Campden Wealth

Stonehage Fleming

This multi-family office provides wealth management, fiduciary and advisory services to ultra-high-net-worth families, entrepreneurs and private investors.

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.

Wealth Engine

This company develops a wealth intelligence and prospect research platform for non-profit organisations, luxury brands, and financial services firms.

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.

MAI Capital Management

This firm provides investment management and financial planning services to high-net-worth individuals, families, and professional athletes.

Lighthouse Canton

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

Lido Advisors

This firm provides wealth management and financial planning services to high-net-worth individuals, families, and businesses.