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19.02.2018 | Risikobereitschaft, Finanzentscheidungen, Finanzberatung



19 February 2018



FinaMetrica has been crowned ‘Best Risk Profiling Solution’ the 5th WealthBriefing Swiss Awards 2018.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
The Risk Profiling Solution category was a strong one but it was our skills in explaining risk and return in a historical context of client risk tolerance that attracted the judges' attention.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.  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.”

About FinaMetrica
FinaMetrica is a wholly-owned subsidiary of PlanPlus Global Inc., a recognized thought leader that has been providing best-of-breed, evidence-based software solutions to advisors and financial institutions for more than 25 years. The FinaMetrica Risk Tolerance Toolkit™, was launched in 1998 after more than four years of development with the assistance of Australia’s University of New South Wales, and is currently maintained with senior academics from the London School of Economics. The Toolkit is the world’s most widely-used ‘best practice’ tool for determining risk tolerance and developing risk profiles, having been used to generate more than one million risk tolerance profiles in over 20 countries. For more information about FinaMetrica please visit

About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in London, Singapore, Switzerland and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.

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