We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
Lothar Mentel, CEO and CIO of investment manager Tatton Investment Management, reports that the firm has had a good year with assets under management increasing by GBP1.2 billion over the financial year to end March to GBP6.1 billion.
Robert Lee and Ammalan Annalingam are Co-Heads of Multi-Asset Investments at boutique wealth manager Signia.
St. James’s Place Wealth Management - Best HNW Team, Best Wealth Planning Team, Best Wealth Manager - Growth Portfolio & Best Wealth Adviser Personality of the Year (Ian Gascoigne)
It’s been another huge year for St. James’s Place over 2018, with gross inflows of GBP15.7 billion and net inflows of GBP10.3 billion. The Partnership has also grown by 8 per cent and has 3,954 advisers supporting over 680,000 clients across the UK.
Ruth Handcock is the new CEO of Octopus Investments, having arrived from a four-year stint building up a retail challenger bank, Tandem, from scratch. Tandem was the third new retail bank licence in a hundred years, and Octopus founder, Simon Rogerson, was on the board of Tandem in its early days.
London & Capital won a Wealth Adviser award in 2015 and its business has seen significant growth since then, with assets under management going from GBP2.4 billion to over GBP3 billion today.
One of the fastest growing wealth management platforms, Dolfin, was founded in 2013 as a boutique multi-family office and its subsequent growth has come organically as clients have requested a wider range of services.
The London and home counties property market in which Black Brick Property Solutions operates has been experiencing interesting times over the last few years.
This is the third consecutive year that Avignon Capital, a European real estate investment and asset management business have picked up a Wealth Adviser award. Headquartered in London, Avignon’s global investor base includes private clients, family offices and institutional investors via fund products and separate managed accounts.
Wealth Adviser’s annual awards started some six years ago and looking back at our comments at the time, it is quite clear that little has changed in terms of the challenges facing the wealth industry.