FinaMetrica Wins Risk Profiling Award at WealthBriefing Swiss Awards

FinaMetrica has won the ‘Best Risk Profiling Solution’ award at the 2nd WealthBriefing Swiss Awards. One of just two firm to be shortlisted in the Risk Profiling category, the triumph is yet another milestone in FinaMetrica’s drive to be recognised as the pre-eminent global player in the risk profiling space.


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 2014’.


FinaMetrica co-founder Paul Resnik said: “We are delighted to be recognised on the international stage for our risk profiling solution, FinaMetrica Plus. Being able to accurately measure an investor’s risk tolerance is critical to providing advice that is suitable and in a client’s best interests.


“We have developed our test collaborating with some of the world’s most professional advisers to make sure it is the best available. This award and previous wins recognise FinaMetrica as a global leader in this competitive space,” said Mr Resnik.


FinaMetrica’s risk profiling system has also been short-listed as a finalist in ClearView’s WealthBriefing Awards 2014 for Switzerland & Liechtenstein and its separate European awards. Those awards will be presented on April 3 and May 15, respectively. FinaMetrica has entered its solution in the Risk Profiling Solution categories.


“The judges were impressed by the way FinaMetrica integrates soft information with hard data. The panel were also impressed by our thorough understanding of the challenges faced by banks dealing with risk,” Mr Resnik said.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms 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 quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise 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.”