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The prestigious Daily Telegraph Wealth Management Awards ceremony took place on 18th November 2008 at Kensington Palace. A Champagne Reception in the Queen’s Gallery was followed by dinner and the Awards ceremony in The Orangery. Clay Harris presented the awards, which included his own Mudlark Award, for Exceptional Performance in the Back Office, to the winning companies and individuals.

The purpose of these awards was to recognise and promote quality of service from Wealth Managers and Stockbrokers. These awards were determined by investors themselves via the Stockbroking Guide Site.

All voters of The Daily Telegraph Wealth Management Awards were eligible for a £1,000 prize to be invested with a firm of the winners choice. This was won by Ian Webb who chose to invest the prize with St James’s Place.

A total of 14 Company & Personal awards were presented:

Wealth Manager of the Year 2008
In 3rd Place – Bestinvest
In 2nd Place – London and Capital
Winner – St. James’s Place
Best Derivatives Service
In 3rd Place – 6 firms polled equal votes
In 2nd Place – 2 firms polled equal votes
(Barclays Stockbrokers and Brewin Dolphin)
Winner – Accendo Markets
Best Performance
In 3rd Place – Alliance Trust
In 2nd Place – St. James’s Place
Winner – Cheviot Asset Management
Best Online Service
In 3rd Place – 3 firms polled voting levels within 5 of each other
(Hargreaves Lansdown, Alliance Trust and Sippdeal)
In 2nd Place – Selftrade
Winner - Hoodless Brennan
Best Newcomer
In 3rd Place – Prime Rate Capital Markets
In 2nd Place – SMB Wealth Management
Winner – Clubfinance Ltd
The Cheviot Asset Management Award for Best Advice
In 3rd Place – Hargreaves Lansdown
In 2nd Place – St. James’s Place
Winner – Bestinvest
The PLUS Markets Group Award for Best Execution Only Service
In 3rd Place – Hargreaves Lansdown
In 2nd Place – Hoodless Brennan
Winner – Selftrade
The Ridge Clearing and Outsourcing Solutions Award for Best Discretionary Service
In 3rd Place – Brooks Macdonald
In 2nd Place - Collins Stewart
Winner – Brewin Dolphin
Best ISA Service
In 3rd Place – Selftrade
In Joint 2nd Place – Hargreaves Lansdown and Hoodless Brennan
Winner – Alliance Trust
Best SIPP Service
In 3rd Place – James Brearley and Sons
In 2nd Place – Hargreaves Lansdown
Winner - Sippdeal
Best Market Newsletter
In 3rd Place - Hoodless Brennan
In 2nd Place – Hargreaves Lansdown
Winner – Montague Pitman
Best Marketing Material
In 3rd Place – Hargreaves Lansdown
In 2nd place – St. James’s Place
Winner – Collins Stewart
Best Industry Commentator
Winner – Paul Lewis BBC Radio 4
Mudlark Award for Exceptional Performance in the Back Office
Winner – Donna Jupp, Brooks Macdonald

 


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