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The 2009 Daily Telegraph Wealth Management Awards were held in the afternoon of October 2nd at the Royal Bank of Scotland Auditorium, as part of the Securities Industry Conference. The awards were chosen by private investors voting on the Stockbroking Guide website, www.stockbrokingguide.com.

Winners received their awards from Carol Thatcher, who entertained the audience with anecdotes about her parents, former Prime Minister Baroness Thatcher and the late Sir Denis Thatcher, as well as tales of her own rainforest adventures on I’m a Celebrity, Get Me Out of Here.

Jonathan Jelley of RBS told the conference about the work of the Soldiers, Sailors, Airmen and Families Association (SSAFA Forces Help). Money was raised for the charity afterwards at a champagne reception sponsored by Accendo Markets.

The 2009 Winners:
Company Awards 
• Best Derivatives ServiceAccendo Markets
• Best Execution Only Service for EquitiesHalifax Share Dealing
• Best Execution Only Service for CFDsJN Financial
• Best New CompanyVestra Wealth LLP
• Best Marketing MaterialSt. James’s Place
• Best Market NewsletterBrewin Dolphin
• The Cheviot Asset Management Award for Best Performing FundSt. James’s Place
• Best ISA Administration ServiceBestinvest
• Best SIPP Administration ServiceSippdeal
• Best Stockbroking Advisory ServiceCheviot Asset Management
• Best Stockbroking Discretionary ServiceCollins Stewart Wealth Management
 
Personal Awards
• Research Analyst of the YearCharlie Mills, Credit Suisse
• Best Industry CommentatorAaron Heslehurst, BBC
• Wealth Manager of the YearMatt Rickard, Hargreaves Lansdown
• Mudlark Award for Exceptional Performance in the Back OfficeKampik Wan, Brewin Dolphin

   

   

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