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 Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Play Henderson's Lofthouse on merger boost and political risk

Henderson's Lofthouse on merger boost and political risk

Ben Lofthouse talks through where he is finding income and what surprises await the global economy in the new year.

Read More
Your Business: Cover Star Club

Profile: 'a lot of the hard work is done' says Charles Stanley

Profile: 'a lot of the hard work is done' says Charles Stanley

We’ve turned a corner, and there is positive momentum behind Charles Stanley says Charles Stanley's private client head

Wealth Manager on Twitter