C. Hoare & Co, Wellian Investment Solutions and London & Capital picked up awards in the Boutique category, with Brewin Dolphin, Kleinwort Benson, 7IM and Smith & Williamson Investment Management being celebrated in the large firm grouping.
There were also awards for Church House Investment Management in the Absolute Return space, and Investment Quorum picked up the inaugural Media Marketing Award.
The winners are:
Absolute Return Portfolio Manager
Church House Investment Management
Media Marketing Award
Investment Quorum
BOUTIQUE PORTFOLIO AWARDS
Cautious Portfolio Manager
Platinum Award: Wellian Investment Solutions
Gold Award: C. Hoare & Co
Balanced Portfolio Manager
Platinum Award: London & Capital
Gold Award: Wellian Investment Solutions
Aggressive Portfolio Manager
Platinum Award: London & Capital
Gold Award: Wellian Investment Solutions
LARGE PORTFOLIO AWARDS
Cautious Portfolio Manager
Platinum Award: Kleinwort Benson
Gold Award: Brewin Dolphin
Balanced Portfolio Manager
Platinum Award: Smith & Williamson Investment Management
Gold Award: 7IM
Aggressive Portfolio Manager
Platinum Award: Smith & Williamson Investment Management
Gold Award: 7IM
We would very much like to extend our thanks to our Wealth Manager Awards’ sponsor Schroders – the first year they have been involved in this role – with head of asset manager sales Philip Middleton presenting the Media Marketing Award.
As with last year, the Awards were run in association with Enhance Group who not only provided the due diligence on the data submitted but also produced a quantitative analysis of each portfolio the judges could use when making their nominations.
It was the judges who then had the unenviable task of deciding who deserved the Platinum and Gold Awards.
Our thanks also to the judging panel (see below), without whose help we would not have been able to achieve our primary objective which is to reward the excellence with which wealth managers run private client portfolios.
The judging panel:
Portfolio Awards
Caroline Butler (Walcot Partners)
Clive Hale (Albermarle Street Partners)
Glenn Hurstfield (Berkeley Law)
Catherine McAleavey (Farrers)
Zoe Camp (New Quadrant Partners)
Wendy Walton (BDO)
Stella Mitchell-Voisin (Summit Trust International)
Julian Hayden (Hawksford)
Kathy Whatmough (Rice Whatmough Crozier)
Alan Leslie (Templar Financial)
Andrew de la Haye (Seymour Trust)
Robert Braide (Simcocks)
Paul Tomlinson (RBC)
Media Marketing Award
Dara Lutes-Guest (Marcom2)
Mike Richards (Capital City Media)
Bryan Verster (Mallow St)
Tom Peterson (Last Word Media)
Please visit the Portfolio Wealth Manager Awards microsite pawmawards.com for more details about the event.
