FinaMetrica - erneut Gewinner des Wealth Briefing Awards

FinaMetrica - erneut Gewinner des Wealth Briefing Awards

PlanPlus has been crowned ‘Best Risk Profiling Solution’ the 7th WealthBriefing Swiss Awards 2020.

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 2019’.

"Our winner was praised for its adventurous approach to risk tolerance profiling.  This encompassed a state-of-the-art tool kit which used a unique methodology to map client risk profiles and appetite. Its psychometric approach also attracted enthusiastic commentary."

 

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.”

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