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

Citywire Regional Star Awards 2014: Wales & Midlands shortlist

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.

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

Leave a comment!

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

Brooks Macdonald Asset Management - Leamington Spa

Led by investment team director Mike Divers

Leave a comment!

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

Brewin Dolphin - Cardiff

Led by divisional director David Myrddin-Evans

Leave a comment!

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

OCM Asset Management - Northampton

Led by chief executive officer Jason Stather-Lodge

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 - Birmingham

Led by executive director Mike Broadhurst

Leave a comment!

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

Standard Life Wealth - Birmingham

Led by regional private client head Gregg Henderson

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 French fund CEOs: 'Brexit is a lose-lose situation for all of us'

French fund CEOs: 'Brexit is a lose-lose situation for all of us'

'We'll all lose out - but London is an international city, Paris is not.' Leading French asset management CEOs tell us what they think Brexit will mean for the investment business.

Play Henderson Eurotrust's Stevenson: dealing with European cynicism

Henderson Eurotrust's Stevenson: dealing with European cynicism

Tim Stevenson talks about where he finds his opportunities in the current environment in Europe

Play Mark Barnett - part 2: why I'm not buying Lloyds

Mark Barnett - part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Read More
Wealth Manager on Twitter