Leading wealth management industry participant, Pathstone, has joined the growing ranks of the global wealth management industry which recognise the importance of promoting the highest standards of ethical and sustainable behaviors and has been recognized by winning two Wealth for Good Awards bestowed by WealthBriefing.
Pathstone was awarded the ‘Best ESG Portfolio (methodology and performance) – Americas’ and ‘Best NextGen ESG initiative or offering – Americas’ at the Inaugral WealthBriefing Wealth for Good Awards, 2022.
Showcasing the most ethical wealth management businesses globally, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated commitment to the highest standards in relations to clients, colleagues and the wider community during the year’.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes all WealthBriefing awards so prized amongst winners.
The WealthBriefing Wealth for Good Awards are part of a global program run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
Participants around the world recognize that winning awards is particularly important in these challenging times as it gives clients reassurance that their advisors and business partners are upholding the highest standards in the industry as well as in the solidity and sustainability of the winner’s business and operating model.
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my
heartiest congratulations to the winners and to those who have put so much work into each winning submission.
“Responsible, ethical, and sustainable investment outlooks are key to our planet’s future. Diversity and inclusion are key to our societies’ future. Wealth managers have demonstrated that they are an integral element in the transformation we are seeing all around us and these awards are living proof of this.
“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in global wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.”
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Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. For more information, please visit www.pathstone.com.
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 WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate. Click HERE for a full disclosure of the criteria of ranking and other important information.