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Bedrock Group: Best Investment Portfolio Manager United Kingdom 2019

The Bedrock Group is the brainchild of three very old friends with years of shared experience in the financial sector. The firm was founded in 2004 with the goal of providing a more holistic approach to investing. Relationships anchored in

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JM Finn: Best Wealth Management Advisory Firm UK 2019

UK wealth management firm JM Finn contradicts the “bigger is better” philosophy; it aims to be the best — not the biggest. JM Finn focuses on structuring and managing portfolios to meet each investor’s needs, and delivering solid long-term performance

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Kandeo Fund LP: Best ESG Private Equity Team – Latin America 2018

As social and environmental responsibility moves from niche to mainstream, companies seeking investors must show more than half-hearted compliance. Businesses that actively contribute to a more sustainable future are motivating millennials to put their money where their morals are. Kandeo

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Deutsche Oppenheim Family Office: Best Strategic Asset Allocation Team Germany 2019

Navigating the investment market is a strategic endeavour, where advanced, quantitative analysis trumps emotion — and few firms are as skilled at the game as the multi-family office and asset manager Deutsche Oppenheim Family Office. The German firm views the

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Anand Rathi Private Wealth Management: Best Wealth Manager India 2019

Leading Indian wealth management firm Anand Rathi Wealth Services Limited has been enjoying an exceptionally productive period, achieving unprecedented traction in its target market of the high net-worth individuals (HNIs) segment. In the last six years, the company’s asset under

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Pictet: Best Thematic Investing Solutions Global

Pictet is one of the most respected names in the world of asset and wealth management with CHF 512 billion AUM (as at September 2018). Founded in Geneva in 1805, Pictet has maintained its principles of succession and in 213

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Natixis: Most Innovative Trade Finance Solutions Africa 2019

Natixis is a French multinational financial services firm specialized in asset & wealth management, corporate & investment banking, insurance and payments. It designs customised solutions to help clients fulfil their ambitions and realise projects worldwide. The company boasts a workforce

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Toledo Capital AG: Best Wealth Management Services Switzerland 2019

At Toledo Capital AG, investment advisors aren’t seduced by short-term investment speculations. They play the long game, with stable diversification strategies for the preservation and transmission of multi-generational wealth. The boutique, multi-family firm was founded in the thriving international finance

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Nordea Asset Management AB: Best ESG Investment Process Europe 2018

With a history of sound corporate governance and active ownership, Nordea Asset Management AB understands that environmental, social and governance (ESG) integration presents a powerful strategy to mitigate risk and create long-term shareholder value. The CFI.co judging panel has followed

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Montpensier Finance: Best Multi-Asset Fund Manager France 2018

Set up in 2004 and today one of France’s leading independent investment managing companies, Montpensier Finance has gained recognition — and acclaim — for bringing together a peerless group of seasoned asset management professionals. The firm has established an enviable

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