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Peritus Wins WealthBriefing Swiss Award for Investment Consultancy

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Peritus Wins WealthBriefing Swiss Award for Investment Consultancy

News

We are pleased to announce that Peritus has been awarded Investment Consultancy Firm of the Year at the WealthBriefing Swiss Awards.

The WealthBriefing Awards celebrate excellence across the wealth management sector, recognising organisations and individuals that demonstrate innovation, performance and a strong client focus. The awards are judged by independent panels of industry experts, ensuring a rigorous and transparent assessment process. Winning a WealthBriefing Award is widely regarded as a prestigious industry accolade and a meaningful endorsement of excellence and best practice.

 

While we measure success primarily through the quality, robustness and sustainability of the investment outcomes our clients achieve, we value recognition from respected industry peers. This award reflects Peritus’s continued commitment to independent investment guidance, rigorous due diligence, strong governance and disciplined decision making in support of long term capital stewardship. In our submission, we articulated our team’s energetic focus on deep research and due diligence. Our independence, transparent reporting and fee model were recognised.  Likewise, private ownership and ability to be tailored to each client was recognised as valuable to trustees, fiduciaries, trusted advisers and families. In an ever volatile world our long standing focus on the Yale endowment model as a framework for long term capital stewardship has been a strong foundation.

We would like to thank our clients and professional partners for their continued trust and collaboration. Their engagement and high standards challenge us to continuously refine our thinking, processes and the overall investment experience we deliver.

We remain committed to maintaining the highest standards in investment consultancy and to supporting our clients as they navigate an increasingly complex global investment environment.