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Wealth Manager Performance Awards 2016: seven winners revealed

Wealth Manager’s annual Investment Performance Awards were handed out at the Grove last Thursday at the Wealth Manager Retreat.

Wealth Manager’s annual Investment Performance Awards were handed out at the Grove last Thursday at the Wealth Manager Retreat.

The awards, held in association with Asset Risk Consultants, recognised excellence across seven categories with Cautious, Balanced, Steady Growth and Aggressive completing the portfolio awards, before overall awards were handed to the best small, medium and large firms.

We reveal the seven firms which took home the top prizes.

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Wealth Manager’s annual Investment Performance Awards were handed out at the Grove last Thursday at the Wealth Manager Retreat.

The awards, held in association with Asset Risk Consultants, recognised excellence across seven categories with Cautious, Balanced, Steady Growth and Aggressive completing the portfolio awards, before overall awards were handed to the best small, medium and large firms.

We reveal the seven firms which took home the top prizes.

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CAUTIOUS PORTFOLIO

Winner: Whitechurch Securities

Shortlisted:

Heartwood Investment Management

Rowan Dartington Signature

Smith & Williamson

Tilney Bestinvest

Ben Willis, Whitechurch head of research

‘Because [the portfolio] is risk-adjusted, I think a lot of it is about diversification. These markets are very very tricky and it’s hard to get a steer on where the opportunities are. I think you just have to have a broad base and very careful control of risk.’

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BALANCED PORTFOLIO

Winner: WH Ireland

Shortlisted:

Brewin Dolphin

James Hambro & Partners

Tacit Investment Management

Whitechurch Securities

Robert Race, WH Ireland wealth management head

‘I think we’ve been pretty steady across all the major asset classes. We’ve created an investment process that pays some dividends. We were actually nominated for best company last year. We didn’t get it, so thrilled to bits we got it this year.’

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STEADY GROWTH PORTFOLIO

Winner: Veritas Investment Management

Shortlisted:

Brewin Dolphin

James Hambro & Partners

McInroy & Wood

WH Ireland

Mark Rayward, Veritas chief executive

‘Generally, we have been very conservative for clients and making sure that we understand their objectives and not taking too much risk. There is visibility in the company’s investments.’

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AGGRESSIVE PORTFOLIO

Winner: Kleinwort Benson

Shortlisted:

Brewin Dolphin

James Hambro & Partners

Thesis

Veritas Investment Management

Mouhammed Choukeir, Kleinwort Benson CIO

‘We have strongly focused on sectors, including financials, industrials and consumer goods, with undervalued companies and high quality earnings and cash flows. This has driven performance in the past year. The returns have been achieved from several sources and sectors. The best call has been blending global sectors and styles in a well-diversified and robust manner.’

Paul Hookway and Graham Austin pictured accepting the award.

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BEST OVERALL SMALL FIRM

Winner: Whitechurch Securities

Shortlisted:

Rowan Dartington Signature

Tacit Investment Management

Ben Willis, Whitechurch research head

‘Making the right asset calls is key. It’s been a tricky environment and there’s been a lot of short term noise. We are sticking to our asset allocation decisions and that’s been the case for winning both these awards.’

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BEST OVERALL MEDIUM FIRM

Winner: James Hambro & Partners

Shortlisted:

Veritas Investment Management

WH Ireland

Nicola Barber, JO Hambro charity head

‘I think [we will maintain performance] through diversification, and through our really strong investment process where we analyse and really try to understand what we hold. Everything we hold is on a high conviction basis and we have a combination of growth assets in equities, particularly in Asia, but we also have stabilising and more defensive assets in the form of bonds and some alternative investments.’

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BEST OVERALL LARGE FIRM

Winner: Brewin Dolphin

Shortlisted:

Smith & Williamson

Tilney Bestinvest

Guy Foster, Brewin head of research

‘We are delighted to see this formal recognition of our investment success. What is more gratifying is that we have been able to maintain the strong performance even as we have reached so many more investors with our service. Having a scalable and well-managed proposition which really delivers for clients gives a real sense of pride to the entire team.’

*pictured - Tom Jemmett, Brewin fund analyst

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