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Wealth Adviser Awards 2017

Wed, 31/05/2017 - 08:01

Wealth advisers have had an interesting year, not quite the curse version, but more a year that has thrown up lots of new challenges and opportunities. The Wealth Adviser Awards Special Report features the very best in the industry from managers employing

The 'Wealth Adviser Awards 2017' special report comprises 8 separate articles listed below, these can be read individually or as a sequence.
Beverley Chandler, Wealth Adviser

Celebrating the best in wealth management

Wed, 31/05/2017 - 07:55

It's been another interesting year for those in the wealth management sector. And not interesting as in the ancient Chinese curse, but as in a gentle year of evolution for the industry which brings with it new and exciting developments. »

Wealth Advser Award 2017

Wealth Adviser Awards 2017 - The Winners

Mon, 22/05/2017 - 14:03

The fifth edition of the Wealth Adviser Awards, presented on 19 May in London, brought together the leading names in the wealth management industry to celebrate the achievements of the best performing wealth managers and advisers in 2015. »

Richard Killingbeck, WH Ireland

WHIreland Wealth Management - Best Domestic Clients Team

Wed, 31/05/2017 - 07:59

The long-established financial services firm, WHIreland, has undergone significant change over the past four years since Richard Killingbeck (pictured) became CEO, transforming a hugely diversified stockbroking firm into one which today, is a highly-focused wealth management business.  »

Claudia Quiroz, Quilter Cheviot

Quilter Cheviot Investment Management - Best International Clients Team, Best Wealth Manager - Charities & Best Wealth Manager - Balanced Portfolio

Wed, 31/05/2017 - 08:03

Claudia Quiroz (pictured) is Executive Director for Sustainable Investing at Quilter Cheviot, and is the Lead Fund Manager of Quilter Cheviot's award winning sustainable investment strategy, the Climate Assets Fund. Quiroz explains that the robust investment process is one of the firm's key strengths, which is underpinned by Quilter Cheviot's strong research expertise. The sustainable strategy has a dedicated team of four, while Quilter Cheviot has a team of 10 research analysts who also work closely with the sustainable team.  »

Lothar Mentel, Tatton Investment Management

Tatton Investment Management - Best Investment Product Provider

Wed, 31/05/2017 - 08:16

Lothar Mentel (pictured), CEO and CIO of Tatton Investment Management, reports that 2016/2017 was an excellent year for the firm. »

Iain Rayner. St James's Place Wealth Management

St. James’s Place Wealth Management - Best Private Client Investment Manager

Wed, 31/05/2017 - 09:12

Iain Rayner (pictured), Joint Chief Operating Officer, St. James's Place Wealth Management, reports that the firm has gained over a third more in funds under management over the last 15 months, going up from GBP60 billion to GBP80 billion. »

Carnegie Smythe, Signia Wealth

Signia Wealth - Best Wealth Manager - Alternative Investments

Wed, 31/05/2017 - 08:30

Signia manages investment portfolios for individuals, family trusts and institutions. The firm has three main offerings; a multi-asset portfolio service, the alternatives business and private capital.  »

Stewart Foster, Third Financial

Third Financial Group - Best Technology Provider - Transaction Processing

Wed, 31/05/2017 - 08:34

Stewart Foster (pictured), Chief Executive Officer of software provider Third Financial, explains that his firm's platform business, Tercero Cloud, is now up and running. »

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