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The best Independent Financial Advisors List

         

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

Hong Kong & World

Large

★★★

★★

Invite clients on a regular basis to seminars where clients can meet financial experts.

Offers a range of investment solutions covering all regions, industrial sectors and asset classes.

Logic Investments

       

Regulated by the FCA

United Kingdom

Mid-size

★★

★★

Advice across a range of products including Shares and Bonds

Strong focus on asset allocation, stringent risk management and 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

Banco De Investimento Global, Sa

       

For Private Customers, the Bank provides savings products, brokerage, custody, asset management, general financial services and payments.

Portugal

Medium

★★★

★★

The Bank is a member of Euronext markets.

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

Focus on tax issues and know how to handle different jurisdictions.

Hph Solutions

       

Investment advice

Australia

Medium

★★

★★★

Retirement planning Award-winning financial planning firm in Australia

Maxim Financial

       

Financial Planning

Estate Planning

New Zealand

Small-Family

★★

★★★

Lump Sum Investing

Insurance Member company of Professional Investment Associates

Platinum Financial Planning

       

Financial Life Planning

Republic of Ireland

Small-Family

★★

★★

Investment Advice & Wealth Management

 

Risk Management

       

Targeting business owners, individuals and families.

Alder Capital Dac

       

Investment process designed to deliver an attractive risk-adjusted return stream across a number of different products.

Republic of Ireland

Small-Family

★★

★★

Regulated by the Central Bank of Ireland.

Identify persistent market moves and uses a proprietary approach to forecasting risk.

Kacius

       

Inheritance advice and management

★★

★★★

Tax advises

France

Small-Family

Life insurance

   

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

).

Alantra

       

Leading independent financial advisor in the global mid-market.

China, Worldwide

Mid-Large

★★★

★★

       

Wealth Management

Bruellan Sa

       

Leading Swiss boutique investment firm founded in Geneva in 1991

Switzerland

Small-Middle

★★

★★★

Offices in different places in Switzerland.

Supervised by FINMA since 2008.

Mag Asset Management Sa

       

Member of the GSCGI

Switzerland

Small size

★★

★★★

Financial engineering background

Services are based on a tripartite relationship between the client, a 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)

http://www.mpm.mc/

Monaco

Small-family

★★

★★

Member of the Association Monégasque des Activités Financières (AMAF).

Dr. Kribben Finanzberatungs Ag

       

Insurance (private property insurance and commercial property insurance)

Germany

Small-family

★★

Retirement

Real estate advises and management

Steinick Finanz

       

Very good client feedback

Germany

Small size

★★

★★★

Focus on insurance

Provide financing

Charltons law

         

Hong Kong & Asia

Medium

★★★

★★

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.

Corporate responsibility is an integral part of their business strategy.

Delande et cie

       

Investment Consulting

Patrimonial Council

Belgium

Medium

★★

★★★

Expertise for the financial management of legal entities (non-profit organizations, foundations, private companies or public law organizations).

Pro-invest (sa)

       

Provides many different types of insurance.

Belgium

Small - family

★★

★★

Savings and investments advises

Investments with guaranteed returns or investments linked to an investment fund.

Mazars

       

Has offices in 86 countries and more than 20,000 employees.

Brazil

Large

★★

★★

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.

         

Excellent client feedback.

Jw harrison financial

Focus on US based clients

Canada

Small size

★★★

★★★

Offers Ongoing Financial Management and Stand-Alone Consultations.

Also offers insurance.

Synergy financial advisers

       

Life Insurance solutions.

Singapore

Small medium

★★★

★★

Health & Disability Solutions

 

Investment solutions.

       

Excellent feedback from high net worth clients.

         

Asset management

Netto invest

Deposits, shares, bonds, investments and foreign currency denominated investments

Pension products

South Africa

Small

★★

★★

All classes of long-term insurance policies

Health service benefits

 

Have won the prestigious South African Financial Planner of the Year award twice.

         

Financial planning

Fussell & Associates

Asset management

South Africa

Small medium

★★

★★

Short-term insurance

Clients include private individuals, families, entrepreneurs, companies and organisations of all sizes.

Cr&cie

       

Exclusively assisting Expats.

Germany

Small

★★

★★

         

Corporate clients and private clients

Sterling Financial Consultants

Excellent client feedback

United Kingdom

Small

★★

★★★

Investment Portfolio Planning

Retirement Planning

FSA regulated

         

Received many awards.

Plutus Wealth Management

Investment advice

United Kingdom

Small/ Medium

★★

★★

Financial planning with a focus on retirement

Mortgage advice

Tax planning

Assante Wealth Management

       

Provides wealth management services

Canada

Large size

★★

★★★

In-house accountants, lawyers and estate specialists

Family-oriented

Claire Mackay

       

Targets professional or business owner

Australia

Family Small

★★

★★★

Recently recognised as Financial Planner of the Year (FPOTY) and as Investment Advisor of the Year.

Focus on high net wealth clients.