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Trust & Corporate Services: PV March 19 – swisspartners – The art of finance

swisspartners crowned best Wealth Planning Team at the Wealthbriefing Swiss Awards 2019

swisspartners, one of Switzerland’s foremost financial groups was crowned ‘Best Wealth Planning Team’ at the 5th WealthBriefing Swiss Awards on February 7th 2019. This is the second year running that swisspartners wins this prestigious award.

swisspartners partner colleagues receiving the Best Wealth Planning Team Award in Geneva

One of 4 firms to be shortlisted in the Wealth Planning Category category, the triumph is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive space of high net worth families’ advisory and solutions.

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 2018’.

Commenting on the firm’s triumph, Mr. David Sykes, CEO of swisspartners Marcuard Heritage AG said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good.  It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months.  Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as the Best Wealth Planning Team in the space of high net worth families’ advisory and solutions”.

Dr. Christian Rockstroh, advisor of the swisspartners Advisory + Solutions Team said: “The prize shows the importance of independent, integrated services for wealthy families. The swisspartners Advisory + Solutions Team consists of over 25 specialists from a range of financial and advisory services, all working together as dedicated mandate teams for the benefit of swisspartners clients.”

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 the swisspartners Advisory + Solutions Team

(Extract from the submission)

  1. Who is swisspartners?

swisspartners is…

  • one of the largest independent wealth planning and wealth management groups in Switzerland
  • a one-stop-shop: we can take care of all aspects of our clients’ wealth
  • a hands-on company: we do not create problems, we solve them
  • a creative and innovative wealth planning boutique with locations in Zurich, Geneva, Vaduz, Feldkirch/Austria and Cyprus, and working with other jurisdictions such as Singapore, New Zealand, BVI and Cayman Islands
  • a partner-owned business with over 120 people employed.

2. Who is the swisspartners Advisory + Solutions Team?

The swisspartners Advisory + Solutions Team consists of partners from three group companies of the swisspartners group, namely

  • swisspartners Marcuard Heritage Ltd., the International team
  • swisspartners Wealth Services Ltd., the Swiss team, and
  • swisspartners Insurance Ltd, the life insurance team.

swisspartners celebrating the Best Wealth Planning Team Award 2019

The swisspartners Advisory + Solutions Team is dedicated to work together and create more than can be achieved individually – a house of specialists working as one team.

Your contact persons:
David Sykes | CEO
Caroline Bennett-Akkaya | Partner
Christian Rockstroh | Partner

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