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FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the at the 5th WealthBriefing Swiss Awards 2018.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
The Risk Profiling Solution category was a strong one but it was our skills in explaining risk and return in a historical context of client risk tolerance that attracted the judges' attention.
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