Like every year, the Family Wealth Report Awards 2018 created by ClearView Financial Media, look to showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the judges deemed to have ‘demonstrated innovation and excellence during 2017’.
This year finnalists include firms like Forbes Family Trust, BNY Mellon Wealth Management, Citi Private Bank, Aberdeen Asset Management, RBC Wealth Management, Columbia Threadneedle Investments, and Amundi Pioneer, amongst others.
Michael Zeuner from WE Family Offices, which has been shortlisted in three categories, said: “Our focus is always first and foremost on providing independent, genuine advice that puts our clients and their interests first. It’s an honor to be recognized by Family Wealth Report for the ways in which we conduct our business and for the client experience we deliver.”
Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.