Wealth Managers & Family Offices
Independent wealth managers, multi-family offices and advisers to private capital.
7 firms listed
- 01
Albin Kistler
Independent Zurich wealth manager serving private clients, pension funds and companies, with further offices in Chur and Lucerne.
- 02
Athlos Capital
Independent Cypriot investment firm providing discretionary portfolio management, advice, execution and custody to wealthy individuals, family offices and pension funds, with a separate institutional arm.
Licensed: CySEC 348/17
- 03
Bessemer Trust
Privately owned multi-family office in New York, serving clients since 1907, that combines investment management, wealth planning and family office services for wealthy families across 22 offices.
- 04
Granfeld Wealth Management
Independent Nicosia wealth manager offering discretionary portfolio management, investment advice, wealth planning and family office support to private clients and their families.
Licensed: CySEC 260/14
- 05
Leon MFO Investments
Limassol multi-family office authorised as an alternative investment fund manager, running discretionary portfolios and in-house funds for wealthy families and retirement schemes.
Licensed: CySEC (AIFM) AIFM37/56/2013
- 06
Monaco Asset Management
Independent asset manager set up in Monaco in 1999, managing portfolios and private equity and property investments for ultra-wealthy individuals, family offices and institutions.
Licensed: CCAF (Monaco) 99-03
- 07
Rathbones
London wealth manager with roots going back to 1742, offering investment management, financial planning, and tax and trust services to private clients, with sustainable investing through Greenbank.
Listings are written by our editors from public sources, which are kept with each entry. A Preferred Partner position is paid; it never buys any say over what we write about a firm.