Oakbrook Solutions, one of the USA’s foremost systems, process, and delivery experts for the wealth management industry has been shortlisted for the 2019 Family Wealth Report Awards in the category of Management Consultancy for the fifth consecutive year, winning the category for the last 3 years.
Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards were designed to recognize companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence’ during 2018.
Commenting on the firm’s shortlisting, Chris Martinez, Managing Director of Oakbrook’s Family Office Practice said: “We are delighted to have been shortlisted for these prestigious awards. Winning this award for the last 3 years and being nominated this year, for the fifth consecutive year, is a great honor and continues to be a testament to the hard work of our team and continued commitment to our clients.”
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 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. 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 20, 2019 at the Mandarin Oriental.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.