Industry recognition for our newest board member

Investment Week recently announced its shortlists for awards and it was great to see that our newest board member, Claire van den Houten, has been shortlisted in two categories in the Investment Week Women in Investment Awards: Team Leader of the Year and Unsung Hero.

Claire has been a valued member of the PortfolioMetrix family since 2016, leading the UK partner relationship team. Before that, she worked on the PRS team with our sister company in South Africa.

Claire’s knowledge and understanding of the challenges that advisers and their teams face fuels her passion for finding solutions and her highly collaborative approach ensures that our partners feel encouraged and supported at all times.

Claire is no stranger to winning awards (her team has won multiple industry awards for client service in recent years) but it’s great to see her skills and knowledge continue to be recognised by her peers.

As well as Claire receiving awards nominations, it’s also great for PortfolioMetrix to secure another shortlisting in the Investment Week Investment Marketing and Innovation Awards, in the Proposition Development (DFM/Wealth management) category.

Naturally, we are very proud of our proposition and continue to invest in it so it’s gratifying to see it being recognised as a ‘stand out’ among our many peers.

We had already been shortlisted this year for Best DFM, Best MPS, Best ESG solution, Best Client Engagement, Best Risk Profiling Service & Best Technology Provider.

I am delighted that this validates the breadth of what we offer to our adviser partners.

If you’d like to learn more about PortfolioMetrix, check out this short video and please feel free to contact us at any time for more information.