Editorial
Brand reviews
In-depth editorial reviews of 25 leading firms operating at the intersection of wealth management and digital assets. Every review is structured, long-form, and written by our editorial team.
AURUM GROUP
Geneva, Switzerland · since 2010
Where heritage capital meets modern conviction.
wealth
Obsidian Asset
Hong Kong · since 2009
Sharp edges. Steady hands.
management
PS Wealth
London, United Kingdom · since 2014
Private wealth, engineered for the digital era.
wealth
Mercer Advisor Management
Boston, United States · since 2009
Holistic advisory for modern portfolios.
advisory
CrownBridge
London, United Kingdom · since 2012
Bridging the old and the new.
wealth
Halcyon Asset
Toronto, Canada · since 2011
Calm portfolios. Sharp execution.
management
Sterling Arc
Edinburgh, United Kingdom · since 2012
Wealth measured in decades.
wealth
Summit Quay
Sydney, Australia · since 2012
Wealth that holds its altitude.
wealth
IGW Management
Zurich, Switzerland · since 2012
Institutional rigour. Independent thinking.
management
CW Management
Vienna, Austria · since 2013
Capital preservation, modernised.
management
VTW-Management
Luxembourg City, Luxembourg · since 2014
European structuring with global reach.
management
CP-Group
Madrid, Spain · since 2011
Calm capital in volatile markets.
wealth
LuxBit
Luxembourg City, Luxembourg · since 2019
Digital assets, dressed for institutions.
fintech
Northwind Capital
Stockholm, Sweden · since 2014
Quiet wealth. Loud results.
wealth
Atlas Private
Lisbon, Portugal · since 2013
Boutique scale. Global ambition.
wealth
Veridian Trust
Boston, United States · since 2010
Trust, modernised.
advisory
GCW-Management
Frankfurt, Germany · since 2016
Data first. Conviction second. Noise never.
management
WealthW-Group
Dublin, Ireland · since 2015
Structured for tomorrow's wealth.
wealth
Wealth GAF
Singapore · since 2013
One framework. Every asset class.
management
ADM-Group
Paris, France · since 2015
Active conviction, modern themes.
management
Monarch Bridge
Dubai, United Arab Emirates · since 2016
Bridging MENA capital to global digital markets.
advisory
Ironvale Advisors
New York, United States · since 2015
Education-first wealth advisory.
advisory
Lumenfield Wealth
Berlin, Germany · since 2017
Light, clear wealth management.
fintech
WEALTH-ISA
Edinburgh, United Kingdom · since 2017
Tax-smart wealth, future-aware.
isa
Smart-ISA
Manchester, United Kingdom · since 2018
Modern ISA. Modern returns.
isa