Awards | Wealth Adviser

St. James’s Place changes range of funds

Mon, 28/05/2018 - 12:27

Wealth management group and Wealth Adviser award winners, St. James’s Place, has made changes to its range of funds. »

WHIreland Wealth Management - Best Domestic Clients Team

Mon, 28/05/2018 - 12:00

The London and Manchester offices of financial services company WHIreland are the largest in the group, with Lawrence Cotton, team leader and investment manager in London, and Robert Rac (pictured)e, head of wealth management in Manchester. »

Signia Wealth - Best Wealth Manager - Income Portfolio & Best Wealth Manager - Balanced Portfolio

Mon, 28/05/2018 - 12:00

Robert Lee and Ammalan Annalingam are the co-heads of Multi-Asset Investments at the firm, responsible for assets in excess of GBP1 billion. The biggest change in the last year was an investment team restructure last June that saw the pair assume their new roles. Within the Multi-Asset team there are two equity analysts, two fixed income analysts, a macro specialist, and risk analyst. »

Lothar Mentel, Tatton Investment Management

Tatton Investment Management - Best Boutique Wealth Manager

Mon, 28/05/2018 - 12:00

Tatton Investment Management has won Best Boutique Wealth Manager in a very important year in its development. »

Octopus Investments - Best Investment Product Provider

Mon, 28/05/2018 - 12:00

Winner of the Best Investment Product Provider this year is Octopus Investments, part of the Octopus Group, which specialises in UK smaller companies and tax efficient investments across a range of sectors. »

Ian Rayner, St James's Place Wealth Management

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

Mon, 28/05/2018 - 12:00

SJP’s Joint Chief Operating Officer, Iain Rayner explains that, over the last year, the firm has continued to see strong growth and an increasing demand for trusted, personal face-to-face advice. »

Wealth management sector faces rapid growth in assets and challenges

Mon, 28/05/2018 - 09:00

The wealth management sector continues to experience rapid growth across the world. A lot of people have a lot of money that needs managing and the range of weapons in the wealth manager’s arsenal is having to change to keep up. »

FeedStock named Best Technology Provider – Front Office at the 2018 Wealth Adviser Awards

Fri, 25/05/2018 - 09:50

FeedStock, a provider of investment research tracking and analytics software, has been voted ‘Best Technology Provider – Front Office’ by Wealth Adviser readers, including wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals. »

Wealth Adviser Awards 2018 - The Winners

Thu, 17/05/2018 - 14:50

The sixth edition of the Wealth Adviser Awards, presented on 17 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 2017. »