Asset Management Archives

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

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’

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

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 established a homebase in North America, with headquarters in Montreal and an office in New York, but its reach and

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 Nordea Group, NAM integrates ESG commitments throughout the decision-making process to deliver returns with responsibility. Sustainability ranks high among Nordic

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 to building and providing scale to Britain’s independent financial advisory (IFA) firms. Murdoch celebrated its 30-year anniversary shortly after the

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 clients. The company has been contributing to the development of the market over the past three decades and forms part

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 group headquarters are located in Lugano, the third-largest financial centre in Switzerland. The group aims to position itself within the

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 largest family office in Germany and the asset management arm of the country’s largest lender, Deutsche Bank. The firm benefits

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 a dedicated impact fixed income specialist. The verification review is considered a critical first step in AIM’s investment process. All

1 2 3 4 5 6 … 18

About CFI.co Awards Programme

Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. Reporting from frontlines of economic convergence, CFI.co realises that best practice is to be found throughout the world and the Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance.