vestr was awarded ‘Portfolio Management Solution- External Supplier’ at the Second Annual WealthBriefing Swiss EAM Awards 2022.

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Leading wealth management industry participant, vestr, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.

Showcasing ‘best of breed’ in the Swiss region, 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 innovation and excellence during the last 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 WealthBriefing awards so prized amongst winners.

The WealthBriefing Swiss Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

Commenting on the firm’s triumph, Rico Blaser, Co-Founder and CEO of vestr, said: “We are excited to be recognised for our efforts to make portfolio management even more efficient in active investment management. Hundreds of portfolio managers trust our platform to manage billions in client assets, and we are proud to enable their work with an elegant and secure solution.”

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ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “I would like to extend my heartiest congratulations to all the winners and to those who have put so much work into each winning submission. vestr showcases an outstanding platform for modern portfolio managers of active investment products.

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“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 Swiss wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Swiss wealth management.”

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About ClearView Financial Media Ltd. (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris, in 2004 to provide s 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.

Download the full Acclaim Publication here and read the interview with our Co-Founder and CEO Rico Blaser (p. 37).

For further enquiries about vestr and our end-to-end web-based platform, feel free to reach out. Get in touch and schedule a call here.

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