Double shortlisting for PortfolioMetrix at 2022 Portfolio Adviser Wealth Partnership Awards

The shortlist for the Portfolio Adviser Wealth Partnership Awards 2022 has been announced and we are pleased to say that we are finalists in two categories!

PortolioMetrix was shortlisted for Client Services Team of the Year and ESG Advocate of the Year.

“The Wealth Partnership Awards are designed to recognise and reward excellence across the UK’s wealth and asset management industry, especially for those firms seen to be going the extra mile for clients”-

The winners will be decided by an independent panel of judges and the results will be announced on 29th November.

Whatever happens, we are extremely proud of this well-deserved recognition for the great work done by Claire van den Houten, Claudia Clark & Jenny Hobbs from our Partner Relations Specialist team, as well as Oliver Jones – our very own Captain ESG, from our Asset Management team.