If you are looking for the best Worldwide independent financial advisers do not look further than here. We are a team of Finance enthusiasts whose primary goal is to help individual investors to gain the most accurate information about the best Worldwide Financial Advisors. We are independent and objective and we do not receive commissions from any source.
Our methodology:
If you are looking for the best Worldwide independent financial advisers do not look further than here.
https://best-worldwide-financial-advisers.blogspot.com/
We are a team of individuals passionate about Finance with a focus on Wealth Management.
Our goal is to provide a spotlight on some of the best independent financial advisors across the globe.
We did not get in direct contact with any of the companies appearing in our list.
Another way to say it is that we have not accepted any payment from any company appearing in our list.
In order to create our list of the best independent financial advisors, we analyzed more than 500 independent financial advisory firms and only 30 of them made the final list.
We verified all the data and reviewed client’s feedback using review websites and/or by contacting clients when possible.
Let’s be clear, there is absolutely no doubt that some great companies are not included in our list and we are fully aware of this.
However, there is also no doubt that the 30 listed companies are all great ones. We believe that these 30 companies are part of an elite group.
Areas of consideration include but are not limited to:
• Company’s age and experience of advisors.
• Online accessibility
• Industry certifications and qualifications (degrees..) of advisors
• Multilingual skills associated with top client services
We tried our best to present companies in different countries of the World.
Nonetheless, each of these companies has different approaches and different specializations.
Please also note that the list can be updated at any point in time.
The Caisse d’Epargne
The Caisse d’Epargne is a French semi-cooperative banking group, founded in 1818, with around 4700 branches in the country. The group is active in retail and private banking, as well as holding a significant stake in the publicly traded investment bank Natixis.
The Caisse d’Epargne has just come out with an innovation that many financial professionals find strange to say the least. The French bank has been closing many branches and in order to compensate for all these closures and because many people still want to face someone to talk to when it comes to their financial issues, the bank wishes to hire financial advisers. In fact, it turns out that it is difficult for banks to close branches while maintaining local contact with its customers. At the start, this concept will only be tried in three French locations, but the idea is clearly to spread it to the whole country at a later stage.
So what is this strange innovation? Well, La Caisse d’Epargne is going to hire financial advisers but will not pay them! Well, they will be paid but only on a commission basis. In other words, these advisers will only be remunerated when they manage to sell a Caisse d’Epargne financial product to a client.
Logically, most commissioned products will be the most recommended. A shortcoming currently existing for all non-independent financial advisers and the main reason why we have always thought that performance-based financial advisers were the best ones for clients.
You could find our ranking by clicking here.
Artificial intelligence is revolutionizing the world of Financial Advising
We know that artificial intelligence is revolutionizing the world of work. What is less known is that almost all areas will be impacted. If we take the world of insurance for example, today, artificial intelligence makes it possible to extract the important information contained in a file but also to analyse the type of claim involved, and to understand if it is or not covered by the insurance policy. All this is done without the slightest effort and without incurring the slightest cost. Artificial intelligence is also capable of sorting out relevant data, which can then be imported into a complaints database, helping agents to initiate the appropriate complaints process. However, artificial intelligence has limits and in the end, at least for the time being, the final decision is still human. In the world of finance and more specifically with regard to the work of financial advisers, banks and other financial institutions are constantly increasing their investments. Artificial intelligence reduces the tedious work of understanding the context and frees up time for advisors, allowing them to focus on value-added tasks. Artificial intelligence has its limits it is a reality, but it also makes it possible to reduce human errors, to accelerate the speed of responses and thus the satisfaction of the customer. Artificial intelligence is there to assist the advisor in his decision-making by identifying any inaccuracies, the risks of fraud, and by optimizing the relationship between profit, profitability and customer satisfaction. Hedge funds are using AI to beat the stock market, Google is utilizing it to diagnose heart disease more quickly and accurately, and American Express is deploying AI bots to serve its customers online.
Financial advices is so useful for professional athletes
Greg Oden is an American former professional basketball player.
On June 28, 2007, Greg Oden was selected first overall in the 2007 NBA draft by the Portland Trail Blazers.
His basketball career, unfortunately, ended suddenly when the player was only 31 years old. A rather young age for a basketball player especially for the most talented and the most professional of them. He recently returned to school and graduated from the University of Ohio. Why? Because Greg Oden understood everything! His career ended, he understood that there was a way to pursue a career by consulting his professional friends. It looks a lot like the popular American series "Ballers" but this time it is real life and basketball instead of American football.
