Power Corporation of Canada is a management and holding company that focuses on financial services in North America, Europe and Asia. Its core holdings are insurance, retirement, wealth management and investment management, including a portfolio of alternative investment platforms.
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 13th largest banking institution in the United States with over US$3.3 trillion in client assets. It is the third largest asset manager in the world, behind BlackRock and Vanguard. It had 29.0 million active brokerage accounts, 2.1 million corporate retirement plan participants, 1.5 million banking accounts, and $5.9 trillion in client assets as of October 31, 2020. It was founded in San Francisco, California and is headquartered in Westlake, Texas.
Nomura Holdings, Inc. is a Japanese financial holding company and a principal member of the Nomura Group. It, along with its broker-dealer, banking and other financial services subsidiaries, provides investment, financing and related services to individual, institutional, and government customers on a global basis with an emphasis on securities businesses.
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Wealth management (WM) or wealth management advisory (WMA) provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning and family governance.
LPL Financial Holdings, Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over $1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
Paul Fentener van Vlissingen was a Dutch businessman and philanthropist. Ranked as the richest man in Scotland in 2005, he contributed to the development of game reserves in Africa and bought Letterewe estate in Scotland, where he pledged the right to roam, years ahead of the rest of the country.
BOK Financial Corporation is a bank holding company headquartered in the BOK Tower in Tulsa, Oklahoma. The company is more than 50% owned by George Kaiser, who acquired the bank in 1991 from the FDIC. It is the largest bank in Oklahoma, with 14% of the total deposits in the state. Known for its energy roots, as of March 31, 2021, 14% of its loan portfolio was to borrowers in the petroleum industry.
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and valuations. As of October 29, 2020, Houlihan Lokey employed more than 1,500 employees worldwide.
SHV Holdings is a privately owned Dutch trading company, regarded as one of the world's largest private trading groups. SHV is a highly diversified company, with interests in transport, retail, oil, food and financial services. It currently employs around 60.000 people.
Willis Group Holdings plc was a multinational risk advisor, insurance brokerage and reinsurance brokerage company with its headquarters in the Willis Building in London until its merger of equals with financial services company Towers Watson in 2016. It was the world's third-largest insurance broker when measured by revenues. Willis has around 400 offices in 120 countries and approximately 18,000 employees.
Fentener van Vlissingen is a Dutch patrician dynasty of entrepreneurs.
Frederik Hendrik, or Frits Fentener van Vlissingen was a Dutch businessman and entrepreneur credited with growing SHV into the first Dutch multinational corporation. He is the grandfather of Frits Fentener van Vlissingen, John Fentener van Vlissingen and Paul Fentener van Vlissingen.
African Parks is a non-governmental organization (NGO) focused on conservation, established in 2000 and headquartered in Johannesburg, South Africa. It was founded as the African Parks Management and Finance Company, a private company, then underwent structural changes to become an NGO called African Parks Foundation, and later renamed African Parks Network. The organization manages national parks and protected areas throughout Africa, in collaboration with governments and surrounding communities. African Parks manages 18 protected areas in 11 countries as of August 2020, and employs more than 1,100 rangers. Michael Eustace, Peter Fearnhead, Paul Fentener van Vlissingen, Anthony Hall-Martin, and Mavuso Msimang are credited as co-founders; Fearnhead continues to serve as chief executive officer. Prince Harry was appointed African Parks' president in late 2017.
BCD Travel is a provider of global corporate travel management. The company, headquartered in Utrecht, Netherlands, operates in 109 countries, with US$27.5 billion in total sales 2019 and a combined worldwide workforce of almost 14,900. BCD Travel is part of the BCD Group.
Guggenheim Partners is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
Guosen Securities Company Limited is a Chinese state-owned financial services company headquartered in Shenzhen, China, with more than 70 branches and 11,500 employees nationwide. It has offices in 47 major cities in China including Shenzhen, Beijing, Guangzhou, Foshan, Nanjing, Shanghai, Tianjin and Hong Kong. Guosen Securities provides sales and trading, investment banking, research, asset management, private equity, and other financial services with both institutional and retail clients in China and Hong Kong. It also operates a trading platform called GuoXin TradingStation.
The BCD Group is a privately owned Dutch company focused on travel services and corporate travel management.
Rothschild & Co is a multinational investment bank and financial services company, and the flagship of the Rothschild banking group controlled by the French and British branches of the Rothschild family.
Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $260 billion in assets and more than 1.2 million clients. The company was formed by the 2018 merger of Financial Engines and Edelman Financial Services.
