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Sunil Gopalan, Wealth Adviser

Wealth Adviser Awards 2014: Consolidation and UK pensions bonanza are dominant themes for winners

Fri, 25/04/2014 - 15:10

The winners of the Wealth Adviser Awards 2014 gathered in London’s Mayfair today to accept their awards and network with fellow winners.

Opening this year’s awards, Sunil Gopalan (pictured), Publisher, Wealth Adviser, said: “The changes to pensions regulation in the UK are expected to put an estimated GBP25bn of pensions money into play annually. This represents a potential bonanza for wealth managers and will drive further consolidation in the market as the industry model shifts to favour larger firms.”

The Wealth Adviser Awards 2014 showcases wealth managers, advisers and service providers who are successfully realigning their business models to deal with the challenges of regulation, deregulation (in the pensions sector), and to profit from consolidation, strong investment models and significant investment in technology.

The winners of these peer-to-peer awards include fully-fledged global private banks, fast-growing independent wealth managers, advisers and service providers united in their determination to deliver market-leading products and services to their clients in an increasingly volatile and rapidly changing marketplace.

The winners of the Wealth Adviser Awards 2014 are:

Best Domestic Clients Team – Seven Investment Management
Best International Clients Team – RBC Wealth Management
Best HNW Team – UBS Wealth Management
Best UNHW Team (Including private investment offices) – Credit Suisse Solution Partners
Best Wealth Planning Team – Heartwood Wealth Management Limited
Best Boutique Wealth Manager – London & Capital Asset Management Limited
Best Private Client Investment Manager – St. James’s Place Wealth Management
Best Investment Product Provider – Source 
Best Wealth Manager – Charities – Schroders
Best Wealth Manager – Balanced Portfolios – Affinity Private Wealth
Best Wealth Manager – Cautious Portfolios – GAM
Best Wealth Manager – Growth Portfolios – Saltus Investment Management 
Best Wealth Manager - Income Portfolios – Threadneedle Investments
Best Wealth Manager – Alternative Investments – HSBC Private Bank
Best Multi-family Office – Bedell Family Office 
Best Marketing Campaign – RBC Wealth Management
Best Brand Launch – Quilter Cheviot Investment Management 
Best Law Firm (Family) – Family Law in Partnership
Best Law Firm (Tax and Trust) – New Quadrant Partners
Best Law Firm (Defamation and Reputation) – Schindlers
Best Private Client Legal Team – Carey Olsen
Best Tax & Accountancy Team – Saffrey Champness
Best Property Adviser – Prime Purchase
Best Trust Services – Ogier 
Best Technology Provider - Front Office – Third Financial
Best Technology Provider – Transaction Processing – SunGard
Best Global Custodian – Northern Trust 
Best International Financial Services Centre – Guernsey
Wealth Adviser Leadership Award – David Bellamy, Chief Executive, St. James’s Place Wealth Management


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