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Copernicus Wealth Management: Best Wealth Management Team Switzerland 2023

  Investors trust Copernicus Wealth Management to make the most of challenging market conditions. The independent financial group is regulated and licensed by the Swiss Financial Market Supervisory Authority. It aspires to become a benchmark financial partner for family office,

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Sanlam Investments: Best Alternative Fund Investment Team Africa 2023

Sanlam Investments, the largest black-owned asset manager in South Africa, strives to accelerate sustainable development in its own backyard and beyond. The team follows an impact investing strategy that’s closely aligned with the UN’s SDGs. Sanlam targets impact investments in

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Bedrock Group: Best Investment Portfolio Manager UK 2023

Since its launch in 2004, the UK’s Bedrock Group has prioritised growing client assets over beating benchmarks. The fact that the firm consistently achieves both is a testament to the expertise of its partners and the rigorous due diligence of

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La Trobe Financial: Best Investment Management Team Australia 2023

La Trobe Financial, one of the preeminent alternative asset managers in Australia, pursues an investment strategy rooted in the three golden rules of simplicity, diversification and patience. The firm’s positive financial performance and positive corporate culture attracted the attention of

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3J Capital Partners: Best Global Asset Allocation Strategy Brazil 2023

3J Capital Partners serves institutional and private clients around the world, personalising services to fit varying risk profiles and growth objectives. The investment advisor is regulated by the US Securities and Exchange Commission and forms part of a group with

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Fortem Capital: Best Alternative Growth Fund Manager Europe 2022

Since its launch in 2016, Fortem Capital has sought to create an environment of excellence, where young, talented and commercially-driven professionals are given the room and support to grow. All team members pull towards the common goal of redefining the

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KBC Asset Management NV: Best Asset Management Team Belgium 2023

  KBC is a banking and insurance group with headquarters in Belgium and core operations in Central and Eastern Europe. KBC Asset Management forms an integral part of the group, shepherding the group’s investments and helping clients to grow and

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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 people trust the Boston-headquartered company to help them achieve their financial goals. As of December 2022, Fidelity had $10.3tn worth

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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. Dorchester’s 10-person investment management team levers over 300 years of cumulative experience to create customised solutions that contribute towards clients’

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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 solutions to cover their needs & long-term financial objectives. It is one of the few multi-family offices fully regulated by

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