We are pleased to announce that Delegate Advisors has been shortlisted for the Family Wealth Report Awards in the Client Initiative and Best Multi-Family Office Up to and including $2.5 Billion AuM/AuA categories. Core to the nomination for the Client Initiative category was Delegate’s popular Head from Clients series, which highlights common client questions and concerns.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth ReportAwards were designed to recognize companies, teams and individuals that the judges deemed to have “demonstrated innovation and excellence during 2017.”
Last year, Delegate was also nominated and included on the shortlist for two awards from Family Wealth Report: Best Multi-Family Office with Assets Under Management Up To and Including $3 Billion, and Client Initiative for a Multi-Family Office.
The Family Wealth Report Awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focus not on quantitative performance metrics, but on the client experience with an emphasis on independence, integrity and genuine insight.
Commenting on the firm’s shortlisting, Delegate Managing Partner Andy Hart says, “Our relationships with our clients are at the center of what we do, and we share the values that the Family Wealth Report Awards seek to recognize – independence, integrity and genuine insight. So we’re honored to be shortlisted for these awards and are grateful that our commitment to our clients is being recognized.”
Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris, in 2004 to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program.