At the exclusive, invitation-only Portfolio Adviser Wealth Manager Awards, 2014, Wellian Investment Solutions, Smith & Williamson and Brewin Dolphin were among those firms rewarded for their excellence in portfolio management.
As well as rewarding the larger, more established businesses, we presented awards separately to boutique wealth management firms with Veritas, First Wealth and Whitechurch appearing on the roll of honour alongside Wellian.
The awards were presented to:
Best innovation
Winner: Berry Asset Management
Absolute Return Portfolio Manager
Platinum Award: Smith & Williamson IM
Gold Award: First Wealth LLP
Whitechurch Securities Ltd
BOUTIQUE PORTFOLIO AWARDS
Cautious Portfolio Manager
Platinum Award: Wellian Investment Solutions
Gold Award: First Wealth
Balanced Portfolio Manager
Platinum Award: Veritas Investment Management
Gold Award: Wellian Investment Solutions
Aggressive Portfolio Manager
Platinum Award: Whitechurch Securities Ltd
C Hoare & Co
Gold Award: Wellian Investment Solutions
LARGE PORTFOLIO AWARDS
Cautious Portfolio Manager
Platinum Award: Brewin Dolphin
Gold Award: Smith & Williamson IM
Balanced Portfolio Manager
Platinum Award: Brewin Dolphin
Gold Award: Jupiter Private Clients & Charities
Aggressive Portfolio Manager
Platinum Award: GAM
Jupiter Private Clients & Charities
Gold Award: Smith & Williamson IM
How we did it
The awards were made across the most widely used private client portfolios – cautious, balanced, aggressive and absolute return. To recognise that wealth management is more than just running client portfolios, we include a Best Innovation category which, for the second year running, went to Berry Asset Management.
Their winning entry was for ‘Performance Tracker’, an online facility that allows individual clients to compare their portfolio performance against various benchmarks over various timeframes as well as creating their own performance reports.
I would very much like to extend my thanks to our Wealth Manager Awards’ sponsor, Jupiter Unit Trust Managers – the first year they have been involved in this role – with business development director Mark Ingram presenting the Best Innovation award last night.
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 to Jupiter UTM, Enhance Group and 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:
Caroline Butler (Walcot Partners)
Zoe Camp (New Quadrant Partners)
Jim Edmondson (Farrers)
Clive Hale (Albermarle Street Partners)
Julian Hayden (Hawksford)
Andrew de la Haye (Seymour Trust)
Glenn Hurstfield (Berkeley Law)
Alan Leslie (Templar Financial)
Stella Mitchell-Voisin (Summit Trust International)
Wendy Walton (BDO)
John Ward (Speechly Bircham)
Kathy Whatmough (Rice Whatmough Crozier)
