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Wealth Manager Performance Awards 2015: winners revealed

We reveal the winners for the Wealth Manager Investment Performance awards 2015.

Celebrating excellence

Once again we had well over a 100 entries to our Investment Performance awards from a record-breaking number of wealth management firms.

The awards are based on ARC’s respected performance 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 reveal the 2015 winners for the four key portfolio categories and the best small, medium and large firms.

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Celebrating excellence

Once again we had well over a 100 entries to our Investment Performance awards from a record-breaking number of wealth management firms.

The awards are based on ARC’s respected performance 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 reveal the 2015 winners for the four key portfolio categories and the best small, medium and large firms.

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

Steady Growth Portfolio

Winner
Seven Investment Management

Shortlisted
- GAM
- Ingenious Asset Management
- Rowan Dartington Signature
- Whitechurch

Matthew Yeates
‘It’s reflective of the performance of the broader team and it’s good to get the recognition. We are focused on the fundamentals, and long-term we’ll continue to do that and hopefully reap the rewards.’

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Cautious Portfolio

Winner
Whitechurch Securities

Shortlisted
- Brooks Macdonald Asset Management
- Heartwood Wealth Management
- Investec Wealth & Investment
- Tilney Bestinvest

Ben Willis
‘It’s a great honour and it’s great to be recognised for producing consistent risk-adjusted returns in the Cautious category. Hopefully we can win a few more in the years to come.’

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Balanced Portfolio

Winner
Fulcrum Asset Management

Shortlisted
- Rowan Dartington Signature
- Seven Investment Management
- Tacit Investment Management
- Whitechurch Securities

Jeremy Bedford
‘We’re thrilled because it is the first time Fulcrum has entered Citywire’s awards and we are delighted that we have won it first time around. It’s an exciting time for Fulcrum, we are opening the business into the retail market and this is a great benchmark for us to have achieved in the early stages of that.’

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Aggresive Portfolio

Winner
Thesis Asset Management

Shortlisted
- Brewin Dolphin
- Tacit Investment Management
- Whitechurch Securities

Gaurav Gupta
‘This is the second time we have won this award and it means a lot to Thesis and is a testament to the teams here. It really motivates us to try to win this and some other ones next year.’

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Best Overall Small Firm

Winner
Whitechurch Securities

Shortlisted
- Adam & Company
- Investment Quorum
- Rowan Dartington Signature
- Tacit Investment Management

Ben Willis
‘It’s incredibly satisfying. We won it last year and to win it again is testament to the high levels of consistency we’ve achieved. To win it again is phenomenal really.’

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Best Overall Medium Firm

Winner
Heartwood Investment Management

Shortlisted
- Ingenious Asset Management
- James Hambro & Partners
- London & Capital Wealth Management
- WH Ireland

Scott Ingham
‘It’s great pleasure to be recognised in this way and consistency is what it is really all about – consistency of performance and consistency of the level of service we give our clients. The key thing is to deliver for our clients over the long term.’

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Best Overall Large Firm

Winner
Seven Investment Management

Shortlisted
- Brewin Dolphin
- Close Brothers Asset Management
- GAM
- Tilney Bestinvest

Chris Darbyshire
‘We are becoming a large firm with £10 billion of assets under management but we’ll always be a small firm at heart. We’ll continue to make the right decisions and do what is right for our clients. It’s a pretty simple business really, and a lot of people make it more complicated than it needs to be.’

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How are they awarded?

  • It’s not just about out-and-out performance
  • Consistency is at the core of the awards
  • The first cut of submitted portfolios looks at risk-adjusted performance over a three-year period
  • The next criterion is consistency year-by-year over that period
  • And finally, we look at how many clients, and how much money, the portfolio is applied to

Who chooses the winners?

  • The award calculations are done by Asset Risk Consultants (ARC), a leading investment consulting practice
  • ARC cleans up and crunches the data – more than 4,000 data points – to draw up the shortlists and eventual winners

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