J. Safra Sarasin Holding

Saxo Bank, based in Denmark, is a licensed and regulated financial institution that specializes in online trading and investment across global financial markets. Founded with the vision of democratizing trading, Saxo Bank was among the first to develop an online trading platform. It offers a comprehensive range of services, including multi-asset trading capabilities, fixed income products, and dedicated trading platforms like SaxoTrader and SaxoWebTrader, which enable clients to trade various asset classes from a single margin account. The bank also provides institutional services through its Saxo Markets division, which includes execution, prime brokerage, white label solutions, and liquidity provisions, catering to hedge funds, banks, and corporations. This diverse offering empowers clients to achieve their financial objectives while promoting market efficiency through innovative technology.

MIV Asset Management, headquartered in Zürich, Switzerland, operates as an asset management company. It specializes in offering financial and medical device analyst services, along with portfolio management services to its clients.

Tala is a global financial technology company focused on delivering accessible financial services to underserved populations in emerging markets, including Kenya, the Philippines, Mexico, and India. The company operates a mobile application that provides users with instant access to a range of financial services, such as credit, payments, savings, and transfers, effectively integrating digital and cash economies. Tala employs advanced data science and machine learning techniques to evaluate creditworthiness in real-time, allowing individuals without formal credit histories to receive personalized credit lines. This innovative approach helps bridge the financial inclusion gap for those in need of essential financial resources.

Talcott Resolution Life Insurance Company, established in 1996 and headquartered in Windsor, Connecticut, specializes in providing insurance and investment products, primarily focusing on life insurance and annuities. With over $90 billion in liabilities and surplus, the company serves approximately 900,000 customers, including nearly 600,000 annuity contract holders. Talcott Resolution's business model revolves around the run-off operations of annuity, institutional, and private-placement life insurance businesses, leveraging the depth and breadth of its experienced team's expertise and a legacy of financial stability and prudent risk management.