Stonehage Fleming

Fidelis Capital

This company provides a wealth management platform and outsourced family office services for ultra-high-net-worth families, institutions and private banking clients.

Campden Wealth

This company provides networking, education, and research services to ultra-high-net-worth families and their family offices.

Saranac Partners

This firm provides investment advice, capital deployment and financing services to ultra-high-net-worth individuals, families and business owners.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Fairstone Group

This firm provides financial planning, investment management and estate planning services to private and corporate clients across the United Kingdom.

Lighthouse Canton

This global investment institution provides wealth and asset management services to accredited private clients, institutional investors, and founder ecosystems.

Amber River

This company provides independent financial planning and wealth management services to individuals, families, and business owners across the United Kingdom.

Mercer Advisors

This firm provides wealth management and financial planning services to individual families and institutional clients, including companies, endowments and foundations.