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Regional Stars Awards 2018: South East shortlist revealed

We reveal the five offices to make the South East shortlist in our annual regional wealth manager awards.

South East shortlist 

Having revealed the shortlists in five of the eight regional categories, we now unveil the three offices in the running for the South East award.

The annual Citywire Wealth Manager Regional Stars Awards are calculated through financial planners' ratings for discretionary firms, based on the quality of their service and investment proposition, are scored across eight major regions.

Advisers ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

We will announce the winners at a ceremony on 8 March at the Westminster Park Plaza.

Click through to find out who has made the South East shortlist.

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South East shortlist 

Having revealed the shortlists in five of the eight regional categories, we now unveil the three offices in the running for the South East award.

The annual Citywire Wealth Manager Regional Stars Awards are calculated through financial planners' ratings for discretionary firms, based on the quality of their service and investment proposition, are scored across eight major regions.

Advisers ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

We will announce the winners at a ceremony on 8 March at the Westminster Park Plaza.

Click through to find out who has made the South East shortlist.

Leave a comment!

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

Beaufort Investment Management - Redhill

Office head: Shane Balkham

 

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Brooks Macdonald Asset Management - Hampshire

Office head: Howard Crossen

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Brooks Macdonald Asset Management - Tunbridge Wells

Office head: Pam Beith

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Rathbones Investment Management- Winchester

Office head: Tim Bolton-Carter

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Wellian Investment Solutions - Tunbridge Wells

Office head: Richard Philbin

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