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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.
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.

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