UBS Global Wealth Management has won the ‘Innovative use of Technology’ category at The WealthBriefing Channel Islands Awards 2025.
The awards are designed to recognise outstanding organisations in the Channel Islands, evaluated by an independent judging panel. All applicants are subject to a rigorous process before the winner for each category is selected. The ‘Innovative use of Technology’ category showcases firms that have demonstrated innovation and excellence over the last year, and UBS My Way, a state-of-the-art digital portfolio management tool, anchored the win for UBS.
“It’s fantastic to see this award recognise the impact of UBS My Way in transforming the way we serve clients in the Channel Islands. Our clients increasingly want the ability to act quickly, with greater insight, clarity and control, and that’s exactly what this platform delivers,” said Tobias Werhli, Country Head Jersey at UBS Global Wealth Management.
“What really sets us apart in terms of innovation is how we’ve tailored a global platform to support local needs. This has helped to improve advisor efficiency as well as enable more meaningful conversations and faster access to Chief Investment Office insight for us here in Jersey.”
“Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year,” said Stephen Harris, ClearView Financial Media’s CEO, and publisher of Wealthbriefing.
“These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of WealthbriefingChannel Islands winners”.
