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Citywire Performance Awards 2018: the shortlists revealed

This year we have had more than 60 entries to our Investment Performance awards

This year we have had more than 60 entries to our Investment Performance awards.

The awards are based on ARC’s respected performance analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. They are awarded to managers who deliver consistently great performance for their clients.

Here we present the 2018 shortlists - ranked in alphabetical order - for categories organised by portfolio risk exposure and firm weight class.

The winners will be announced at the Wealth Manager Retreat on 4 October

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This year we have had more than 60 entries to our Investment Performance awards.

The awards are based on ARC’s respected performance analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. They are awarded to managers who deliver consistently great performance for their clients.

Here we present the 2018 shortlists - ranked in alphabetical order - for categories organised by portfolio risk exposure and firm weight class.

The winners will be announced at the Wealth Manager Retreat on 4 October

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Please sign in or register to comment. It is free to register and only takes a minute or two.

CAUTIOUS

·         Brewin Dolphin

·         Brompton Asset Management

·         Charles Stanley

·         LGT Vestra

·         Montage Portfolio Management

Pictured: 2017 winner Blankstone Sington

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BALANCED

·         Brompton Asset Management

·         Cantab Asset Management

·         James Hambro and Partners LLP

·         LGT Vestra

·         SG Wealth Management

Pictured: 2017 winner LGT Vestra

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GROWTH

·         Kleinwort Hambros

·         LGT Vestra

·         PortfolioMetrix Asset Management

·         Tacit Investment Management

·         Veritas Investment Management

Pictured: 2017 winner Veritas

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AGGRESSIVE

·         Greystone Wealth Management

·         PortfolioMetrix Asset Management

·         Tacit Investment Management

·         Tilney

·         Wise Funds Limited

Pictured: 2017 winner Stonehage Fleming

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BEST SMALL FIRM

·         Cantab Asset Management

·         PortfolioMetrix Asset Management

·         SG Wealth Management

·         Tacit Investment Management

Pictured: 2017 winner Tacit Investment Management

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BEST MEDIUM FIRM

·         Heartwood Investment Management

·         James Hambro and Partners LLP

·         Melville Douglas

·         Rowan Dartington

Pictured: 2017 winner Veritas Investment Management

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BEST LARGE FIRM

·         Brewin Dolphin

·         Kleinwort Hambros

·         LGT Vestra LLP

·         Sanlam

Pictured: 2017 winner Smith & Williamson

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