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.
|
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