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Wealth Manager awards: the 8 best regional DFMs according to advisers

We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.

The Awards

The Citywire Wealth Manager Regional Stars Awards are calculated on the ratings financial planners give to discretionary firms based on the quality of their service and investment proposition across eight key regions.

More than 600 votes were cast this year by financial planners across the UK who outsource their investment management for their clients.

They scored the discretionary firms on a number of criteria, including performance, service levels and reporting.

We reveal the eight winners, who took home their gongs at a ceremony held at the Westminster Park Plaza.

The Awards

The Citywire Wealth Manager Regional Stars Awards are calculated on the ratings financial planners give to discretionary firms based on the quality of their service and investment proposition across eight key regions.

More than 600 votes were cast this year by financial planners across the UK who outsource their investment management for their clients.

They scored the discretionary firms on a number of criteria, including performance, service levels and reporting.

We reveal the eight winners, who took home their gongs at a ceremony held at the Westminster Park Plaza.

Winner: Brooks Macdonald Asset Management, York

Office head: Andrew Wilson

Branch opened: 2012

What the advisers say: ‘Having been in this industry nearly 30 years, I can say that I’ve never met more professional, clued up and helpful team players. They always go the extra mile.’

Shortlisted:

• Brooks Macdonald Asset Management, Manchester

• Investec Wealth & Investment, Liverpool

• Quilter Cheviot, Liverpool

• Quilter Cheviot, Manchester

Winner: Brewin Dolphin, Edinburgh

Office head: Jonathan Tweedie

Branch opened: 1993

What the advisers say: ‘Service is excellent, and performance exceptional.

‘Very professional and knowledgeable wealth managers. Extremely pro-active and going the extra mile at any opportunity.’

Shortlisted:

• Brewin Dolphin, Glasgow

• Brooks Macdonald Asset Management, Edinburgh

• Investec Wealth & Investment, Belfast

• Quilter Cheviot, Edinburgh

Winner: Brooks Macdonald Asset Management, Hampshire

Office head: Howard Crossen

Branch opened: 2005

What the advisers say: ‘Always happy to help and adapt to what we and the clients need. They are quite simply a pleasure to deal with, from investment outcomes to administration.’

Shortlisted:

• Beaufort Investment Management, Westerham

• Brooks Macdonald Asset Management, Tunbridge Wells

• Rathbones Investment Management, Winchester

• Wellian Investment Solutions, Tunbridge Wells

Winner: PortfolioMetrix, London

Office head: Mike Roberts

Branch opened: 2010

What the advisers say: ‘PortfolioMetrix’s services are ever present yet unobtrusive, with investment outcomes exceeding expectations.

‘As a fiercely independent adviser I am regularly drawn to their portfolios as they provide the best approach for many of my clients.’

Shortlisted:

• Brewin Dolphin

• Brooks Macdonald Asset Management

• LGT Vestra

• Quilter Cheviot

Winner: Brooks Macdonald Asset Management, Leamington Spa

Office head: Mike Divers

Branch opened: 2013

What the advisers say: ‘The service we receive is second to none and shows how both wealth management and relationship management should be undertaken; both are of equal importance but often one is done well but at the expense of the other.’

Shortlisted:

• Brewin Dolphin, Birmingham

• Charles Stanley, Birmingham

• Hargreave Hale, Nottingham

• iFunds Asset Management, Coventry

Winner: Walker Cambria, Swansea

Office head: Andrew Morgan

Branch opened: 2014

What the advisers say: ‘They are a close knit team who deliver great service. The portfolios have performed well and do what they set out to achieve.’

Shortlisted:

• Brewin Dolphin, Cardiff

• Brooks Macdonald Asset Management, Cardiff

Winner: Brewin Dolphin, Ipswich

Office head: Andrew Wheeler

Branch opened: 2012

What the advisers say: ‘This is how wealth managers should be run. The individuals provide a great level of service, and address queries and issues efficiently and promptly.’

Shortlisted:

• Brewin Dolphin, Cambridge

• Hawksmoor Investment Management, Bury St Edmunds

• Rathbones Investment Management, Cambridge

• JM Finn, Bury St Edmunds

Winner: Casterbridge Wealth Investments, Salisbury

Office head: Keith Edwards

Branch opened: 2016 

What the advisers say: ‘Superb service, personable and great results to date. Very reliable, thoroughly professional and great client outcomes.’

Shortlisted:

• Alpha Portfolio Management, Bristol

• Brewin Dolphin, Exeter

• Brooks Macdonald Asset Management, Taunton

• Hawksmoor Investment Management, Exeter

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