The Wealth Management Firm Is Being Recognized for Best Implementation of a Tech Solution/Best Tech Stack
San Francisco, Calif. – May 6, 2021 – Robertson Stephens Wealth Management (“Robertson Stephens”), a leading wealth management firm servicing high net worth and ultra high net worth individuals and families, has been named the winner of ‘Best Implementation of a Tech Solution/Best Tech Stack’ at the 8th Family Wealth Report Awards.
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. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants and other service providers, has selected winners on the basis of qualitative benchmarks with quantitative metrics to support. Additionally, they highlighted the resilience and remarkable customer care the winning firms have demonstrated during 2020.
Commenting on the firm’s recognition, Vikram Chugh, COO of Robertson Stephens, said: “We are delighted to have been voted the winner of this prestigious award. It is a great honor to be recognized, and a testament to the hard work that our team has put in over the last 12 months. Technology is a driving force behind our firm’s success and we are constantly striving to deliver a preeminent digital solution to our clients and advisors so that they can easily manage their wealth and achieve their goals.”
ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners and commended firms and individuals. He said: “The firms and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were 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 solely on quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize 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.”
Click here to learn more about the 2021 Family Wealth Report Awards.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco (CA); New York (NY); Sun Valley (ID); Holmdel (NJ); Marin County (CA); Austin (TX); Seattle (WA); Denver (CO) and Houston (TX) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. For more information please visit: https://rscapital.com.