Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Citywire Regional Star Awards 2014: South West shortlist

As next month's Citywire Regional Wealth Star awards get closer, we move to one of the most competitive areas in the UK to reveal the five names in the frame for the South West gong.

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

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

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

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Charles Stanley - Cirencester

Led by investment manager Richard Fowler

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Brewin Dolphin - Exeter

Led by divisional director Tim Walker

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Brewin Dolphin - Plymouth

Led by divisional director Brian James

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Quilter Cheviot Investment Management - Salisbury

Led by executive director Paul Sexton

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Whitechurch Securities - Bristol

Led by managaing director Gavin Haynes

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: from managing Brunei’s billions to Dorking’s pension pots

Profile: from managing Brunei’s billions to Dorking’s pension pots

Mole Valley Asset Management's boss on why he chucked in multi-billion mandates for Surrey wealth management

Wealth Manager on Twitter