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Citywire Regional Star Awards 2014: South East shortlist
by Wealth Manager Team on Feb 24, 2014 at 11:17
We now head towards to the likes of Tunbridge Wells and Winchester to reveal the five-strong shortlist for the South East gong at next month's Citywire Regional Wealth Star awards.
The Citywire Wealth Manager Regional Stars Awards were voted for by hundreds of financial advisers across the UK in six key regions. These advisers ranked individual wealth management offices on four criteria: Investment outcomes, client reporting, relationship management and efficiency of service.
After revealing the nominations for Scotland and Northern Ireland, Northern England, Wales & the Midland and the South West, we reveal the five-strong shortlist for the South East.
Wellian Investment Solutions - Tunbridge Wells
Led by chief executive officer Eric Clapton
Brooks Macdonald Asset Management - Fareham
Led by regional office director John Wallace
Brooks Macdonald Asset Management - Tunbridge Wells
Led by regional office director Pam Beith
Investec Wealth and Investment - Bournemouth
Led by divisional director Scott Jones
Rathbone Investment Management - Winchester
Led by regional director Tim Bolton Carter