"I'm not saying that I did terrible things with my money or that I lost everything, but if I had been a little better informed about money, I would probably have made better decisions outside of courses. "
The financial advisory sector for top athletes is currently booming, especially among former NBA players like Tony Parker, who recently got involved in the field.
Pro athletes may receive a large paycheck, but that paycheck is only large for a few years or, at best, a decade or two, depending on what sport they play, their contract terms, how well they perform, and how injuries affect their career. That is why receiving financial advices is so useful for professional athletes. These advices do not necessarily need to come from ex-professional athletes but networking plays a key role in faith between the players and their advisors.
Best independent financial advisors worldwide table
|
NAME & LINK
|
AREAS COVERED
|
SIZE OF COMPANY
|
MANAGEMENT TEAM
|
CLIENT REVIEWS
|
DISTINCTIONS
& SPECIFICITIES
|
|
Fidelity Investor
Centre
|
Hong Kong &
World
|
Large
|
★★★
|
★★
|
v One of the
largest retirement asset managers in Hong Kong.
v Invite clients on
a regular basis to seminars where clients can meet financial experts.
v Offers a range of
investment solutions covering all regions, industrial sectors and asset
classes.
|
|
Logic Investments
|
United Kingdom
|
Mid-size
|
★★
|
★★
|
v Regulated by the
FCA
v Advice across a
range of products including Shares and Bonds
v Strong focus on
asset allocation, stringent risk management and capital preservation.
|
|
Anh Thomas
Investment
|
Vietnam &
World
|
Small-family
|
★★
|
★★★
|
v Handle both large
and small portfolios
v Take no fees when
client lose money
v Excellent
feedback from clients
|
|
Banco De
Investimento Global, Sa
|
Portugal
|
Medium
|
★★★
|
★★
|
v For Private
Customers, the Bank provides savings products, brokerage, custody, asset
management, general financial services and payments.
v The Bank is a
member of Euronext markets.
v Received several
times the Best Bank Award in the Medium or Small Bank category, an initiative
in partnership with D & B and Deloitte.
|
|
Chartwell
Associates Pte Limited
|
Singapore
|
Small-Medium
|
★★
|
★★★
|
v Handle
expatriates, permanent residents and Singapore citizens.
v Inheritance
planning
v
Focus
on tax issues and know how to handle different jurisdictions.
|
|
Hph Solutions
|
Australia
|
Medium
|
★★
|
★★★
|
v Investment advice
v Retirement
planning
Award-winning
financial planning firm in Australia
|
|
Maxim Financial
|
New Zealand
|
Small-Family
|
★★
|
★★★
|
v Financial
Planning
v Estate Planning
v Lump Sum
Investing
v Insurance
Member company of
Professional Investment Associates
|
|
Platinum
Financial Planning
|
Republic of
Ireland
|
Small-Family
|
★★
|
★★
|
v Financial Life
Planning
v Investment Advice
& Wealth Management
v Risk Management
v
Targeting
business owners, individuals and families.
|
|
Alder Capital Dac
|
Republic of
Ireland
|
Small-Family
|
★★
|
★★
|
v Investment
process designed to deliver an attractive risk-adjusted return stream across
a number of different products.
v Regulated by the
Central Bank of Ireland.
v
Identify
persistent market moves and uses a proprietary approach to forecasting risk.
|
|
Kacius
|
France
|
Small-Family
|
★★
|
★★★
|
v Inheritance
advice and management
v Tax advises
v Life insurance
v Rental real
estate
v
Excellent
client feedback
|
|
Tanguy Finances
|
France
|
Small-Medium
|
★★★
|
★
|
v More than 40
years experience.
v
Work
with partners, or if the client wishes with his/her own advice (lawyer,
accountant, lawyer, accountant...).
|
|
Alantra
|
China, Worldwide
|
Mid-Large
|
★★★
|
★★
|
v Leading independent
financial advisor in the global mid-market.
v
Wealth
Management
|
|
Bruellan Sa
|
Switzerland
|
Small-Middle
|
★★
|
★★★
|
v Leading Swiss
boutique investment firm founded in Geneva in 1991
v Offices in
different places in Switzerland.
v
Supervised
by FINMA since 2008.
