Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the WealthBriefing awards are designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
Our specialist Wealth Management & Private Banking practice has an outstanding track record of delivery strategic advice, business and people improvement projects for a global range of wealth managers, private banks, boutique firms and family offices, software and service providers and platform providers worldwide.
Gilly Green says:
“These awards recognised international best practice and winning ‘Best Management Consultancy’ is a real testament to the skill and dedication of my fantastic team. We are particularly pleased to win in a category where the emphasis is so strongly on what our clients experience. We’re also delighted that our new and unique suite of governance and Board effectiveness services has been called out in the judges’ citation. As experts in our field, we believe we have a responsibility to work closely with our clients, peers and industry bodies internationally to contribute to the wider development of our industry as a whole. We really are thrilled this combination of client-focus, innovative offerings and purposeful approach have all been recognised.”
Stephen Harris, ClearView Financial Media’s CEO, and Publisher of WealthBriefing adds:
“They are not one of the largest in its category, but our judges particularly noted in their citation that it punches above its weight and has carved out a space around corporate governance. It has also developed a new Board Effectiveness Review Framework for wealth managers – an important area with such focus on governance issues today. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”
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