The Firm
Our mission is to navigate the breadth of the financial world, to source the best parts from within our financial institutional partners and to come up with the best possible constructed solutions to help clients meet their financial goals.
Oppenheimer & Co.
Multrees
GAM Wealth Management
BNP Paribas
Brown Shipley
Credit Suisse
Edmond De Rothschild
Hedgebay
J. Safra Sarasin
LGT
Lombard Odier
Societe Generale
UBS
Morgan Stanley Investment Management
Natixis
TFS
Goldman Sachs
Leonteq
Anova Partners
CIBC
Toscafund Asset Management