The Wealth Management Firm Is Being Recognized for Its Use of Technology
February 4, 2021 – We are pleased to announce that Robertson Stephens has been shortlisted for the 2021 Family Wealth Report Awards in the Implementation of Tech Solution/Best Tech Stack category. The Implementation of Tech Solution/Best Tech Stack category recognizes banks, wealth managers or family offices that have successfully implemented multi-functional change programs to significantly improve client experience and/or organizational performance.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. As in previous years, a panel of judges will determine the winners of each category by examining the independence, integrity and genuine insights of all the finalists. The panel for this year’s awards consists of thirty experts and includes family offices, private banks, trusted advisors, consultants and other service providers and is organized in a manner to ensure no conflicts of interest.
Commenting on being selected as a finalist, Vikram Chugh, COO of Robertson Stephens said: “We are delighted to have been selected by the judges as a finalist for these prestigious awards. We are passionate about constantly upgrading and innovating our technology, making sure our clients and advisors are equipped with the best products and services to be able to achieve their goals.”
Stephen Harris, ClearView Financial Media’s Chief Executive, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists. He said: “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged by an independent panel of judges and finalists are selected 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, and not only 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 family wealth management. I’m delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar.”