Wealth Adviser Awards 2014

Wealth Adviser Awards 2014 – The Winners

Download the special report Wealth Adviser Awards 2014

The winners of the Wealth Adviser Awards 2014 as voted for by our readers…

Best UK Client 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 Managers
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 – Saffery 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 International Finance Centre
Wealth Adviser Leadership Award – David Bellamy, Chief Executive, St James’s Place Wealth Management

Further reading

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Download the special report Wealth Adviser Awards 2014


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