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Why We Are Benchmarked
Manage episode 155947357 series 1171875
Вміст надано Investment Quorum. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Investment Quorum або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come in and look at our processes look at what we do and look at what we do for clients and give us an opinion on that. Some of that is done very formally, for instance we were the first UK wealth manager to achieve the highest 3 star or ‘Exceptional’ Investor in Customer status and that is all around what our customers think about us and what our clients say. We also have won several awards within our industry, I have been assessed as one of the UK’s top wealth mangers, Investment Quorum is recognised as one of top 25 wealth management companies in the UK. We have picked up awards for financial planning, we have picked up awards for investment management, for client care and for client communications. That is not to show off. What it is to say is that we invite people and organisations in to benchmark our processes to see that we are appropriately delivering what our clients need from us.
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18 епізодів
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