in the UK, offering bespoke banking, commercial banking, wealth planning, and investment management services.
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Standard Bank Isle of Man
The Standard Bank Isle of Man Limited offers international banking services, focusing on the needs of expatriates and international clients with savings, investment, and wealth management solutions.
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Lombard Odier
Lombard Odier is a Swiss private bank providing wealth and asset management services for private and institutional clients, with a commitment to sustainable investment practices.
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Mashreq Private Bank
Mashreq Private Bank offers exclusive banking and investment solutions to high-net-worth individuals, focusing on personalized service and access to global markets.
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Pictet Private Bank
Pictet is a Geneva-based private bank specializing in wealth and asset management, offering bespoke investment solutions to individuals, families, and institutions worldwide.
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Union Bancaire Privée (UBP)
UBP is a family-owned Swiss private bank offering innovative wealth management and investment solutions to private and institutional clients globally.
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UBS
UBS is one of the world’s leading financial institutions, specializing in wealth management, investment banking, asset management, and retail banking services globally.
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E*TRADE Financial
E*TRADE is an online brokerage and financial services firm, providing investment, trading, and retirement planning services to individual investors.
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iFAST Financial
iFAST Corporation is a fintech company offering a comprehensive range of investment and wealth management solutions through its online platform, catering to investors and financial advisors.
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Veritas Group Investment Platform
The Veritas Group Investment Platform provides access to a wide range of investment opportunities, including stocks, bonds, mutual funds, and alternative investments, all through a user-friendly online interface.
The platform emphasizes personalized investment strategies, robust risk management, and ongoing portfolio monitoring.
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Vontobel Bank
Vontobel Bank is a Swiss financial institution renowned for its expertise in asset management, investment banking, and wealth management services. It caters to both private and institutional clients, offering tailored financial solutions and advisory services to meet diverse investment goals.
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Dominion Capital Strategies
Dominion Capital Strategies is a financial services firm specializing in providing investors with access to a range of fixed income products. The company focuses on creating secure and profitable investment opportunities in various sectors.
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Peregrine & Black
Peregrine & Black is an independent investment management and brokerage firm that offers bespoke financial advice and services to individual and institutional clients. It operates in various financial markets, providing clients with access to equities, bonds, commodities, and forex trading opportunities.
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XHE Capital LLP
XHE Capital LLP is a private equity firm that specializes in investing in and supporting the growth of early stage and emerging companies. XHE Capital focuses on technology-driven businesses and aims to create long-term value for its investors through hands-on management and strategic guidance.
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Ardan International
Ardan International offers a wealth platform service that enables financial advisers and their clients to manage investments efficiently. The platform provides a comprehensive suite of tools for portfolio management, trading, and reporting, designed to cater to the needs of global investors.
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Wealthsimple
Wealthsimple is a leading robo-advisor and financial services company that provides simple, accessible, and affordable investment management solutions. With a focus on user-friendly technology, Wealthsimple offers automated investing, savings, and tax-efficient accounts tailored to individual financial goals.
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LEOcrowdfunding
LEOcrowdfunding is a platform that connects investors with property development and investment opportunities. By leveraging crowdfunding technology, it allows individuals to invest in property projects with relatively small amounts of money.
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Shojin Property Partners
Shojin Property Partners specializes in providing access to institutional-quality real estate investment opportunities to individual investors. The company combines expertise in real estate with innovative technology to offer co-investment and syndicate investment structures.
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Qardus
Qardus is an innovative financial technology company that offers Sharia-compliant financing solutions to small and medium-sized enterprises (SMEs) in the UK. The platform facilitates interest-free business loans through a crowdfunding model, connecting ethical investors with SMEs.
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AxiaFunder
AxiaFunder is a litigation finance platform that connects investors with carefully selected legal cases in need of funding. By investing in litigation, investors have the opportunity to earn returns if the case is successful.
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Hansard Global Plc
Hansard Global is a financial services provider that offers international investors savings, investments, and life assurance options. It has two main subsidiaries, namely: Hansard International and Hansard Worldwide.
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Hansard International
Hansard International specializes in offering life assurance and investment products for international clients and expatriates. The company focuses on creating flexible and tax-efficient solutions tailored to the unique needs of global investors.
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CIBC Investors Edge
CIBC Investors Edge is an online brokerage platform offered by the Canadian Imperial Bank of Commerce. It provides a range of trading and investment options for DIY investors, including stocks, bonds, ETFs, and mutual funds. The platform is designed to offer competitive pricing, research tools, and educational resources to empower individuals to manage their own investments.
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Utmost International
Utmost International is a provider of life insurance and wealth management solutions for international clients. The company offers a wide range of products designed to protect wealth and optimize investment performance.
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Yieldstreet
Yieldstreet provides an alternative investment platform that allows individuals to diversify their portfolios beyond traditional stocks and bonds. The platform offers access to asset classes such as real estate, marine finance, legal finance, and art finance.
