Asset Management

Fidelity: Best Online Broker Global 2023

  Since its launch in 1946, Fidelity has established a global investment presence spanning four continents. More than 40 million…

2 years ago

Dorchester Wealth Management: Best Asset Allocation Strategy Canada 2022

Dorchester Wealth Management has been helping clients across North America and overseas to maintain and multiply their investments since 1928.…

2 years ago

Toledo Capital: Best Financial Planning Solutions Switzerland 2022

Toledo Capital levers a decade of experience in wealth management and financial planning. The firm caters to high-net-worth individuals, tailoring…

2 years ago

PGM Global Inc: Best Global Portfolio Strategy Team North America 2022

PGM Global brings over 50 years of experience in the securities industry to help clients master international markets. It has…

2 years ago

Nordea Asset Management: Best ESG Team Europe 2022

Nordea Asset Management (NAM) forms part of a group with roots dating back to 1820. As the investment arm of…

2 years ago

Murdoch Asset Management: Best Investment Management Solutions UK 2022

Murdoch Asset Management was one of the first firms to join Independent Wealth Planners UK (IWP), a long-term investor dedicated…

2 years ago

Generali Investments CEE: Best Asset Management Services Czech Republic 2022

Generali Investments CEE is the biggest asset management company in the Czech Republic, with €16bn in AUM and over 120,000…

3 years ago

Copernicus Wealth Management: Best Wealth Management Team Switzerland 2022

Copernicus Wealth Management was established six years ago in Ticino, the southern-most canton and largest Italian-speaking region in Switzerland. The…

3 years ago

Deutsche Oppenheim Family Office: Best Strategic Asset Allocation Team Germany 2022

Deutsche Oppenheim Family Office has grown in strength and scope through a series of successful mergers and acquisitions. It’s the…

3 years ago

Affirmative Investment Management (AIM): Best Social Impact Investment Manager UK 2022

Affirmative Investment Management (AIM), launched in 2014, invests to deliver mainstream financial return and environmental and social impact. AIM is…

3 years ago