Press Releases

Canoe Wins European WealthBriefing Award for Best Change Management Process

LONDON, March 21, 2024 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, has been selected as a winner in the “Change Management Process/Best Implementation of a Technology Solution” category at The WealthBriefing European Awards 2024.

Winners and highly commended companies were announced on the 21st March 2024. The event was held at the Marriott Hotel Grosvenor Square in London, where Evan McDermott, Business Development Representative, and Oliver Wedlake, Senior Director, Wealth Management EMEA, accepted the award on behalf of the company.

This announcement follows the news of Canoe’s win at the WealthBriefing WealthTech Awards, announced on 22 February 2024. Canoe was named winner in the “Artificial Intelligence (AI) Application (US)” category for the second consecutive year. The company is also up for three awards in WealthBriefing’s sister programme, the Family Wealth Report Awards 2024.

The annual WealthBriefing European Awards programme recognizes the most innovative and exceptional firms, teams, and individuals. The awards have been designed to showcase outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

The WealthBriefing European Awards are part of a global programme run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centers.

“Clients come to us having been really involved in every single data point on every single document,” said Tim Loughery, Global Head of Account Management at Canoe. “They’re changing over to a tech solution that doesn’t require them to be so involved with every little data point, so it does take some effort for them to become comfortable with the new process. With Canoe’s comprehensive onboarding process, once they’re onboard, they see a lot more efficiency, less error, and unlocked opportunities.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. 

“This year we have seen a marked increase in entrants and interest in all our global awards programmes and the WealthBriefing European Awards is no exception. These awards give organizations 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 prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”

Last week, Canoe announced the commercial launch of Canoe Asset Data, an innovative solution to the industry-wide challenge of accessing and using complete, timely, and accurate asset-level data. Several Canoe product suite expansions launched towards the end of 2023, including Canoe Pro, a comprehensive solution that integrates expert services into the client experience. These product development programs build upon Canoe’s recent successes, including 100% year-over-year growth in 2023. Canoe continues to advance operational excellence through the expansion of its platform and product suite, exemplifying its commitment to innovation and industry-leading product development in the alternative investment industry.


About Canoe Intelligence
Canoe Intelligence (“Canoe”) is a financial technology company dedicated to advancing alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Canoe empowers clients with technology, data, and insights to manage alternative assets more efficiently, accurately, and confidently. With a commitment to innovation and excellence, Canoe is redefining the future of alternative investment data management.

About ClearView Financial Media Ltd (“ClearView”)
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 WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.

Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200