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PSG Wealth wins Wealth Manager of the Year for a second time

04 August 2020 PSG Wealth
Dan Hugo, CE of PSG’s Distribution Division

Dan Hugo, CE of PSG’s Distribution Division

PSG Wealth is pleased to have taken top honours in Intellidex’s Top Private Banks and Wealth Manager Awards, claiming the title of Wealth Manager of the Year: Large Institutions, for the second consecutive time. The 2020 edition of the Awards was held at the end of July.

According to Intellidex, “As in 2019, PSG Wealth has delivered a stellar performance and wins the Top Wealth Manager award for large institutions. The firm is also among the top five firms in all of the archetype awards. PSG Wealth’s clients are very complimentary about the firm.”

Intellidex notes that one client said: “I receive excellent service from PSG. Feedback is quick, professional, honest and comprehensive.” While another client reports: “The advice and recommendations I’ve received have been exceptional. Monthly investment reports are comprehensive and thorough.”

PSG Wealth also placed second in the Passive Lump Sum Investor and Young Professional categories of the Awards.

“What an honour to win these accolades and to receive such great recognition, particularly from our clients. Their loyalty is at the heart of what we are able to achieve,” said Dan Hugo, CE of PSG’s distribution division.

Hugo attributes the win to PSG’s performance-driven culture, and its determination to always look at the bigger picture when advising its clients. “Good advice is not simply about producing good long-term investment returns for clients, though that is paramount. It is also about providing a holistic service that takes into account every aspect of clients’ lives and requirements and having the knowledge and expertise on tap to do so.”

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