Separate Account Solutions
Provides open wholesale separate account plattform to financial service institutions.
The Share Option Centre
Offers management of employee share schemes.
Shields and Associates
Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
Sorrento Group
Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
The Swiss Advantage
Provides unbiased information to those seeking offshore investment opportunities.
Tax credits marketplace
Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
Taylor Young Investment Management
Provides investment services for individuals, charities and institutions.
Terry McDaniel and Company
Provides investment counseling and portfolio management services.
UBG Financial Corporation
Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
Ultimus Fund Solutions
Provides management services to small to medium-sized mutual fund groups.
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