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News: swisspartners receives award for Best Wealth Planning Team 2018 - swisspartners – The art of finance

swisspartners receives award for Best Wealth Planning Team 2018

The Advisory + Solutions team of swisspartners was honoured at the WealthBriefing Swiss Awards 2018 for its unique service mix and team spirit.

swisspartners received the prize for the best “Wealth Planning Team 2018” at the WeatlhBriefing Swiss Awards 2018 that were held for the fifth time. Through the WealthBriefing Swiss Awards, the information group “ClearView Financial Media” acknowledges private banking and wealth management companies worldwide for their outstanding performance in the areas of expertise, products, and services. In order to avoid conflicts of interest, two juries are appointed: a group of renowned bankers and financial service providers who assess the management consultants, and a group of advisors who honour the bankers and financial service providers. The annual national and country-specific awards are given to banks and asset managers who have set new standards in the industry.

This year, swisspartners was awarded for the outstanding performance of the Advisory + Solutions team in the Wealth Planning division. The Advisory + Solutions team consists of the partners and employees of the swisspartners Marcuard Heritage AG, the swisspartners Versicherung AG and the swisspartners Wealth Services AG. The award recognizes foremost the unique service mix and team spirit in this area. For instance, Switzerland and Liechtenstein offer a uniquely broad range of services, such as trust and tax services, international trusts and corporate services, international life insurance products, private label funds and fund-of-funds. The good team spirit is a result of the excellent cooperation between all partners and employees across the borders of the legally independent units.

The award proves Markus Wintsch, CEO of swisspartners, that the financial services group is heading into the right direction: “We are pleased about the award. It acknowledges our commitment to providing the best possible service to our customers. In order to achieve that, we combine national and international services to meet the individual needs of our customers and guarantee the best quality. We see the WealthBriefing Award as a proof of the excellent work of our Advisory + Solutions team. We will continue to do everything in our power to achieve the highest quality and customer satisfaction in all areas of our Group.”

 

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