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.

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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.

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Brooks Macdonald Asset Management - Leamington Spa

Led by investment team director Mike Divers

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Brewin Dolphin - Cardiff

Led by divisional director David Myrddin-Evans

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OCM Asset Management - Northampton

Led by chief executive officer Jason Stather-Lodge

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Quilter Cheviot Investment Management - Birmingham

Led by executive director Mike Broadhurst

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Standard Life Wealth - Birmingham

Led by regional private client head Gregg Henderson

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