|
|
Mag Asset
Management Sa
|
Switzerland
|
Small size
|
★★
|
★★★
|
v Member of the
GSCGI
v Financial
engineering background
v
Services
are based on a tripartite relationship between the client, a custodian bank
and a Mag Asset Management SA manager.
|
|
Mpm & Partners
http://www.mpm.mc/
|
Monaco
|
Small-family
|
★★
|
★★
|
v MPM &
Partners (Monaco) is approved in Monaco by the Commission de Contrôle des
Activités Financières (CCAF)
v Member of the
Association Monégasque des Activités Financières (AMAF).
|
|
Dr. Kribben
Finanzberatungs Ag
|
Germany
|
Small-family
|
★
|
★★
|
v Insurance
(private property insurance and commercial property insurance)
v Retirement
v
Real
estate advises and management
|
|
Steinick Finanz
|
Germany
|
Small size
|
★★
|
★★★
|
v Very good client
feedback
v Focus on
insurance
v
Provide
financing
|
|
Charltons law
|
Hong Kong &
Asia
|
Medium
|
★★★
|
★★
|
v Provides legal
services in connection with the structuring, marketing, regulation and
operation of private investment funds in a range of regions worldwide,
including offshore funds and China funds.
v
Corporate
responsibility is an integral part of their business strategy.
|
|
Delande et cie
|
Belgium
|
Medium
|
★★
|
★★★
|
v Investment
Consulting
v Patrimonial
Council
v
Expertise
for the financial management of legal entities (non-profit organizations,
foundations, private companies or public law organizations).
|
|
Pro-invest
(sa)
|
Belgium
|
Small - family
|
★★
|
★★
|
v Provides many
different types of insurance.
v Savings and
investments advises
v
Investments
with guaranteed returns or investments linked to an investment fund.
|
|
Mazars
|
Brazil
|
Large
|
★★
|
★★
|
v Has offices in 86
countries and more than 20,000 employees.
v
Team
of professionals with international profiles and global and local expertise
in mergers and acquisitions, transactional context assessments and
litigation, construction and review of financial modelling.
|
|
Jw harrison
financial
|
Canada
|
Small size
|
★★★
|
★★★
|
v Excellent client
feedback.
v Focus on US based
clients
v Offers Ongoing
Financial Management and Stand-Alone Consultations.
v
Also
offers insurance.
|
|
Synergy financial
advisers
|
Singapore
|
Small medium
|
★★★
|
★★
|
v Life Insurance
solutions.
v Health &
Disability Solutions
v Investment
solutions.
v
Excellent
feedback from high net worth clients.
|
|
Netto invest
|
South Africa
|
Small
|
★★
|
★★
|
v Asset management
v Deposits, shares,
bonds, investments and foreign currency denominated investments
v Pension products
v All classes of
long-term insurance policies
v Health service
benefits
v
Have
won the prestigious South African Financial Planner of the Year
award twice.
|
|
Fussell &
Associates
|
South Africa
|
Small medium
|
★★
|
★★
|
v Financial
planning
v Asset management
v Short-term
insurance
v Clients include
private individuals, families, entrepreneurs, companies and organisations of
all sizes.
|
|
Cr&cie
|
Germany
|
Small
|
★★
|
★★
|
v Exclusively assisting
Expats.
v
Develop
with clients a strategy for investments which
include tax-optimised pension planning and well-diversified investment structures.
|
|
Sterling Financial
Consultants
|
United Kingdom
|
Small
|
★★
|
★★★
|
v Corporate clients
and private clients
v Excellent client
feedback
v Investment
Portfolio Planning
v Retirement
Planning
v
FSA
regulated
|
|
Plutus Wealth
Management
|
United Kingdom
|
Small/ Medium
|
★★
|
★★
|
v Received many
awards.
v Investment advice
v Financial
planning with a focus on retirement
v Mortgage advice
v
Tax
planning
|
|
Assante Wealth
Management
|
Canada
|
Large size
|
★★
|
★★★
|
v Provides wealth
management services
v In-house
accountants, lawyers and estate specialists
v
Family-oriented
|
|
Claire Mackay
|
Australia
|
Family Small
|
★★
|
★★★
|
v Targets professional
or business owner
v Recently
recognised as Financial Planner of the Year (FPOTY) and as Investment Advisor
of the Year.
v
Focus
on high net wealth clients.
|