Clients
Financial Service Experts.
Global Industry Breadth.
Partnership Mentality.
We are privileged to advise some of the world’s leading financial institutions across the globe, leveraging our deep expertise in all areas of financial services. Our work spans a diverse range of private and publicly held institutions.
Our Client experience
Our work with senior management, human resources and corporate boards gives us a unique insight into the issues they face.
Our clients span all sectors of financial services.
Asset Management
- Equities
- Fixed income
- Multi-strategy
- ESG
- ETFs
Wealth Management
- Wealth management
- Endowments
- Foundations
- Single & multi-family office
Illiquid Investments
- Private equity
- Private credit
- Venture capital
- Real estate
- Real assets
- Infrastructure
Alternative Investments
- Single and multi-strategy hedge funds
- Proprietary trading
- Quantitative funds
Banks
- Global banks
- Regional banks
- Boutique investment banks
- Commercial banks
- Consumer banks
Insurance Companies
- Diversified
- Life & annuity
- Property & casualty
- Insurance asset management
- Insurtech
Others
- Private equity and venture capital portfolio companies
- Institutional and retail brokerages
- Cryptocurrency
- FinTech
- Etc.
Who we work with
While we are headquartered in New York City, our clients are both domestic and global financial firms.
- Ranging from start-ups to market capitalizations in the billions
- Assets ranging from less than $1 billion to over $1 trillion
- Boutique / specialized firms vs. Global, multinational companies