Finance Archives

Finance

Private Client Holdings: Best Investment Advisory Team South Africa 2019

Looking after clients’ wealth is a point of pleasure and pride at Private Client Holdings, the South African firm that approaches wealth management from a customer-centric, goal-based perspective. The firm aims to outpace its peers and outperform the markets with

SBM Group: Best Financial Group Indian Ocean Rim 2019

The SBM Group has a firm foothold in Mauritius with a growing regional presence through its operations in Madagascar, India, and Kenya, plus a banking licence to operate in the Seychelles. Founded in 1973, SBM has been expanding its product

Tickmill: Best Forex Execution Broker 2019

Trading is the beating heart of Tickmill, a Forex and CFD (contract for difference) services provider with four decades of experience in financial markets from Asia to North America. The company harnesses innovative technology to deliver top-tier trading services boasting

SBM Securities Ltd: Best Stockbroker Indian Ocean 2019

Globalisation can elevate small countries with the right skill resources and infrastructure to challenge larger world players for more of the market share. The island nation of Mauritius entices foreign companies to establish operations with its favourable tax structure and

Deutsche Oppenheim Family Office: Best Strategic Asset Allocation Team Germany 2019

Navigating the investment market is a strategic endeavour, where advanced, quantitative analysis trumps emotion — and few firms are as skilled at the game as the multi-family office and asset manager Deutsche Oppenheim Family Office. The German firm views the

MetLife Investments Limited: Best Private Placement Team EMEA 2019

MetLife Investments understands the importance of preparation. Investment managers at the London-based firm put in the necessary work to remain at the top of the class, building a reputation for thorough and reliable research. MetLife Investments Limited offers a range

Scottish Friendly: Best Mutual Insurer UK 2019

As a mutual, Scottish Friendly strives to create wealth and provide assurance – for policyholders, rather than shareholders. The Glasgow-based firm has served its members for more than 150 years, delivering reliable returns that are reinvested for stakeholders’ long-term benefit.

KPMG Lower Gulf Limited: Best Financial Advisory Team GCC 2019

Over its nearly five decades of operations, KPMG Lower Gulf Ltd has developed one of the most specialised and capable financial advisory teams in the Gulf Cooperation Council (GCC) countries. KPMG LG’s crack team of financial advisors empowers clients to

XM.com: Best Customer Service Global 2019 and Best Market Research & Education Global 2019

Multi-regulated XM understands the fundamental elements important to all Investors when it comes to online Trading. From blazing fast execution derived from innovation in technology, to a commitment on providing the best customer experience in the industry, XM has definitely

Anand Rathi Private Wealth Management: Best Wealth Manager India 2019

Leading Indian wealth management firm Anand Rathi Wealth Services Limited has been enjoying an exceptionally productive period, achieving unprecedented traction in its target market of the high net-worth individuals (HNIs) segment. In the last six years, the company’s asset under

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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.