The Wealth Adviser awards were last held in 2019 and, due to the pandemic, have only just returned this year, with their 12th iteration.
Bordier UK | Best Private Client Investment Manager | Best Wealth Manager – Balanced Portfolio
Q&A with Jamie MacLeod, CEO of Bordier UK
Octopus Investments | Best Investment Product Provider | Best Wealth Manager – Alternative Investments
Founded in 2000, Octopus Group has seen rapid growth in recent years and now has assets of GBP12.5 billion.
WH Ireland | Best Domestic Clients’ Team
Q&A with Michael Bishop, Head of Wealth Management at WH Ireland
After a three-year lull caused by Covid, we are very pleased to announce the winners in the popular Wealth Adviser awards, with the winners announced this week at our awards event in London’s Knightsbridge.
This would have been the 12th outing for the popular annual Wealth Adviser Awards but the pandemic intervened and the last awards were in 2019. Wealth Adviser is very pleased to bring the awards back for 2022.
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.