We are delighted to announce that we have been awarded two titles at International Adviser’s Best Practice Adviser Awards 2022. Not only have we retained our Excellence in Investment Planning (UK) title for the second year running, but we have also won the accolade of Best ESG Initiative.
Now in its sixth year, the Best Practice Adviser Awards celebrate those firms across the globe who are dedicated to embedding best practice into every area of their business.
Excellence in Investment Planning (UK)
The judges were impressed by our detailed reporting, as well as our great client offering which is backed up by good risk profiling.
They also drew attention to our ESG offering, which ensures that our clients are up to date with and aware of sustainable funds in the market.
Best ESG Initiative
The judges said that Partners Wealth Management truly ‘gets’ ESG and the need to educate clients before they make a commitment. They recognised that ESG offerings for retail clients are growing ever more complex, meaning that they need expert help – something that we have discussed extensively.
Our PWM Green Matrix was held up as an excellent example of investigating portfolios for how ESG they really are, enabling us to put our clients’ best interests first.
Nathan Prior, Head of PWM International, commented: “We are extremely proud of our investment approach, which combines market leading research with bespoke and personalised risk profiling and implementation. Our investment independence allows us to sit on the same side of the table as our clients, and implement strategies whether they are onshore, offshore, sustainable or multi-currency.”
Richard Atherton, our Head of Sustainable Investing, added: “We have been leading the conversation with our clients on sustainable investing, to understand their thoughts on green investment, and their aspirations for our planet and future generations.Our PWM Green Matrix ensures that our clients have the education they need to make informed decisions, and the peace of mind that their investments are truly supporting ESG initiatives. We are delighted that our efforts have been recognised and rewarded by International Adviser.”
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