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  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).

Pro-invest (sa)  Provides many different types of insurance.


★★ ★★
Savings and investments advises
Belgium Small - family
 Investments with guaranteed returns or investments linked to an
http://www.profilinvest.be 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
https://www.mazars.com.br/ 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
https://jwharrison.com/ Consultations.
 Also offers insurance.
Synergy financial advisers  Life Insurance solutions.

★★★ ★★
Health & Disability Solutions
Singapore Small medium
 Investment solutions.
https://synergy.com.sg  Excellent feedback from high net worth clients.
 Asset management
 Deposits, shares, bonds, investments and foreign currency
Netto invest denominated investments
 Pension products
http://www.financialplanningsouthafrica.
South Africa Small ★★ ★★  All classes of long-term insurance policies
 Health service benefits
com/
 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,
http://www.fussell.co.za\ companies and organisations of all sizes.

Cr&cie  Exclusively assisting Expats.


★★ ★★
Develop with clients a strategy for investments which include tax-
Germany Small
optimised pension planning and well-diversified investment
https://www.crcie.com/ structures.
 Corporate clients and private clients
Sterling Financial Consultants  Excellent client feedback
United Kingdom Small ★★ ★★★  Investment Portfolio Planning
http://www.sterlingmoney.co.uk/  Retirement Planning
 FSA regulated
 Received many awards.
Plutus Wealth Management  Investment advice
United Kingdom Small/ Medium ★★ ★★  Financial planning with a focus on retirement
https://www.plutuswealth.com/  Mortgage advice
 Tax planning
Assante Wealth Management  Provides wealth management services
Canada Large size ★★ ★★★  In-house accountants, lawyers and estate specialists
https://www.assante.com/  Family-oriented
Claire Mackay  Targets professional or business owner

★★ ★★★
Recently recognised as Financial Planner of the Year (FPOTY) and
Australia Family Small
as Investment Advisor of the Year.
https://www.clairemackay.com.au/  Focus on high net wealth clients.