SFR Private Wealth Awards

SFR rewards the top-performing wealth managers in its new Private Wealth study.
The results are based entirely on the assessments given by the investors interviewed in the study across defined quality criteria and on the overall score derived from these evaluations.

The quality criteria include return relative to risk strategy (over 3+ years), ability to form a market view, the organization’s service capability, investment platforms and reporting, pricing competitiveness, sustainability as an integral part of wealth management, as well as the expertise of relationship managers and the quality of client service. All criteria are given equal weighting in the calculation of the overall score.

Service providers are divided into three groups based on usage rates and the breadth of their service offering. The Most Utilised group consists of the wealth managers with the highest usage levels in the study and the most comprehensive range of services. The Challengers category includes providers with lower usage rates but similarly broad service offerings. In the Specialists group, responses focus on selected asset classes within the study sample.

An Emerging Star certificate is awarded to a wealth manager that has achieved particularly high scores across the quality criteria, but whose sample does not cover all evaluated criteria.