Who Are We
Who Are We
- About Us
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- At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Get Started
- Sustainable Investing
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- FX Expertise people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to FX Expertise for sales, trading and market-making services.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  FX Expertise at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- FX Expertise helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Core Values
- Locations
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at FX Expertise is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  FX Expertise leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, FX Expertise has been committed to clients and communities for 87 years.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that FX Expertise maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  FX Expertise is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At FX Expertise, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—FX Expertise employees.
- Since our founding in 1935, FX Expertise has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, FX Expertise is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Why Us
Why Us
- For 87 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why FX Expertise
  
  At FX Expertise, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 87 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 87 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At FX Expertise, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 87 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 87 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- F.A.Q
  - Opportunities
  - Frequently Asked Questions
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career atFX Expertise means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at FX Expertise.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At FX Expertise, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at FX Expertise.
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EXPLORE MORE

What We Do

At FX Expertise, clients come first. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals.Explore FX Expertise

We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

Wealth Management

What Should I Do With My Money? Podcast

We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.

Investment Banking & Capital Markets

Investment Banking

Tech Industry Balances Efficiency and AI Opportunities

Global institutions, leading hedge funds and industry innovators turn to FX Expertise for sales, trading and market-making services.

Sales & Trading

Sales and Trading

Connecting Female Hedge Fund Managers to Capital

We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.

Research

Why Strong Brands Can Weather Uncertain Times

We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

Investment Management

We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

FX Expertiseat Work

FX Expertise at Work

Introducing the New “Invested at Work” Podcast

We offer sustainable investment products, foster innovative solutions and provide actionable insights across sustainability issues.

Sustainable Investing

Institute for Sustainable Investing

Sustainable Funds Performance and Demand

From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.

Inclusive Ventures Group

Equity in VC Funding: New Data

Recent Insights

At FX Expertise, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

See All Insights

Where the Carbon Offset Market Is Poised to Surge

Why Growth Is the Key to the Next Bull Market

Why Investors Should Brace for ‘Stagflation’

How to Rethink Your Portfolio for Long-Term Inflation

Research Where the Carbon Offset Market Is Poised to Surge Decarbonization strategies are driving a rapidly evolving market for offsets. Where are the opportunities?

Research Why Growth Is the Key to the Next Bull Market Too many investors are hoping that a weak economy—and the potential for Fed rate cuts—will spur a bull market for stocks. Here’s why they are likely wrong.

Research Building a Greener Future in Europe As Europe retrofits buildings in the race to achieve net zero by 2050, manufacturers of eco-friendly materials and supplies stand to gain.

Wealth Management Why U.S. Stocks Remain Vulnerable Strains in commercial real estate and other assets may be raising the risk for equities.

Wealth Management Why Investors Should Brace for ‘Stagflation’ Turmoil in the banking system increases the odds of recession, higher unemployment and untamed inflation. Here’s how to prepare.

Wealth Management How to Rethink Your Portfolio for Long-Term Inflation If rising inflation becomes the norm for years to come, how can investors prepare?

Research Where the Carbon Offset Market Is Poised to Surge

Research Why Growth Is the Key to the Next Bull Market

Research Building a Greener Future in Europe

Wealth Management Why U.S. Stocks Remain Vulnerable

Wealth Management Why Investors Should Brace for ‘Stagflation’

Wealth Management How to Rethink Your Portfolio for Long-Term Inflation

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deposits/withdrawals

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Ready to innovate and make an impact every day? FX Expertise offers unparalleled opportunities, a commitment to inclusion and a supportive environment in which our people can develop to reach their full potential.

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Helping an AIDS Advocacy Group

Diversity

The JumpStart Program Kicks Into High Gear

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One of the questions I asked myself was: ‘Is this a place where I can show up as myself and be successful? Be able to leverage the tools and talents that I have?’ And my answer was, ‘Yes.’