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Regional Stars Awards 2018: Wales shortlist revealed

We reveal the three offices to make the Wales shortlist in our annual regional wealth manager awards.

Wales shortlist

Having revealed the shortlists in four of the eight regional categories, we now unveil the three offices in the running for the Welsh 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 Wales shortlist.

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Wales shortlist

Having revealed the shortlists in four of the eight regional categories, we now unveil the three offices in the running for the Welsh 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 Wales shortlist.

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

Office head: David Myrddin-Evans

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Brooks Macdonald - Cardiff

Office head: Andrew Lewis

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Walker Cambria - Swansea

Office head: Andrew Morgan

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