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WDX SHORTLISTED FOR 4 CATEGORIES FOR THE FAMILY WEALTH REPORT AWARDS 2018 IN NEW YORK

Wealth Dynamix (WDX), one of the USA’s foremost client management solution providers has been shortlisted for the Family Wealth Report Awards.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards are designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.

Commenting on the firm’s shortlisting, Mr Linieres, CEO, Wealth Dynamix said: “We are delighted to have been shortlisted in 4 categories for these prestigious awards.  It is a great honour to be recognised in the shortlist and this is testament to the hard work that the team have put in over the last 12 months.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms.  He said: “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.”

 

Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.