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DISTINCTIONS
MANAGEMENT CLIENT
NAME & LINK AREAS COVERED SIZE OF COMPANY
TEAM REVIEWS
& SPECIFICITIES
One of the largest retirement asset managers in Hong Kong.
Fidelity Investor Centre Invite clients on a regular basis to seminars where clients can meet
★★★ ★★
Hong Kong &
Large financial experts.
World
https://www.fidelity.com.hk/ Offers a range of investment solutions covering all regions, industrial
sectors and asset classes.
Logic Investments Regulated by the FCA
★★ ★★
Advice across a range of products including Shares and Bonds
United Kingdom Mid-size
Strong focus on asset allocation, stringent risk management and
http://www.logicinvestments.co.uk/ capital preservation.
Anh Thomas Investment Handle both large and small portfolios
Vietnam & World Small-family ★★ ★★★
Take no fees when client lose money
Excellent feedback from clients
https://www.anhthomas.com/
For Private Customers, the Bank provides savings products,
Banco De Investimento Global, Sa brokerage, custody, asset management, general financial services and
★★★ ★★
payments.
Portugal Medium
The Bank is a member of Euronext markets.
https://big.pt/ 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 Handle expatriates, permanent residents and Singapore citizens.
Singapore Small-Medium ★★ ★★★ Inheritance planning
https://chartwell-associates.com/ Focus on tax issues and know how to handle different jurisdictions.
Hph Solutions Investment advice
★★ ★★★
Wealth management
Australia Medium
Retirement planning
https://www.hphsolutions.com.au/ Award-winning financial planning firm in Australia
Maxim Financial Financial Planning
Estate Planning
https://www.maximfinancial.co.nz/
New Zealand Small-Family ★★ ★★★ Lump Sum Investing
Insurance
Member company of Professional Investment Associates
Platinum Financial Planning Financial Life Planning
★★ ★★
Investment Advice & Wealth Management
Republic of Ireland Small-Family
Risk Management
http://www.platinumfinancial.ie/ Targeting business owners, individuals and families.
Investment process designed to deliver an attractive risk-adjusted
Alder Capital Dac return stream across a number of different products.
Republic of Ireland Small-Family ★★ ★★ Regulated by the Central Bank of Ireland.
https://aldercapital.com/ Identify persistent market moves and uses a proprietary approach to
forecasting risk.
Kacius Inheritance advice and management
★★ ★★★
Tax advises
France Small-Family
Life insurance
https://kacius.fr/ Rental real estate
Excellent client feedback
Tanguy Finances More than 40 years experience.
France Small-Medium ★★★ ★ Work with partners, or if the client wishes with his/her own advice
(lawyer, accountant, lawyer, accountant...).
https://www.tanguyfinances.fr/
Alantra Leading independent financial advisor in the global mid-market.
★★★ ★★
Investment Banking
China, Worldwide Mid-Large
Asset Management
https://www.alantra.com/ Wealth Management
Bruellan Sa Leading Swiss boutique investment firm founded in Geneva in 1991
Switzerland Small-Middle ★★ ★★★ Offices in different places in Switzerland.
https://www.bruellan.com Supervised by FINMA since 2008.
Mag Asset Management Sa Member of the GSCGI
★★ ★★★
Financial engineering background
Switzerland Small size
Services are based on a tripartite relationship between the client, a
http://www.mag-am.ch/ custodian bank and a Mag Asset Management SA manager.
Mpm & Partners MPM & Partners (Monaco) is approved in Monaco by the
★★ ★★
Commission de Contrôle des Activités Financières (CCAF)
Monaco Small-family
Member of the Association Monégasque des Activités Financières
http://www.mpm.mc/ (AMAF).
Dr. Kribben Finanzberatungs Ag Insurance (private property insurance and commercial property
★ ★★
insurance)
Germany Small-family
Retirement
https://www.kribben.de/ Real estate advises and management
Steinick Finanz Very good client feedback
Germany Small size ★★ ★★★ Focus on insurance
https://www.privatefinance-berlin.de/ Provide financing
Charltons law
Provides legal services in connection with the structuring, marketing,
★★★ ★★
regulation and operation of private investment funds in a range of
https://www.charltonslaw.com/ Hong Kong & Asia Medium
regions worldwide, including offshore funds and China funds.
Corporate responsibility is an integral part of their business strategy.
Delande et cie
Investment Consulting
Patrimonial Council
https://www.delande.be/ Belgium Medium ★★ ★★★ Expertise for the financial management of legal entities (non-profit
organizations, foundations, private companies or public law
organizations).