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Wealth Manager Regional Stars Awards 2017: The 8 winners revealed

We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 700 financial planners.

The Awards

The Citywire Wealth Manager Regional Stars Award are calculated on the ratings financial planners give to discretionary firms based on the quality of their service and investment proposition across eight key regions.

More than 700 votes were cast this year by financial planners across the UK who outsource their investment management for their clients. They scored the discretionary firms on a number of criteria, including performance, service levels and reporting.

We reveal the eight winners, who took home their gongs at a ceremony held at the Westminster Park Plaza.

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The Awards

The Citywire Wealth Manager Regional Stars Award are calculated on the ratings financial planners give to discretionary firms based on the quality of their service and investment proposition across eight key regions.

More than 700 votes were cast this year by financial planners across the UK who outsource their investment management for their clients. They scored the discretionary firms on a number of criteria, including performance, service levels and reporting.

We reveal the eight winners, who took home their gongs at a ceremony held at the Westminster Park Plaza.

Leave a comment!

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

Scotland & Northern Ireland

Winner: Brewin Dolphin, Glasgow

Office head: Stephen Martin

Branch opened: 1995

What the advisers said: ‘We receive an exceptional level of client service from the Brewin Dolphin Glasgow office that is not matched by any other DFMs that we use.’

Shortlisted

Quilter Cheviot, Belfast

Quilter Cheviot, Glasgow

Investec Wealth & Investment, Edinburgh

Brewin Dolphin, Edinburgh

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North

Winner: Quilter Cheviot, Liverpool

Office head: Simon Walker

Branch opened: 2011

What the advisers said: ‘Excellent service and they provide plain explanations to both clients and advisers. Also, they are not tied up in compliance red tape that restricts the clients’ experience.’

Shortlisted

Quilter Cheviot, Manchester

Tilney Bestinvest, Liverpool

Brooks Macdonald Asset Management, Manchester

Brewin Dolphin, Leeds

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Midlands

Winner: Brooks Macdonald Asset Management, Leamington Spa

Office head: Mike Divers

Branch opened: 2013

What the advisers said: ‘They know their role exceptionally well and unlike other DFMs, they know how to interact with IFAs for the best outcome for the client. Their candid, no nonsense approach is a real breath of fresh air.’

Shortlisted

Brewin Dolphin, Birmingham

Quilter Cheviot, Birmingham

Charles Stanley, Leicester

Brewin Dolphin, Nottingham

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Wales

Winner: Brewin Dolphin, Cardiff

Office head: David Myrddin-Evans

Branch opened: 1990

What the advisers said: ‘Great service – they are always there when you need any help. They listen to what we want, provide a solution, and then get all the documentation to us in a timely manner.’

Shortlisted

Walker Cambria, Swansea

Dragon Investment Managers, St Asaph

Charles Stanley, Cardiff

JM Finn, Cardiff

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East of England

Winner: Brewin Dolphin, Ipswich

Office head: Andrew Wheeler

Branch opened: 2012

What the advisers said: ‘They provide a great efficient service, they take the time to educate both staff and clients and constantly deliver on promised timescales and predicted returns.’

Shortlisted

JM Finn, Bury St Edmunds

Charles Stanley, Norwich

Hawksmoor Investment Management, Bury St Edmunds

Barclays Wealth & Investment Management, Cambridge

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South West

Winner: Brewin Dolphin, Exeter

Office head: Tim Walker

Branch opened: 2004

What the advisers said: ‘Attention to service has been exemplary. They have exactly the right approach in working alongside us as financial planners, as a team, for the benefit of the client.’

Shortlisted

Quilter Cheviot, St Helier

Brooks Macdonald Asset Management, Taunton

Investec Wealth & Investment, Bournemouth

Brewin Dolphin, Plymouth

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South East

Winner: Brooks Macdonald Asset Management, Tunbridge Wells

Office head: Pam Beith

Branch opened: 2009

What the advisers said: ‘Brooks Macdonald provides a very close working relationship with us and our clients. Over the past six years I have found them to be extremely helpful to our business.’

Shortlisted

Beaufort Investment Management, Westerham

Brooks Macdonald Asset Management, Hampshire

Thesis Asset Management, Guildford

Brewin Dolphin, Reigate

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Greater London

Winner: PortfolioMetrix, London

Office head: Mike Roberts

Branch opened: 2010

What the advisers said: ‘Our experience with PortfolioMetrix over the last two years has been second to none, we have placed over £40 million with them during this time and they have managed everything we have thrown at them without hesitation.’

Shortlisted

Quilter Cheviot, London

Brewin Dolphin, London

Brooks Macdonald Asset Management, London

Charles Stanley, London

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