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The inaugural Daily Telegraph Wealth Management Awards Ceremony took place after the Summerson
Goodacre Securities Industry Conference on Friday 26th October 2007. The event was hosted by the Royal Bank of Scotland at their auditorium on Bishopsgate in London. After hearing from several renowned industry speakers, the Awards Ceremony took place after lunch.
Clay Harris introduced the ceremony and presented awards to the winning companies and individuals. In
addition, Clay presented his own, Mudlark Award, for Exceptional Performance in the Back Office.

Best Advice - Bestinvest Best Execution Only Service Won by Selftrade
   
Best Discretionary Service Won by Collins Stewart Best Market Newsletter Won by Hargeaves Lansdown
   
Best SIPP Service Won by Sippdeal Best ISA/PEP Services Won by Alliance Trust Savings
   
Best Industry Commentator - Manisha Tank Best Marketing Material Won by Alliance Trust Savings
   
Wealth Manager of the Year Won by ST JAMES’S PLACE Mudlark Award for Exceptional Performance in the Back Office –Tani Nagele, J M Finn


Proquote kindly offered a prize to one lucky person who voted in the Daily Telegraph Wealth Management Awards. This prize consisted of £1,000 to be invested with a firm of the winner’s choosing. The winner was Sheila Patel.

     

   
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