Finance Archives

Finance

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

JP Morgan Chase Payments: Best Payment Digital Transformation Strategy Global 2023

JP Morgan Chase & Company can trace its roots back to the combination of more than 1,200 predecessor institutions over the past 224 years. JP Morgan Chase Payments is a vital part of the group’s global network, processing $9.6tn in

Sequoia Investment Management Company: Best ESG Infrastructure Investment Strategy Global 2022

Sequoia Investment Management Company strives to deliver competitive risk-adjusted returns for investors while pursuing ambitious ESG objectives. The company was founded in 2009 and listed the Sequoia Economic Infrastructure Income Fund (SEQI) — the largest FTSE 250 debt fund at

Worthwhile Capital Partners: Best ESG Specialist Fund Solutions Europe 2022

As suggested by the name, Worthwhile Capital Partners only pursues investments that deliver worthwhile impact, and the firm rejects opportunities that do not align with its ethos. The firm believes in the transformational power which connects institutional capital with sustainable

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

C-Quadrat Investment Group: Outstanding Contribution to Social Improvement Global 2022

Over the past three decades, C-Quadrat (CQ) Investment Group has earned a pioneering reputation for its quantitative asset management and ESG-driven investments. The group has also begun to make a name for itself as a conscientious manager of pension funds

Pollen Street Capital: Best Responsible Alternative Investment Team UK 2023

Founded in 2013, Pollen Street Capital is a progressive entrepreneurial partner leading a transformation in financial and business services. Pollen Street is a purpose-led alternative asset manager that has embedded ESG data as a strategic source for impact propositions. The

Argumento: Best Multimarket Fund Investment Strategy Brazil 2022

Since its launch in 1999, Argumento has followed a mandate of helping clients make better use of their resources. What started as a small family office has evolved in investment scope and team capacity. The Brazilian firm launched its first

FWU Group: Best Long-Term Savings Solutions Europe 2022

The customer-centric focus of FWU Group is underscored in its name: Forward You. Since its launch in 1983, the life insurer has operated according to the values of a family-run company and fuelled development with progressive agility. It’s a tech-enabled

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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.