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UK Wealth Service Awards: shortlist revealed!

Ahead of the first ever UK Wealth Service Awards, we reveal the nominees.

For wealth managers, a fund’s performance is clearly paramount; however, what some groups may be forgetting is that the level of service they provide is also an integral part of the relationship.

More and more, wealth managers are telling us that this is essential when building partnerships with third-party fund groups. Last month, the regulator turned its attention to this, with its latest policy document making reference to asset manager service as part of the value proposition.

With this in mind, we have launched the Citywire UK Wealth Service project with the aim of finding out exactly what wealth managers and advisers really think.

We had a fantastic response – 228 of our readers took part in our study from over 100 firms across the UK. Alongside over 28,000 individual scores for fund groups, our respondents left nearly 2,500 comments on exactly what asset managers are getting right or wrong and where they need to improve.

This study will power our UK Wealth Service Awards, which will be held next week on 23 May, where we will reveal who is best in class across a range of service factors.

Until then, here are the shortlists for 21 categories. 

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For wealth managers, a fund’s performance is clearly paramount; however, what some groups may be forgetting is that the level of service they provide is also an integral part of the relationship.

More and more, wealth managers are telling us that this is essential when building partnerships with third-party fund groups. Last month, the regulator turned its attention to this, with its latest policy document making reference to asset manager service as part of the value proposition.

With this in mind, we have launched the Citywire UK Wealth Service project with the aim of finding out exactly what wealth managers and advisers really think.

We had a fantastic response – 228 of our readers took part in our study from over 100 firms across the UK. Alongside over 28,000 individual scores for fund groups, our respondents left nearly 2,500 comments on exactly what asset managers are getting right or wrong and where they need to improve.

This study will power our UK Wealth Service Awards, which will be held next week on 23 May, where we will reveal who is best in class across a range of service factors.

Until then, here are the shortlists for 21 categories. 

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Most consistent sales contact

  • Goldman Sachs Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Rathbones
  • Schroders

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Best Client Knowledge

  • Columbia Threadneedle Investments
  • JP Morgan Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Schroders

 

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Most Accessible Fund Managers

  • Franklin Templeton Investments
  • Janus Henderson
  • JP Morgan Asset Management
  • Lazard Asset Management
  • Rathbones

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Best Product Specialists

  • Baillie Gifford
  • Franklin Templeton Investments
  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Legg Mason

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Best Event-driven Communication

  • Franklin Templeton Investments
  • JP Morgan Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Rathbones

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Best Product Knowledge

  • BlackRock
  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • M&G Investments
  • Schroders

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Best RFP Responses

  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Rathbones

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Best Factsheets

  • BlackRock
  • JP Morgan Asset Management
  • Jupiter
  • Legg Mason
  • Schroders

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Best In-Depth Reporting and Manager Comment

  • Baillie Gifford
  • JP Morgan Asset Management
  • Lazard Asset Management
  • M&G Investments
  • Rathbones

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Speed of Information Delivery

  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Lazard Asset Management
  • Legal & General Investment Management
  • M&G Investments

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Most Useful Technology Solutions

  • BlackRock
  • BNY Mellon Investment Management
  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Vanguard Asset Management

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Best Additional Research

  • BlackRock
  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • M&G Investments
  • Rathbones

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Best Professional Input

  • Allianz Global Investors
  • Baillie Gifford
  • BlackRock
  • JP Morgan Asset Management
  • Lazard Asset Management

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Best Collaboration in Product Development

  • Baillie Gifford
  • BlackRock
  • BNY Mellon Investment Management
  • Lazard Asset Management
  • Rathbones

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Open Choice

  • Baillie Gifford
  • BlackRock
  • Fidelity International
  • JP Morgan Asset Management
  • Schroders

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Regional awards:

Best Overall Service - London

  • BlackRock
  • Franklin Templeton Investments
  • JP Morgan Asset Management
  • Lazard Asset Management
  • Pictet

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Best Overall Service - The Midlands

  • Baillie Gifford
  • BlackRock
  • JP Morgan Asset Management
  • Old Mutual Global Investors
  • Schroders

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Best Overall Service - Scotland & Northern Ireland

  • Baillie Gifford
  • BlackRock
  • Columbia Threadneedle Investments
  • JP Morgan Asset Management
  • M&G Investments

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Best Overall Service - East & South East

  • Fidelity International
  • JP Morgan Asset Management
  • Jupiter
  • Lazard Asset Management
  • Rathbones

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Best Overall Service - South West & Wales

  • Baillie Gifford
  • Invesco
  • Janus Henderson
  • JP Morgan Asset Management
  • M&G Investments

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Best Overall Service - The North

  • BlackRock
  • Franklin Templeton Investments
  • Legg Mason
  • M&G Investments
  • Old Mutual Global Investors

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Methodology

Over 220 investment professionals took part in our UK Wealth Service project, to establish which asset managers consistently delivered the best service. 

The asset managers eligible for consideration were the 37 firms at the UK Distribution Leaders Summit 2017, or one of the top 30 active asset managers in the UK by AUM as at November 2017. 

The  awards are given to the companies that have the highest average score across all territories.

The awards methodology has been independently reviewed and the results audited by AKG Financial Analytics. 

 

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