Leading Wealth Manager Honoured At Prestigious INTELLIDEX AWARDS
PSG Wealth clinched a hat trick at the 9th annual Intellidex Top Private Banks and Wealth Managers Awards, having been recognised as the Top Wealth Manager of the Year: Large Institution, for the third consecutive year.
Hosted exclusively online for a second time due to COVID-19 restrictions, this prestigious awards series saw PSG Wealth claiming the laurels as the overall winner once again.
The consecutive wins in 2019, 2020 and 2021 are of particular significance given the unprecedented economic challenges brought on by the pandemic. “We are especially proud of our achievement this year, given the impact of COVID-19 on the financial and wealth management industry,” said Dan Hugo, Chief Executive: Distribution at PSG Wealth. “As always, our focus has remained on helping our clients building long-term wealth even in tough and trying conditions. We believe it is this deep-seated client centric approach, and our belief in the importance on continued and open client communication, that helps us remain resilient as an organisation and that sets us apart from the rest,” Hugo continues.
“The hat trick proves that with the right expertise, dedication and ability to adapt to any market conditions: there is indeed always business to be done and growth to be achieved for our clients,” said Hugo.
This year, 5 612 clients of wealth managers and private banks across the country, completed the Intellidex online survey, as well as just more than 1 100 of PSG Wealth’s clients. Together with the judges’ opinions, client ratings and the results of the survey determined the winner in each of the categories.
According to the Intellidex Research report, clients are very appreciative of PSG’s service: “The commitment and good advice from our wealth manager and his staff is truly appreciated and the fact that our investments continue to make gains in spite of the ups and downs of the financial markets is comforting and engenders confidence in PSG Wealth.
“PSG’s vision is to be a highly respected advice-led financial firm supported by technology. Therefore we are proud when industry awards like these provide affirmation that we are on the right track in serving our clients and helping them achieve long-term financial well-being,” concludes Hugo.