First Names Group shortlisted for prestigious WealthBriefing award

25 February 2015

We are delighted to announce we have been shortlisted for independent trust / fiduciary company of the year at the 2015 WealthBriefing European Awards.

The WealthBriefing Awards showcases the leading providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2014’.

Group Commercial Director, Kevin O'Connell, commented:

"We are naturally delighted to have been shortlisted. This recognition is a welcome testament to the success of the philosophy on which we have founded our business and our brand.  We are committed to the success of our clients and our ‘First Names’. The high rate of business referrals from existing clients and intermediary contacts we continue to enjoy is a direct result of both the technical expertise and first class service delivered by our people.”  

ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, 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 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.”

The awards ceremony will be held at The Guildhall, in London on 30 April 2015.

For any enquiries please contact Rachael Horsthuis.