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Incam AG

Incam AG

ncam (short for innovative capital management) is an asset management firm that acts as a middleman between more than 800 financial planning outfits and individual investors in Germany. Incam's revenue comes from commissions from sales of and referrals to funds managed by such firms as Templeton Global Strategic Services, Pioneer Funds Distributor, Nordea Bank, and AllianceBernstein Holding (formerly Alliance Capital Management). Incam also manages a mutual fund partnership, Fonds Spezial Depot, which allows access to funds with minimum purchase prices that individual investors typically cannot meet.

Laird Norton Tyee Trust Company

Laird Norton Tyee Trust Company

Laird Norton Tyee Trust Company (LNTyee) caters to the ultra-wealthy. Laird Norton Tyee Trust company grew out of the private asset management efforts of the Laird and Norton families, northwestern timber-industry pioneers and founders of forest products firms such as General Timber Company and Potlach Lumber. Laird Norton Tyee Trust company (categorized as a multi-family office, or MFO) provides wealth management services, along with such necessities as family governance, financial education, and charitable gift planning. The firm has more than $4 billion in assets under advisement for some 430 clients.

YFM Group

YFM Group

YFM Group was founded in 1982. YFM Group Limited provides equity and loan finance, and business consultancy support for businesses. The company funds expansion capital for high growth businesses, buyouts and buyins, pre-IPO funding, and partial sales. It also operates Business Gurus, a directorship and interim management database, which is used by its investment managers to source and place non-executive directors. The company serves various small and medium sized enterprises, including manufacturing companies in the United Kingdom.

Board of Pensions of the Evangelical Lutheran Church in America

Board of Pensions of the Evangelical Lutheran Church in America

Since 1988 the ELCA has comprised the American Lutheran Church, the Association of Evangelical Lutheran Churches, and the Lutheran Church in America, which together represent almost 11,000 congregations. Although its members are looking forward to a more lasting reward, the ELCA Board of Pensions tries to help them toward a little heaven on earth during their retirement years. The Board of Pensions of The Evangelical Lutheran Church In America (or ELCA Board of Pensions) provides health, retirement, and other benefits and services for some 50,000 pastors, employees, and their families connected to the Evangelical Lutheran Church In America.

Rathbone Brothers Plc

Rathbone Brothers Plc

Rathbone Brothers was founded in 1742 and is headquartered in London, the United Kingdom. Rathbone Brothers Plc, through its subsidiaries, provides investment management services and related professional advice to private individuals, trustees, charities, pension funds, and the professional advisers. It offers discretionary investment management, unit trusts, tax planning, trust and company management, pension advice, and private banking services. The company also provides ethical investment and stock broking advisory services, as well as offers taxation services, such as compliance and planning; probate services; trust services, such as trust formation, administration, accounting, and provision of trustees and protectors; and corporate and family office services. In addition, it offers pension advisory, SIPP administration, financial planning, and offshore fund management services. Rathbone Brothers company has operations in the United Kingdom, Jersey, Switzerland, the British Virgin Islands, and Singapore.

Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc. was founded in 1985 and is based in San Diego, California. Dunham & Associates Investment Counsel, Inc. is an employee owned investment manager. The firm also provides advisory and brokerage services. It provides its services to individuals including high net worth individuals, investment companies, pension and profit sharing plans, and other pooled investment vehicles. The firm manages separate client focuses portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and real estate markets across the globe. It conducts in-house research to make investments.

Investec Limited

Investec Limited

Investec Limited is an international banking group that provides a range of financial products and services. The Company is organized into five business divisions: Private Client Activities, Capital Markets, Investment Banking, Asset Management and Property Activities. In addition, its head office provides certain group-wide integrating functions, such as risk management, information technology, finance, investor relations, marketing, human resources and organizational development. It is also responsible for the Company’s central funding, as well as other activities, such as trade finance.

Crescent Capital NI Limited

Crescent Capital NI Limited

Crescent Capital NI was founded in 1995. Venture capital firm Crescent Capital NI manages two funds totalling about £37 million that invest in companies primarily in Northern Ireland. Clients include businesses in the information technology, manufacturing, and life sciences industries, and typical investments range between £250,000 and £1,500,000. In the past, the company has invested in such companies as drug delivery platform provider Gendel Limited, saw miller Balcas, and Amtec Medical, a medical device company.

Actis Capital LLP

Actis Capital LLP

Actis Capital, LLP was founded in 2004 and is headquartered in London, United Kingdom with additional offices in Africa, China, Latin America, South Asia, Mumbai, India; Singapore, and South East Asia. Actis Capital, LLP is a private equity and venture capital firm specializing in expansion capital, PIPEs, replacement capital, acquisitions, industry consolidation, management buyouts, going private transactions, property development finance, and mezzanine finance investments in emerging and growing companies. The firm primarily seeks to invest in business services, consumer services, financial services, industrials, infrastructure, logistics, and real estate. It also invests in the energy sector through the Actis Energy Fund.

The Options Clearing Corporation

The Options Clearing Corporation

The Options Clearing Corporation was founded in 1973. he Options Clearing Corporation (OCC), the world's largest equity derivatives clearinghouse. The OCC serves some 130 broker-dealers, futures commission merchants, and securities firms in the US and abroad. It is owned by options trading participants NYSE Amex, Chicago Board Options Exchange, International Securities Exchange Holdings, and Nasdaq OMX PHLX. The OCC also manages the Options Industry Council, a not-for-profit organization sponsored by several securities and options exchanges to educate investors and brokers about the options industry.

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