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Regional Stars Awards 2018: North shortlist revealed

We reveal the five offices to make the North of England shortlist in our annual regional wealth manager awards.

North shortlist

After revealing the shortlist for Scotland and Northern Ireland yesterday, next up are the five runners and riders for the North category.

The annual Citywire Wealth Manager Regional Stars Awards are calculated through financial planners' ratings for discretionary firms, based on the quality of their service and investment proposition, are scored across eight major regions.

Advisers ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

We will announce the winners at a ceremony on 8 March at the Westminster Park Plaza.

Click through to find out who has made the North shortlist.

 

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North shortlist

After revealing the shortlist for Scotland and Northern Ireland yesterday, next up are the five runners and riders for the North category.

The annual Citywire Wealth Manager Regional Stars Awards are calculated through financial planners' ratings for discretionary firms, based on the quality of their service and investment proposition, are scored across eight major regions.

Advisers ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

We will announce the winners at a ceremony on 8 March at the Westminster Park Plaza.

Click through to find out who has made the North shortlist.

 

Leave a comment!

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

Brooks Macdonald Asset Management - Manchester

Office head: Robert Salter

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Brooks Macdonald Asset Management - York

Office head: Andrew Wilson

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Investec Wealth and Investment - Liverpool

Office head: Carl Cross

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Quilter Cheviot - Liverpool

Office head: Simon Walker

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Quilter Cheviot - Manchester

Office head: David Rothburn

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