View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. News
  2. Company news
February 20, 2013updated 04 Apr 2017 3:27pm

Convergent Wealth Advisors adjudged as Best Private Client Investment Platform – Client Service

Convergent Wealth Advisors has been awarded by Private Asset Management the Best Private Client Investment Platform – Client Service at the recent New York City wealth management media forum.

By Verdict Staff

Private Asset Management stated that Convergent Wealth Advisors has been awarded for its excellence of client service for its investment platform.

For the award ceremony, in attendance were Convergent’s president and COO, Douglas Wolford, and Ken Handy, director of Convergent’s New York City office.

"Wealth can be complicated. We strive to make the client experience understandable and manageable. This award highlights Convergent’s commitment to creating tailored solutions designed for wealth protection, growth, and managing downside risk. We continue to push to deliver distinguished investment and service capabilities to meet the investment and lifestyle goals of wealthy individuals and families," said Wolford.

Convergent Wealth Advisors was founded in 1994 and has pioneered open architecture investing, building a strong in-house research capability, embracing contrarian perspectives and alternative investments, and providing consolidated performance reporting.

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy


Thank you for subscribing to Private Banker International