awards & Shortlist

BEST WEALTH MANAGER FOR INVESTMENTS
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers its clients outstanding investment services.

SHORTLIST:

  • Bestinvest
  • Charles Stanley
  • Close Asset Management
  • Killik & Co
  • Thurleigh Investment Managers LLP

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BEST WEALTH MANAGER FOR ALTERNATIVE INVESTMENTS
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers an outstanding alternative investments service. Alternative investments include non equity-based assets such as art and antiques and also equity-based investments such as structured products, hedge funds and private equity.

SHORTLIST:

  • Bestinvest
  • Close Asset Management
  • HSBC Private Bank

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BEST PROPERTY INVESTMENT ADVISER

This award is for the property investment adviser that readers of Investors Chronicle and the Financial Times believe offers an outstanding property investment service.

SHORTLIST:

  • CB Richard Ellis
  • Cordea Savills

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BEST WEALTH MANAGER FOR TAX
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers outstanding advice on tax efficiency and tax efficient products, helping to save clients time and money.

SHORTLIST:

  • Hargreaves Lansdown
  • HSBC Private Bank
  • Killik & Co
  • Kleinwort Benson

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BEST WEALTH MANAGER FOR INHERITANCE TAX AND SUCCESSION PLANNING
This award is for the wealth manager that readers of Investors Chronicle and the Financial Times believe offers outstanding inheritance tax and succession planning advice.

SHORTLIST:

  • Barclays Wealth
  • Killik & Co
  • Smith & Williamson
  • St. James’s Place Wealth Management

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BEST WEALTH MANAGER FOR TRUSTS
This award is for the wealth manager that  readers of Investors Chronicle and the Financial Times believe has expert trust knowledge and offers the highest standard of trust management.

SHORTLIST:

  • Barclays Wealth
  • Killik & Co
  • St. James’s Place Wealth Management

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BEST CAUTIOUS WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to clients in its cautious managed funds and has a clear and convincing strategy for delivering solid gains in the future.

SHORTLIST:

  • Baring Asset Management
  • Clariden Leu
  • Credit Suisse
  • Royal Bank of Canada
  • Veritas Asset Management

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BEST BALANCED WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to clients in its balanced managed funds and has a clear and convincing strategy for delivering solid gains in the future.

SHORTLIST:

  • PSigma Investment Management
  • Rothschild Private Banking & Trust
  • Ruffer LLP
  • Smith & Williamson
  • Veritas Asset Management

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BEST GROWTH WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to its growth investor clients and has a clear and convincing strategy for delivering growth in the future.

SHORTLIST:

  • Baring Asset Management
  • Newton Investment Management
  • Smith & Williamson
  • Veritas Asset Management

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BEST INCOME WEALTH MANAGER
This award is for the wealth manager that has delivered outstanding returns to its income investor clients and has a clear and convincing strategy for generating income going forward.

SHORTLIST:

  • Jupiter Asset Management
  • Schroders Investment Management
  • Smith & Williamson
  • Veritas Asset Management

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BEST WEALTH MANAGER FOR CHARITIES
This award is for the wealth manager judged to deliver excellent service and performance to its charity clients.

SHORTLIST:

  • Baring Asset Management
  • Cazenove Group
  • CCLA Investment Management Limited
  • Newton Investment Management
  • Schroders Investment Management

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BEST HIGH STREET BANK
This award is for the high street bank that readers of Investors Chronicle and the Financial Times believe offers the best all-round, everyday banking service.

SHORTLIST:

  • Citibank
  • First Direct
  • Smile.co.uk

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BEST BANKING WEBSITE
This award is for the bank website that readers of Investors Chronicle and the Financial Times believe offers the best functionality, security and ease of use.

SHORTLIST:

  • Egg
  • First Direct
  • ING Direct
  • Smile.co.uk
  • The Royal Bank of Scotland

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BEST PRIVATE BANK
This award is for the private bank that the panel of judges and readers of Investors Chronicle and the Financial Times believe offers its banking customers outstanding tailored banking services.

SHORTLIST:

  • Barclays Wealth
  • Fairbairn Private Bank
  • HSBC Private Bank
  • Kleinwort Benson

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WEALTH MANAGER OF THE YEAR
This award is for the wealth manager that offers all-round outstanding service and performance to its clients.

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