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Helping investors around the globe confidently realize their returns.

The Fintech Global is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 2008, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity and excellence.

Our Purpose

Drawing on over 10 years of experience working with the world’s leading businesses, entrepreneurs, and institutions, we mobilize our people, culture, technologies, and ideas to advance the success of our clients, broaden individual prosperity, and accelerate economic progress for all.Our purpose comes to life through our four core values: Partnership, Client Service, Integrity, and Excellence.

Our Values

We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters teamwork and belonging in the pursuit of professional and personal growth

  • Client Service: We lead with a service mindset, working to earn our clients’ trust and exceed their expectations by understanding and overdelivering on their goals.

  • Integrity:We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of pride in our firm.

  • Excellence: We aspire to nothing less than excellence, striving for exceptional performance and superior results for our clients, our shareholders, and our communities.

    • The Fintech Global Approach

    Finding a trusted source to help you solve complex financial issues can be a challenge for individuals. Our multi-disciplined approach to asset and wealth management consolidates all the expertise and services you need in one financial firm. Every aspect of our approach at Fintech Global reflects our belief that what is best for our clients should always come first. Our investment philosophy is rooted in our conviction that a client is most likely to achieve investment objectives with a customized investment plan that accounts for each unique facet of the client’s situation. We are transparent about our firm’s views and actions; learn more about our approach to key investment topics here. Guided by our founding principles of service, expertise and integrity, we are passionate experts from around the globe who turn ideas into action to help the world’s most successful individuals, families and institutions achieve their goals

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