Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Regional Stars Awards 2018: South West shortlist revealed

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

South West shortlist

Having revealed the shortlists in three other categories, we now unveil the five runners and riders for the South West region.

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 West shortlist.

Leave a comment!

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

South West shortlist

Having revealed the shortlists in three other categories, we now unveil the five runners and riders for the South West region.

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 West shortlist.

Leave a comment!

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

Alpha Portfolio Management - Bristol

Office head: Andrew Morris

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

Office head: Tim Walker

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 - Taunton

Office head: Nicholas Skelhorn

Leave a comment!

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

Casterbridge Wealth Investments - Salisbury

Office head: Keith Edwards

Leave a comment!

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

Hawksmoor Investment Management - Exeter

Office head: John Crowley

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
1 Comment Play Citywire Scotland: how wealth managers use new tech

Citywire Scotland: how wealth managers use new tech

We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.

1 Comment Play CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.

Play CEO Tapes: the huge opportunities for asset managers

CEO Tapes: the huge opportunities for asset managers

From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.

Read More
Wealth Manager on Twitter