swisspartners, the Swiss financial services firm, was awarded the prize for best “Wealth Planning Team 2018” at the fifth annual WealthBriefing Swiss Awards in 2018. The WealthBriefing Swiss Awards are given by the ClearView Financial Media publishing and business information group to private banking und wealth management firms worldwide for outstanding achievement in the areas of expertise, products, and services. Two separate juries are used, to avoid conflicts of interest: One panel of judges consisting of distinguished bankers and financial service providers issues the awards for financial advisers, and another panel of judges of financial advisers issues the awards for bankers and financial service providers. The annual transregional and country-specific awards are given to banks and asset managers that have set new standards in the field.
This year swisspartners won the award for outstanding Advisory + Solutions Team wealth planning services. The Advisory + Solutions Team is composed of the partners and employees of swisspartners Marcuard Heritage AG, swisspartners Versicherung AG, and swisspartners Wealth Services AG.
The award recognises the Advisory + Solutions Team chiefly for its range of services and teamwork. A uniquely broad assortment of one-stop services are offered in Switzerland and Liechtenstein, e.g., Swiss trusts and taxes, international trusts and corporate services, international life insurance products and private label funds, and umbrella funds. The excellent team effort is achieved by superb teamwork by all partners and employees across the boundaries of legally separate units.
According to Markus Wintsch, CEO of swisspartners, the award shows that our financial services group is on the right track. “We are very pleased at this award. It recognises our efforts to provide our clients with the best possible service. We combine national and international services that will fully meet our clients’ individual needs while ensuring the optimum quality. We view the WealthBriefing Award as proof of our Advisory + Solutions Team’s superlative work. Our Group will continue to strive after excellence and client satisfaction in all areas.”
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