We are pleased to share that Delegate has been shortlisted for the Family Wealth Report Awards in the category of Best Multi-Family Office (from $2.5 billion to $5 billion AUM/AUA). This year marks the third consecutive year that Delegate has been a finalist and/or winner of the annual Family Wealth Report Awards.
To avoid any conflict of interest and keep commercially sensitive information confidential, a judging panel made up of industry experts from private banks along with trusted advisors and consultants will select the winners of the 2020 Family Wealth Report Awards. Just like in year’s past, these winners will be selected based on independence, integrity and genuine insight, rather than just analyzing quantitative metrics alone.
In response to the firm’s shortlisting, Delegate Chief Executive Officer Andy Hart says, “Our firm is a dedicated and special team that genuinely cares about guiding the families we work with through every step of their financial lives. We are honored that our commitment to our clients is being recognized.”
The winners of the Family Wealth Report Awards will be announced during an awards ceremony in New York, New York on Wednesday, March 18.
Click here for more information about the 2020 Family Wealth Report Awards.
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 truly global focus, ClearView publishes the Family Wealth Report group of news wires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme. With teams based in New York, London, Singapore, Switzerland, South Africa, and Malaysia, the company is one of the fastest-growing media groups serving the financial sector.