TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.
GAM Investments is a global asset management firm serving clients across 14 countries. Founded in 1983, the company provides investment management and wealth management expertise across fixed income, equity, multi-asset, and alternative strategies. GAM Investments also emphasizes responsible investing and research into contemporary investment themes, helping clients assess market volatility and pursue long-term opportunities. As of June 30, 2024, the firm managed CHF 19.0 billion in assets for a diverse client base.
FNZ Group is a global fintech and wealth management company that provides the technology, operations, and infrastructure financial institutions and asset managers need to deliver investment services. Its platform supports more than 650 financial institutions and 12,000 wealth managers, helping them provide personalized investment solutions to over 24 million end customers. With US$1.5 trillion in assets under administration, FNZ Group focuses on making wealth management more efficient and accessible at scale.
