The judging process is finalised and the winners will be announced on 27 June at an awards ceremony at the Crowne Plaza Rosebank Hotel.
Intellidex’s Top Private Banks & Wealth Managers survey for 2017 closed with a record number of 5,977 clients ranking their service providers in the online survey. This compares with 2,700 clients last year. The results and full report will be published in the Financial Mail Investors Monthly magazine – our new media partner for this project – on 29 June.
The survey examines various aspects of clients’ experiences with their private banks and wealth managers. It provides a wealth of information on evolving client expectations and trends in the industry. The data provide valuable insights onto the wealth market, giving us an opportunity to shed light on many strategic questions the firms ask themselves.
For more on the Top Private Banks & Wealth Managers survey click here