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Citywire Regional Star Awards 2014: South East shortlist

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 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, Northern England, Wales & the Midland and the South West, we reveal the five-strong shortlist for the South East.

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Wellian Investment Solutions - Tunbridge Wells

Led by chief executive officer Eric Clapton

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Brooks Macdonald Asset Management - Fareham

Led by regional office director John Wallace

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Brooks Macdonald Asset Management - Tunbridge Wells

Led by regional office director Pam Beith

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Investec Wealth and Investment - Bournemouth

Led by divisional director Scott Jones

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Rathbone Investment Management - Winchester

Led by regional director Tim Bolton Carter

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Your Business: Cover Star Club

Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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