Vanguard

Our name reflects our steadfast commitment to enhancing the financial well-being of individuals and their families, businesses and their employees and nonprofit organizations through objective advice and oversight. As part of this commitment, we have brought together a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants and attorneys – dedicated to helping clients achieve their short- and long-term goals. We continually seek strategic opportunities to expand the breadth and depth of our firm to meet the evolving needs of our clients and to provide diverse perspectives and insights.

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take.

It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

Fidante Partners forms long-term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, we’re able to provide investors with some of the world’s most compelling investment strategies. We are a global investment management business with approximately $110 billion in assets (as at 30 June 2021) and form part of the Challenger Limited Group, an ASX-listed investment management firm. Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.

The Genferberg Group is a pinnacle of excellence in Switzerland's financial landscape, distinguishing itself as a leading provider of private equity and venture capital services. Renowned for our deep-rooted expertise and unwavering commitment, we cater to a sophisticated clientele, including qualified private and institutional investors seeking bespoke investment solutions. Our reputation is built on a foundation of strategic foresight and a relentless pursuit of innovation, managing a diverse and highly innovative portfolio of ventures across various sectors.

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States. Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.