Wealth Manager has once again scoured the UK wealth management sector to identify the young rising stars who are really making their mark and the results will be revealed next week.
Now in its fifth year, Top 30 Under 30, is attracting more interest than ever and we received a record 200 entries.
The quality has been exceptional and it has been a difficult job whittling the list down to 30. The individuals chosen have studied hard to pass their exams and are making a real difference at the firms they work. You can check out who made the class of 2014 here.
The final list is based on a combination of their professional qualifications, which range from the CFA to Chartered Wealth Manager status, academic prowess and most importantly, the scope of the responsibilities they hold at their companies. The latter includes being members of their firm’s investment committees, running client books personally and other decision-making roles they have day-to-day.
For a bit of colour and context, we also asked our entrants to detail their best investment call and where they are putting their clients’ money now.
Overall, what became abundantly clear when compiling the list was that the industry is more committed than ever to developing new talent and wealth management looks to be in safe hands for generations to come.
Stay tuned to see who made the cut next week.