Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards
Inverness Counsel Heralds 50th Anniversary with Most Recent Industry Recognition for its Work with Wealthy Families
NEW YORK, Dec. 15, 2016 /PRNewswire/ -- Inverness Counsel, a New York-based SEC-Registered Investment Advisor (RIA), has been nominated in the categories of "Best Multi-Family Office (up to $3B AUM)", "Best Multi-Family Office Client Initiative", and "Women in Wealth Management" by Family Wealth Report (FWR). This annual industry award competition highlights the achievements of single- and multi-family offices, private banks and RIA firms, and the elite wealth advisors, asset managers and service providers who work with them.
Inverness' client-centric, collaborative approach to working with families strives to closely manage the interwoven complexities of their wealth, values and goals—helping them to both ask and answer, "What do you want to accomplish with your wealth?"
Philip Lawrence, President & CEO of Inverness, said, "This coming year, Inverness celebrates its 'Golden Anniversary.' For half a century we have been consistently delivering tailored wealth and investment management solutions to our clients, many of whose families have been with us since 1967."
Mr. Lawrence continued, "Being nominated for these prestigious awards reinforces that our founding vision, mission and values—that our commitment to clients and their families—are as relevant to today's investor as to our first. Perhaps even more so."
Stephen Harris, CEO, ClearView Financial Media and Publisher of Family Wealth Report, said, "These awards will recognize the very best operators in the private client industry, with 'independence,' 'integrity' and 'genuine insight' the watchwords of the judging process—such that the awards truly reflect excellence in wealth management."
Winners will be announced at a gala awards dinner that will be held at the Mandarin Oriental in New York on March 2, 2017.
About Inverness Counsel
Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC. The firm's headquarters are located in New York City. As investment counselors, Inverness provides continuous advice to each client to meet both their short-term and long-term goals. Inverness recognizes that each client is different and has a unique set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high-net-worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations.
For more information, please call (212) 207-2122 or visit www.invernesscounsel.com.
About ClearView Financial Media, LTD. and the Family Wealth Report
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high-quality "need to know" information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the "Family Wealth Report" (FWR) group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program. With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.
SOURCE Inverness Counsel
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