pa wealth manager awards 2014 entries open

Following the success of the inaugural Portfolio Adviser Wealth Manager Awards 2013, entries for next year’s coveted awards will open on Monday 14 October.

pa wealth manager awards 2014 entries open

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The Awards, as they were for 2013, are being run in association with Enhance Group – Jersey-based experts in the performance and risk monitoring of private client portfolios – and will be given for excellence in the management of the following categories:

  • Best Cautious portfolio
  • Best Balanced portfolio
  • Best Aggressive portfolio
  • Best Absolute Return portfolio
  • Best Innovation

For a list of last year’s winners, click here.

All the Awards are qualitative, using the expert knowledge of our judges, and will be supported by quantitative data provided by the wealth management companies with summary analysis from Enhance Group.

The Awards – made separately (with the exception of Best Innovation) to boutique firms and large firms – will be given to those wealth managers who our hand-picked, independent judging panel feels are best suited to running new client money over the coming years. The winners will be recognised for their perceived ability to run money from today, looking ahead, rather than simply being rewarded for past achievements.

The judges include experienced individuals from leading financial planners, law firms, accountancy practices, consultancy businesses and trust companies who are all charged with placing private client investment mandates with wealth management firms.

If you have any questions before Monday’s entries officially open, please get in touch with Gary Corcoran on (020 7065 7566).

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