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Citywire Regional Star Awards 2014: Wales & Midlands shortlist

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by Wealth Manager Team on Feb 20, 2014 at 11:51

After revealing the frontrunners in the North, we move towards the south to reveal the five names in the frame for the Wales & Midlands gong at next month's Citywire Regional Star Awards.

The methodology

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 and Northern England, we reveal the five-strong shortlist for Wales & the Midlands.

Brooks Macdonald Asset Management - Leamington Spa

Led by investment team director Mike Divers

Brewin Dolphin - Cardiff

Led by divisional director David Myrddin-Evans

OCM Asset Management - Northampton

Led by chief executive officer Jason Stather-Lodge

Quilter Cheviot Investment Management - Birmingham

Led by executive director Mike Broadhurst

Standard Life Wealth - Birmingham

Led by regional private client head Gregg Henderson

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