Our Clients

Bridging the gap across the globe.
Infovest serves clients on four continents.

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Old Mutual Investment Group

Old Mutual Investment Group’s multi-boutique, high-performance investment environment offers investors access to a comprehensive offering of investment solutions across the risk/return spectrum. Investments range from pure equity, asset allocation, fixed income and index-tracking investments to alternative assets like property, private equity, infrastructure and socially responsible investments (SRI).

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Capita

Capita Asset Services provides financial outsourcing services to a wide range of institutional, corporate, financial, fund and private clients worldwide.

They have a long history providing a broad range of business solutions to their clients – giving them independent, accurate and reliable services.

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Triasima Portfolio Management

Triasima Portfolio Management is a Canadian investment management firm known for its unique Three-Pillar Approach, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions. With a successful performance track record since 1998, the firm serves institutional, sub-advisory, and individual clients.

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Société Générale

Société Générale S.A. is a French multinational banking and financial services company headquartered in Paris. The company is a universal bank and has divisions supporting French networks, global transaction banking, international retail banking, financial services, corporate and investment banking, private banking, asset management and Securities Services.

Société Générale is France’s third largest bank by total assets, sixth largest in Europe or seventeenth by market capitalisation.

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Svenska Handelsbanken AB

Svenska Handelsbanken AB is a Swedish bank providing universal banking services including traditional corporate transactions, investment banking and trading as well as consumer banking including life insurance. Handelsbanken is one of the major banks in Sweden with over 460 branches.

Since the mid 1990s Handelsbanken has been expanding its universal banking operations into the other Nordic countries and also in the UK, the Netherlands, Latvia, Estonia and Lithuania. The largest of these is in Britain where, as of April 2016, it has 207 branches.

Atlantic Fund Services

Atlantic Fund Services

Atlantic Fund Services is an independent, third-party administrator providing comprehensive fund servicing solutions for mutual funds, series trusts, closed-end funds, private funds and bank funds. Atlantic provides fund launch management, legal and regulatory administration, fund accounting and tax recordkeeping, performance reporting, financial reporting, transfer agency, shareholder services, and compliance services. Headquartered in Portland, Maine, Atlantic’s experienced professionals have provided high quality, customized services for over 30 years.

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California Earthquake Authority

California Earthquake Authority (CEA) is one of the world’s largest providers of residential earthquake insurance. It is a publicly managed, privately funded, not-for-profit organization. The CEA encourages California homeowners and renters to reduce their risk of earthquake damage and loss through education, mitigation and insurance policies that help repair and rebuild damaged homes, and replace valuables and personal belongings.

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Momentum Global Investment Management

Momentum Global Investment Management was established in the UK in 1998 as the international asset management arm of the Momentum Group. Momentum Investments includes all the investments-related businesses of MMI Holdings, making it one of South Africa’s largest investment houses. The firm offers a wide spectrum of investment services and solutions to both individual and institutional investors.

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Professionals’ Financial

Professionals’ Financial was founded in 1978 by the Fédération des médecins spécialistes du Québec (FMSQ) with a view to serving the financial needs and interests of all professionals. Created by and for professionals, Professionals’ Financial is fully dedicated to responding to its clients’ wealth management needs, offering innovative and customized solutions, while maintaining the highest standards of competence, integrity and corporate governance.