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Praemium
Praemium provides wealth management solutions, including portfolio administration, investment platforms, and financial planning tools. The company’s technology-driven approach enables advisors and investors to efficiently manage and grow their investments.
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Raymond James
Raymond James is a diversified financial services company offering comprehensive wealth management, investment banking, and asset management services. Raymond James is known for its experienced financial advisors and commitment to personal and professional integrity.
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WH Ireland
WH Ireland is a financial services company offering private wealth management, financial planning, and corporate broking services. The firm focuses on delivering personalized investment strategies and corporate finance advice.
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Moomoo
Moomoo is an advanced financial trading platform that offers a wide range of investment tools and resources to help investors make informed decisions. The platform features real-time data, powerful analytics, and easy access to global markets.
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Orange River Wealth
Orange River Wealth is a financial advisory firm that provides personalized wealth management and financial planning services. The firm focuses on creating bespoke financial strategies that align with clients’ goals and risk tolerance.
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Bowmoor Capital
Bowmoor Capital is an investment management firm that specializes in offering bespoke investment solutions to high-net-worth individuals, families, and institutions. The firm focuses on creating tailored portfolios that meet specific investment objectives and risk profiles.
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Mariana
Mariana is a global financial services firm offering a range of investment and advisory services. The company specializes in structured products, tax-efficient solutions, and market analysis.
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IDAD
IDAD is a financial services company specializing in the design and management of investment products and solutions.
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Causeway Securities
Causeway Securities is a boutique investment firm that offers a range of financial services, including corporate finance, asset management, and advisory services.
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Alquity
Alquity is an asset management firm that focuses on sustainable and responsible investing. The company invests in emerging markets with a commitment to creating social impact and delivering financial returns.
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Valisa Capital Markets
Valisa Capital Markets is a financial services firm that specializes in capital market transactions, advisory services, and investment management. The firm serves a diverse client base, including corporations, institutions, and high-net-worth individuals.
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PIMCO
PIMCO is a global investment management firm specializing in fixed income securities. The firm is renowned for its expertise in bond markets and its innovative investment strategies.
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Logbook Loans
Logbook Lending Ltd, which does business as Logbook Loans 247, was formed in 2010 to focus in subprime loans. The company has rebranded as Logbook Asset Management.
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Waterford Distillery
Waterford is an Irish distillery formed in 2015, which aims is to create single malt whiskey with homegrown barley.
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Halcyon Retreat
Halcyon Retreat is a luxurious French resort that is a member of Wyndham Hotels and Resorts, the largest hotel chain in the world. Halcyon Retreat offers apartments and suites for acquisition as freehold or co-ownership.
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Nevastar Finance
Nevastar Finance was formed in 2003 as an independent financial investment company. It operates from Geneva, London, and Luxembourg.
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Redhat Capital PLC
London-headquartered Redhat Capital was established on March 7, 2022. The company specializes in risk management and trading commodities, foreign exchange, as well as commercial property.
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Kaeva PLC
Kaeva is an investment management firm established on August 17, 2016 to offer investment opportunities to institutional investors.
The investment vehicle was formed for selling listed securities that are transferable in series through a secured note program.
After becoming a private company on October 2, 2023, the business was renamed Kaeva Ltd.
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ZP Secured Direct Lending PLC
London-based ZP Secured is a lending sector company. It currently offers bonds investments to professional investors.
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Audacia Capital (Ireland) plc
Irish firm Audacia trades publicly and issues multiple series notes. With the assistance of Audacia, companies can set up bond note programs that enable them to get collateral without liquidating shares.
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BodySmart Finance Limited
Jersey-based BodySmart Finance focuses on the issuance of bonds. Currently, the company’s bond offering is in default amid the borrower’s failure to settle its debt.
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Prosperity Wealth
UK real estate development company Prosperity Wealth develops and manages luxury residences in the country. The firm also offers letting and management services.
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Huddle Capital Group Limited
UK lender Huddle Capital provides debt facilities to SMEs in the country. The company formed Huddle Secured Debt Bond Limited, a special purpose vehicle, to offer asset-backed finance.
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TAB London Limited
TAB London, doing business as TAB, offers property financing services. People looking for loans can be connected with individuals interested in real estate investing through the service.
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CemInvest Limited
CemInvest Ltd is headquartered in Leeds, UK, specializing in real estate acquisition and sales, along with fund management services.
The company launched in March 2019 is now undergoing administration.
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Empowered Startups
The startup foundry and incubator Empowered Startups operates on a global scale.
It provides opportunities to gain permanent residency or citizenship in the United States, Portugal, or Canada.
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Halcyon Partners
The firm offers services related to relocation planning, residency permits, real estate investment citizenship, and corporate tax preparation.
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Vida Capital Partners
Vida Capital offers investments in sustainable hotel operating companies. In six years, investors can become eligible for European citizenship and access the Schengen Zone.
