Finance Archives

Finance

Baluarte: Best Investment Management Team Portugal 2022

Multi-family office Baluarte provides independent investment advisory to private, corporate and institutional clients across Portugal, Italy and Spain. The firm is led by managing partner Pedro Silveira Assis, a seasoned veteran of the investment industry since 1993. Baluarte partner Miguel

Arca Fondi SGR: Best SME Equity Fund Italy 2022

Arca Fondi SGR is an Italian asset manager with over €36bn in AUM and upwards of 820,000 subscribers. The independent company launched its first funds in 1984 — and that portfolio of assets now exceeds €4bn in value. Arca Fondi

Arca Fondi SGR: Best Emerging Markets Debt Manager Europe 2022

Arca Fondi SGR is one of Italy’s leading asset management companies. The firm has developed a range of value-added savings and investment solutions since its launch 1983. Arca Fondi SGR adheres to the highest standards of professionalism, good governance and

JP Morgan: Best Wealth Planning Services United States 2022

There’s no broad-brush approach to wealth management, which is why JP Morgan experts pay attention to one-on-one relationships, creating bespoke strategies with each customer’s requirements in mind. The New York-based multinational investment bank prides itself on its ability to tailor

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

ACCENTRO Real Estate AG: Best Residential Real Estate Strategy Germany 2022

ACCENTRO Real Estate AG is a specialist of property privatization and residential real estate in Germany. Over the past 20 years, ACCENTRO has sold around 18.000 properties – several thousands of which in Berlin where the company is headquartered. ACCENTRO

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

TGE Polish Power Exchange: Best Sustainable Commodities Exchange Central Europe 2022

Companies worldwide are feeling the pressure to move towards more responsible practices — and that momentum has spurred significant innovation across the energy landscape. TGE (Towarowa Giełda Energii) Polish Power Exchange has been contributing to the modernisation and democratisation of

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

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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.