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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...

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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

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Balanced strategy shortlist

LGT Vestra

Montage Portfolio Management

Myddleton Croft

Smith & Williamson

TCAM Asset Management

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Growth strategy shortlist

James Hambro & Partners

LGT Vestra

Myddleton Croft

Veritas

Walker Crips

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Aggressive strategy shortlist

Julius Baer

Kleinwort Hambros

Stonehage Fleming

Tacit IM

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Best small firm

Blankstone Sington

Myddleton Croft

Tacit IM

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Best medium firm

James Hambro

Redmayne Bentley

Saunderson House

Veritas

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Best large firm

Brooks Macdonald

Investec

LGT Vestra

Smith & Williamson

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