Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Shortlists for the Wealth Manager Performance Awards 2017

Tomorrow Wealth Manager will hand out gongs to seven firms for outstanding performance across key investment categories. Here are the runners and riders.

The methodology

The Wealth Manager Investment Performance awards are based on performance research firm ARC’s respected analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. They are awarded to managers who deliver consistently great performance for their clients.

Here we announce the 2017 shortlist for the four key portfolio categories and those in line to win the best firm gongs.

The awards will be handed out at the Wealth Manager Retreat on 12 October. Click through to see who made the shortlists...

Leave a comment!

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

The methodology

The Wealth Manager Investment Performance awards are based on performance research firm ARC’s respected analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. They are awarded to managers who deliver consistently great performance for their clients.

Here we announce the 2017 shortlist for the four key portfolio categories and those in line to win the best firm gongs.

The awards will be handed out at the Wealth Manager Retreat on 12 October. Click through to see who made the shortlists...

Leave a comment!

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

Cautious strategy shortlist

Blankstone Sington

Brooks Macdonald

Investec W&I

Redmayne Bentley

Smith & Williamson

Leave a comment!

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

Balanced strategy shortlist

LGT Vestra

Montage Portfolio Management

Myddleton Croft

Smith & Williamson

TCAM Asset Management

Leave a comment!

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

Growth strategy shortlist

James Hambro & Partners

LGT Vestra

Myddleton Croft

Veritas

Walker Crips

Leave a comment!

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

Aggressive strategy shortlist

Julius Baer

Kleinwort Hambros

Stonehage Fleming

Tacit IM

Leave a comment!

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

Best small firm

Blankstone Sington

Myddleton Croft

Tacit IM

Leave a comment!

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

Best medium firm

James Hambro

Redmayne Bentley

Saunderson House

Veritas

Leave a comment!

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

Best large firm

Brooks Macdonald

Investec

LGT Vestra

Smith & Williamson

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: from managing Brunei’s billions to Dorking’s pension pots

Profile: from managing Brunei’s billions to Dorking’s pension pots

Mole Valley Asset Management's boss on why he chucked in multi-billion mandates for Surrey wealth management

Wealth Manager on Twitter