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Citywire Wealth Manager Awards 2014: Revealed - the six regional winners

We reveal the six wealth offices across the country which advisers voted to be best in class at our annual awards ceremony.  

The methodology

The Citywire Wealth Manager Regional Stars Awards were voted for by hundreds of financial advisers across the UK. These advisers ranked individual wealth management offices on four criteria: Investment outcomes, client reporting, relationship management and efficiency of service.

We split the UK into six key regions – all of which have substantial wealth management communities: Scotland and Northern Ireland, North, Wales and the Midlands, South West, South East and London.

Firms who received enough nominations to be included in the shortlist had their scores averaged with the winner for each region achieving the highest score. Where two firms have an identical score then it is the firm with the highest number of votes that wins.

Click through to find out which six offices took home the gongs.

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The methodology

The Citywire Wealth Manager Regional Stars Awards were voted for by hundreds of financial advisers across the UK. These advisers ranked individual wealth management offices on four criteria: Investment outcomes, client reporting, relationship management and efficiency of service.

We split the UK into six key regions – all of which have substantial wealth management communities: Scotland and Northern Ireland, North, Wales and the Midlands, South West, South East and London.

Firms who received enough nominations to be included in the shortlist had their scores averaged with the winner for each region achieving the highest score. Where two firms have an identical score then it is the firm with the highest number of votes that wins.

Click through to find out which six offices took home the gongs.

Leave a comment!

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

Scotland & Northern Ireland: Quilter Cheviot Asset Management, Edinburgh

Alan Aitchison: ‘It reflects on the hard work the whole team has done over the last three years since the office was established.’

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The North: Investec Wealth & Investment, Leeds

Tom Street: ‘It's a reflection of all the hard work have put into the IFA market over the last year.’

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Wales & Midlands: Brooks Macdonald, Leamington Spa

Daniel Good: ‘It's fantastic, it's a great testament to Brooks Macdonald and the support we get from professional advisers.’

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The South West: Charles Stanley, Cirencester

Edward Playne: ‘It's a great surprise and we're very pleased to win the award. Thanks very much to all the IFAs.’

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The South & East: Wellian Investment Solutions, Tunbridge Wells

Eric Clapton & Chris Mayo: ‘Risk related returns have been outstanding for the last 12-18 months. We couldn't have asked for better.’

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London: Investec Wealth & Investment

Tom Street: ‘We were always looking to develop the profile in the IFA market. We have spent a lot of time and resources working with our IFA partners.’

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