Leading wealth management industry participant Arnerich Massena has joined the growing ranks of the global wealth management industry in recognizing the importance of promoting the highest standards of ethical and sustainable practices, and has been recognized by winning in two categories of the Wealth for Good Awards by WealthBriefing.
Showcasing the most ethical wealth management businesses globally, the awards are designed to recognize outstanding organizations grouped by specialties and geography and which a prestigious panel of independent judges deem to have ‘demonstrated commitment to the highest standards in relation to clients, colleagues, and the wider community during the year.’
Each of the Wealth for Good Award categories is highly competitive and subject to a rigorous process before the ultimate winner is selected by the judges. This process is what makes all WealthBriefing Awards prized among winners.
The WealthBriefing Wealth for Good Awards are part of a global program run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
“We are honored to be recognized for the work we do to help investors find opportunities for investment that are aligned with their values, principles, and goals,” said Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA. “This prestigious award reflects our commitment to intentional investing.” Co-CEO and Managing Principal Reegan Rae, CPWA®, remarked, “Our research team has done outstanding work in deploying assets to innovators and entrepreneurs who are developing remarkable solutions for a brighter future. We’re pleased that the industry is recognizing the value of intentional investing, and thrilled to be at the forefront of the effort.”
ClearView Financial Media’s CEO and publisher of WealthBriefing Stephen Harris extended his congratulations to all the winners: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.
“Responsible, ethical, and sustainable investment outlooks are key to our planet’s future. Diversity and inclusion are key to our society’s future. Wealth managers have demonstrated they are integral elements in the transformation we are seeing all around us, and these awards are living proof of this.
“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in global wealth management, with ‘independence,’ ‘integrity,’ and ‘genuine insight’ the watchwords of the judging process.”
Financial service providers around the world understand that awards and recognition are important in giving clients reassurance that their advisors and business partners are upholding the highest standards in the industry, and demonstrating the sustainability of the winner’s business and operating model.
ABOUT ARNERICH MASSENA - Arnerich Massena is an independent, fully employee-owned investment firm based in Portland, Oregon. Dedicated to building lasting legacies to serve a higher good for its clients, the company has been around for three decades and has an AUM of $ $3.5B (as of 3/31/2021). With a focus on serving wealth management clients and endowments & foundations, the firm is distinguished by its exceptional client service, unbiased, proprietary research, and a long history of providing creative, high-quality investment advice. For more information about Arnerich Massena, please visit https://arnerichmassena.com/.
ABOUT CLEARVIEW FINANCIAL MEDIA LTD (“CLEARVIEW”)- ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.