Boston Private has been shortlisted for the Family Wealth Report Awards in the Fiduciary or Trust Services category.
The awards were designed to recognize companies, teams and individuals that have demonstrated innovation and excellence during 2019 in the global private banking, wealth management and trusted advisor sectors.
ClearView Financial Media’s Chief Executive and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms, saying: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
We are delighted to have been shortlisted for these prestigious awards. Winners will be announced at a gala awards dinner held in New York on March 18, 2020.