Wealth managers were awarded Platinum and Gold prizes for Cautious, Balanced and Aggressive, and Absolute Return portfolios.
The Media Marketing award also celebrates excellence in raising brand awareness though digital initiatives and use of social media.
Presented by PA editor Sebastian Cheek, the ceremony saw portfolio awards handed out to both large firms, with more than £3bn in assets under management, and boutiques.
The Awards, sponsored by Schroders, were judged by an independent judging panel who provided their own expertise in wealth manager selection.
Judging the awards is a two-step process involving a qualitative and a quantitative stage.
The first step gives wealth managers the chance to pitch exactly how they would manage a client’s wealth based on separate scenarios via a series of set questions.
The second part looks at performance data with summary analysis from Enhance Group.
This judging panel included experienced individuals from leading financial planners, law firms, accountancy practices, consultancy businesses and trust companies, who all have experience placing private client investment mandates with wealth management firms.
Click through to the following page to see the winners…