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Escher Marwick
Escher Marwick PLC, headquartered in the UK, is a publicly traded financial firm that backs the real estate and renewable energy sectors. The company issues bonds but has defaulted on payments.
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Brompton Funds
Brompton Group-unit Brompton Funds kicked off in 2000 as an investment provider to investors in Canada.
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AngelHub
AngelHub Limited, a regulated platform, facilitates investment in tech startups, fostering collaboration among professional investors to back verified innovative ventures from Series A to unicorn status.
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Linqto
Linqto, a private equity platform, allows accredited and normal investors to buy shares in leading pre-IPO firms, providing easier access to the private market.
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The Single Cask
The Single Cask delivers investment options in whisky casks that allow clients to have an alternative way to diversify their baskets outside of typical asset categories.
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London DE Limited
This jeweler is well-known for their gorgeous jewelry designs, but they also provide items that can gain in value over time, appealing to consumers interested in both aesthetics and long-term investment.
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Yield Investing
UK-domiciled Yield Investing concentrates on high-yield real estate investments and uses government-backed projects to produce completed and occupiable properties.
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Fidelity International
Fidelity International, a UK-based stockbroker arm of Fidelity Investments, caters to novice investors with user-friendly platforms and research tools. The company is overseen by the FCA and manages around US$663 billion in assets.
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WineFi
The platform offers investors access to premium wines appropriate for investment reasons, as well as professional monitoring, extensive evaluation, and the careful selection and management of high-quality wine collections.
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Ninety One
London-based Ninety One is an asset management company formed in 1991 in South Africa. The firm offers access to various investment vehicles, pooled funds, and individual accounts. The firm was formerly called Investec Asset Management.
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TR Property Investment Trust
TR Property is a closed-ended investment trust for commercial real estate investments in the UK and Europe. The firm distributes dividends twice a year. Its shares are traded on the London Stock Exchange.
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Smartcrowd
This real estate investing platform is based in Dubai that was launched in 2017. Investors can invest in various properties in the United Arab Emirates collectively through the platform.
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Altair Renewable Energy Limited
Venture capital company Altair Renewable Energy Limited focuses on renewable energy projects, such as wind and biogas.
The firm has experienced financial difficulties, such as past-due accounts, yet it still sells high-risk loan notes, mostly through platforms targeted at expats.
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Alts.co
This alternative investment provider offers access to digital assets and whisky barrels, among others.
Rolled out in March 2022, the firm’s ALTS 1 Fund has strong historical performance and provides exposure to over a dozen alternative asset classes.
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Fundviews Capital LLC
Asset managers and wealth managers can utilize the company’s full-service, end-to-end fund management service. As a firm that manages investments, its primary concentration is on offering operational support and outsourced fund administration.
Fundviews operates the US Consumer Recovery Fund for consumer loans investment.
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Blue Whale Capital LLP
This investment company based in London was co-founded by Hargreaves Lansdown founder Peter Hargreaves and Stephen Yiu.
Blue Whale offers the Bluewhale Growth Fund, an actively managed fund for global equity investments.
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Belmont Investments
Specializing in hedge funds, managed futures funds, and alternative investments, Belmont was founded in December 2009 and serves private investors.
The Belmont Multi Strategy Fund is accessible for investment in A, B, and C share classes.
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Acorn Property Invest
The company is a division of property developer Acorn Property Group that offers socially and environmentally beneficial investments. Halal investors are either offered quarterly distributions or end-of-term payouts once they invest in a project.
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HJ Collection
The UK-based property developer specializes in turning vacant commercial buildings into residential communities. The company finds a spot for development, closes the deal or refinances it, and then either sells or rents it out.
It also offers a managed property bond portfolio that includes many contractors and developers and offers optimal diversification across multiple properties.
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Omega Minerals plc
Omega Minerals plc, a UK-based firm, specializes in the purchase of Canadian mineral and alluvial gold assets.
Their convertible notes are financial securities that, under certain circumstances, can change from being debt to stock in the issuing business.
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True Potential LLP
Tech and financial services firm True Potential is situated in the UK. The company offers a range of offerings with a focus on investing and personal financial management.
True Potential Portfolios provide exposure to various investment managers in terms of asset classes and geographic regions.
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LGT Wealth Management
This UK investment provider is a subsidiary of international private banking and asset management business LGT Group.
They provide different services, such as wealth planning, private investment office services, and investment management.
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Rudolf Wolff Limited
Rudolf Wolff is an investment manager based in the UK. It offers the Rudolf Wolff Residential Parks Fund as an investment option within the niche market of residential parks.
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UAP Group
It functions as a financial services firm that spans Africa and offers a variety of services, such as securities brokerage, insurance, investment management, and real estate investments.
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Go Asset Finance Ltd.
The financial services provider based in London is part of the Go Group. It offers income bonds and other investment opportunities that offer fixed returns for investors.
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iShares
The company is a bigwig in the exchange-traded funds industry. It is a division of BlackRock formed in 2000.
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