The Awards will reward managers running the most common styles of cautious, balanced, aggressive and absolute return portfolios.
Each submission will be scrutinised by our independent panel of judges who represent the best of the financial planning, law, accountancy, consultancy and trust businesses. As individuals, they are all hugely experienced in placing private client investment mandates with wealth managers and we will be leaning on this expertise for the Portfolio Adviser Wealth Manager Awards 2013.
To help with their research, the judges will be given a quantitatively-driven summary of each of the portfolios produced by Enhance Group’s investment reporting team.
There is also a Best Innovation category that allows wealth managers to nominate a product or a service they feel has helped improve the customer service they offer to their clients.
Please click here for more information and for the entry details.
