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TechRules: Best Wealth Management Software Solutions Europe 2021

Over the past 20 years, Spanish consultancy and software provider TechRules has been delivering integrated wealth-tech solutions for clients across Europe, USA and Latin America. It first developed portfolio management and analytics tools for financial advisors, with advisory and investment

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MAPFRE AM: Best ESG Asset Manager Spain 2021

The MAPFRE brand is known throughout Iberia and Latin America as one of the top global insurance providers. The group originated in Spain nearly 90 years ago, and its asset management arm — MAPFRE AM — has been maximising profits

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IMT Asset Management AG: Best Asset Allocation Strategy Liechtenstein 2021

Empirical studies show asset allocation accounts for 80 percent of a portfolio’s overall performance, and IMT Asset Management AG (IMTA) follows the science. The Liechtenstein firm focuses on a broad diversification across asset classes in order to design robust portfolios,

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Toledo Capital: Best Wealth Management Services Switzerland 2021

For over a decade, Toledo Capital has helped high-net-worth clients nurture multi-generational wealth by stepping away from short-term speculation and designing diversification strategies for the long game. Toledo’s philosophy is to always find the best solution for its clients. Toledo

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AXA IM: Best ESG Global Asset Manager France 2021

Responsible investing equals better investing: that mantra guides every decision taken at AXA IM’s Paris operations. Investing is about prediction, and incorporating ESG factors into the decision-making process makes it easier to forecast the future. The company excludes businesses which

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Deutsche Oppenheim Family Office: Best Strategic Asset Allocation Team Germany 2021

Deutsche Oppenheim Family Office is a full-service multi-family office and wealth manager whose services cater to the needs of individuals, entrepreneurs, churches, foundations, and institutional investors. The firm specialises in customised generational wealth solutions and offers its clients access to

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Arca Fondi SGR: Best SME Equity Fund Italy 2021

Arca Fondi SGR is the longest-running asset manager in Italy, with one of the country’s largest distribution networks. It offers long-term investment opportunities in the Italian equity market through the Arca Economia Reale Equity Italy fund. The fund has been

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Public Sector Pension Investment Board: Best Sustainable Pension Fund Manager Canada 2021

The Public Sector Pension Investment Board (PSP Investments) is one of Canada’s largest pension investment managers. It manages a diversified global portfolio composed of investments in capital markets, private equity, real estate, infrastructure, natural resources, and credit investments. Established in

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BancSabadell d’Andorra: Best Asset Management Solutions Andorra 2021

BancSabadell d’Andorra (BSA) is a full-service bank that continues to impress with its innovation in asset management and gravitas in governance. It was founded in 2000 by an alliance between Spanish bank Banco Sabadell and a group of local business

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March Asset Management: Best Thematic Funds Management Team Spain 2021

As part of an unlisted, family-owned group, March Asset Management (March AM) is not beholden to shareholder or market pressures, leaving it free to focus on long-term value creation for clients. The firm was founded in 2000 to serve as

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