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CIO Bulletin
| Company | Management | Description |
|---|---|---|
| PandaConnect | Henrik Wolff-Petersen Director |
PandaConnect is a global, full-scale investment administration solution that serves clients worldwide, managing diverse asset classes, including both bankable and non-bankable investments. PandaConnect ensure continuous system maintenance, data warehousing, data loads, and specialize in IT development and integration. |
| Elite Wealth Management | Alan Powell Founder & Managing Director |
Elite Wealth Management is a firm of independent financial advisers specialising in providing advice on Personal and Corporate Pensions, Mortgages, Equity Release, Investments, Inheritance Tax planning, Corporate, Wealth and Personal Protection. |
| Diligence Wealth Management | Liz Daffner
Founder |
Diligence Wealth Management, LLC was formed in 2010 as a versatile financial planning firm dedicated to providing customized wealth building solutions. |
| Sprung Investment Management Inc. | Michael Sprung Managing Partner |
Sprung Investment Management builds and manages investment portfolios on behalf of clients. Our investment portfolios are custom tailored to individual circumstances. |
| Hermosa Wealth Management | Ken Gillespie Founder & Managing Partner |
Hermosa Wealth Management is a California-based Registered Investment Advisory firm that serves affluent investors, providing wealth management, asset management, financial planning services, and municipal bond investment strategy. |
Banking-and-finance
Artificial-intelligence
Travel-and-hospitality
Environmental-sustainability
Lifestyle-and-fashion
Lifestyle-and-fashion
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