March 10, 2023

Leading wealth management industry participant, Atlantic Financial Group, has joined the ranks of an elite global group who have been granted the honour of winning a WealthBriefing Award.

Atlantic Financial Group were awarded ‘Innovative Use of Technology’ and Isabel Guggisberg of Atlantic Financial Group was awarded ‘Best Female Executive’ at the Third Annual WealthBriefing Swiss EAM Awards 2023.

Showcasing ‘best of breed’ in the Swiss region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.      

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

The WealthBriefing Swiss Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefing Asia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

Commenting on the firm’s achievement, Isabel Guggisberg, Managing Director of Atlantic Financial Group said:

"I am honored to accept the award for 'Innovative Use ofTechnology' on behalf of Atlantic Financial Group, and to see our team's hardwork and dedication recognized by such a prestigious panel of judges. This award is a testament to our commitment to providing our clients with the most cutting-edge tools and solutions to help them achieve their financial goals. Additionally, I am humbled and grateful to be named 'Best Female Executive', and I hope this award inspires other women in our industry to strive for excellence and innovation.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organisations 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.

“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 recognise the very best operators in Swiss wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watch words of the judging process - such that the awards truly reflect excellence in Swiss wealth management.”