PSG Wealth wins 5th consecutive Wealth Manager of the Year Award

Dan Hugo

Leading Wealth Manager Honoured At Prestigious INTELLIDEX AWARDS

PSG Wealth was recognised as the Top Wealth Manager of the Year: Large Institutions at the prestigious Intellidex Top Private Banks and Wealth Managers Awards, for the fifth consecutive year. The firm dominated the 2023 awards as they, in addition to the Top Wealth Manager award, also secured three archetype awards: lump-sum investor, retiree, and executive, while ranking second in the young professional archetype award.

This year, the Intellidex online survey saw participation from 11,778 clients of wealth managers and private banks nationwide. The Top Wealth Manager award is based on 40% on the judges’ assessments of responses in the firm’s application and 60% on clients’ ratings from the online survey.

Dan Hugo, Chief Executive of PSG Distribution, expressed his satisfaction with the recognition stating, “2023 marks five consecutive years that PSG Wealth has won this coveted award. This is testament to our consistent investment in our business and our dedication and hard work in delivering on our clients’ needs. It is a team effort and I want to extend my gratitude to our 590 Wealth advisers, office support staff, and support divisions who all embody our PSG Wealth values every day and provide exceptional service to our clients."

Hugo believes that PSG Wealth’s success is underpinned by constant innovation and quality adviser-client relationships. “Our advisers typically service their clients from cradle to grave. We continually evolve our financial advisory process to deliver personalised yet consistent advice to every client.”

Hugo also noted that PSG Wealth will not rest on its laurels. “While we are proud to receive industry awards like these, our focus remains on setting the benchmark for best-in-class service and outcomes for our clients. .”

The table below highlights PSG Wealth’s growing prominence over the last three years.

Source: Intellidex awards