Finance Archives

Finance

BofA’s Merrill Edge: Excellence in Hybrid Investment Advisory Models US 2025

Bank of America’s Consumer Investments platform has become a leader in hybrid investment advisory services through a scalable model that blends digital innovation with personalised guidance. Its robust platform offers clients the flexibility to invest independently with Merrill Edge Self-Directed,

BSE Ltd: Champions of Capital Market Innovation and Efficiency Asia 2025

Founded over 150 years ago, BSE Ltd has established itself as a cornerstone of India’s capital markets, recently marking its 150th anniversary with record-breaking achievements. The exchange reported revenue of $383m for the financial year ending March 2025, nearly doubling

CORDET: Best Alternative Credit Investor United Kingdom 2025

CORDET provides flexible, long-term financing solutions to mid-market businesses across Northern and Western Europe, with a strong emphasis on sustainable and responsible investment practices. The firm has demonstrated resilience and adaptability in a competitive alternative lending landscape, navigating market fluctuations

Schafer Cullen Capital Management: Innovators in Long-Term Value Equity Strategies USA 2025

Schafer Cullen Capital Management has built a reputation for disciplined, long-term value investing, backed by over five decades of expertise. The firm applies a rigorous valuation-based approach, emphasising price-to-earnings, price-to-book, and dividend yield as core selection criteria. Its strategy is

Monarch Private Capital: Excellence in Tax Equity Impact Investing USA 2025

Monarch Private Capital has solidified its reputation as a leader in tax equity impact investing by managing investments that have generated over $7 billion in tax credits across more than 900 projects since 2005, spanning historic rehabilitation, low-income housing, and

Cube Labs: Champion of Scalable Market-Ready Healthcare Ventures Italy 2025

Cube Labs is redefining the intersection of science and entrepreneurship through its venture-building model, designed to create scalable, market-ready healthcare companies. Founded by a fifth-generation medical doctor, the company transitions cutting-edge academic research into viable businesses, bypassing traditional incubator and

Bedrock Group: Best Investment Portfolio Manager United Kingdom 2025

Marking its 20th anniversary, Bedrock Group has established itself as a leading multifamily office with notable investment portfolio management capabilities. With officesin London, Geneva, and Monaco, Bedrock offers independent, conflict-free advice, ensuring tailored solutions for ultra-high-net-worth individuals and families. Its

Sango Capital: Leader in African Mid-Market Private Equity Africa 2025

Sango Capital is a specialist investment firm dedicated to mid-market private equity opportunities across Africa, with a strong emphasis on long-term value creation and commercial excellence. The firm’s initial vision focused on unlocking value in a space where capital supply-demand

Région Île-de-France: Best Green Bond Thought Leadership Team Global 2025 & Best in Class Bond Issuer Global 2025

Région Île-de-France demonstrates a steadfast commitment to sustainable finance, playing a pioneering and influential role in the issuance of green, social, and sustainable bonds. As France’s wealthiest and most populous region, it integrates sustainability into every facet of its economic

Spectrum Asset Management: Excellence in Preferred Securities Portfolio Management Global 2025

Spectrum Asset Management is a leading institutional manager specialising in preferred and capital securities, with a strong track record of delivering innovative investment solutions. Founded in 1987 and headquartered in the United States, the firm is a wholly owned and

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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.