IQ-EQ Switzerland has been crowned ‘Best Wealth Planning Team’ in the eighth annual WealthBriefing Swiss Awards.
The awards seek to showcase best-of-breed providers in Switzerland that operate within the global private banking, wealth management and advisory spheres; those which have demonstrated innovation and excellence over the past year. CEO of ClearView Financial Media, publisher of WealthBriefing, commented: “These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.”
Commenting on IQ-EQ’s win specifically, WealthBriefing’s prestigious panel of judges said: “IQ-EQ has an impressive bench of capabilities and evidence of turning that into business results. The establishment of family office solutions working across jurisdictions internally and externally is a rarity in the trust industry."
IQ-EQ’s wealth planning team in Switzerland provides tailored and agile support throughout the wealth planning lifecycle and believes that wealth planning is not a one-time exercise but an ongoing process requiring attention and diligence to stay ahead of evolving client needs, market trends and regulatory requirements. The strength of this approach is reflected in the feedback received through our global 2020 client listening programme, with 100% of IQ-EQ Switzerland clients interviewed saying they would recommend IQ-EQ to others.
Receiving the award on behalf of IQ-EQ Switzerland were local Managing Director, Serge Richard, and Deputy Managing Director, Freddy Meyer. Watch our official WealthBriefing winner’s video below to see what Serge and Freddy had to say about the win!