City of London Wealth Management Awards

Press Announcement for Immediate Release

London Thursday 5th March 2020

Canaccord’s David Esfandi Named as CEO of the Year

At the annual City of London Wealth Management Awards held at the Guildhall, Natasha Kaplinsky presented David Esfandi with the CEO of the Year Award. The Award was in recognition of his leadership in the commercial acquisition and successful integration of three businesses, which have effectively doubled the size of Canaccord Genuity Wealth Management’s business.

Julius Baer’s Patricia Astley was named Female Wealth Manager of the Year while Simon Reeks from Tilney secured a similar male accolade. David Nicol was presented with a Lifetime Achievement Award after his time at Brewin Dolphin which saw AUM increase from £26bn to over £48bn.

St James’s Place notched up its 6th consecutive Wealth Manager Company of the Year Award and Brewin Dolphin won the Objectway Award for Best Discretionary Wealth Management.

In addition to winning the Regional Wealth Manager of the Year for Southern England, Redmayne Bentley’s Darren Hirsh and Fraser Robb picked up individual awards.

Angela Knight CBE, a member of the independent judging panel said

"Recognition at COLWMA is now firmly established as the place to be for companies and individuals in the Wealth Management sector delivering exceptional levels of service. It is the public which decide the winners of company awards and this year over 33,000 votes were polled which is a new record. In addition, over 100 nominations were put forward for individual awards. All winners and nominees have done extremely well and are to be congratulated."

David Nicol, CEO of Brewin Dolphin, who was presented with the Lifetime Achievement Award for his contribution to the wealth management sector, said

"I am honoured to accept this award. As I look back over the past 7 years, I am proud of what we have achieved, including almost doubling AUM. We continue to nurture our clients, guiding them through often very complex financial situations to ensure they have good financial outcomes and the freedom to have the lives they want for themselves and their family."

The support of corporate event partners plays an important role in the organisation of the City of London Wealth Management Awards. Alberto Cuccu, CEO of Objectway Ltd, a long-standing supporter of Goodacre’s industry functions, said

"Objectway could not miss such an important occasion that recognises the highest levels of service and quality in the UK's Wealth Management sector. This awards ceremony’s mission is very much in line with our goal of bringing to Wealth Managers high-performing software solutions and services, based on customer centricity, sound experience, and product innovation."

Notes for Editors

The City of London Wealth Management Awards (COLWMA) recognise, promote and celebrate the quality of service from Wealth Management companies and individuals. Winners of the company awards are determined by an online, public vote which took place between 6th December 2019 and 31st January 2020. Individual awards are based on the number of nominations received, reasons provided with each nomination and information in the public domain. The process is overseen by an independent panel of judges.

COLWMA is supported by the London Stock Exchange and were sponsored by leading service and system suppliers to the regulated financial services sector, namely Allfunds, AutoRek, Platform Securities, Clearstream, Objectway, BITA Risk, Financial Software Limited, and XM.

Further Information:
Stephen Pinner         +44 (0) 20 7422 5063     This email address is being protected from spambots. You need JavaScript enabled to view it.
Charlie Armstrong    +44 (0) 20 7422 5071     This email address is being protected from spambots. You need JavaScript enabled to view it.

 

City of London Wealth Management Award Winners 2020

Company Awards

Best Advisory Service  Charles Stanley
Best Buy-Side Broker  Winterflood Business Services
Best Corporate Banking Services to Wealth Managers  NatWest
Best CFD Provider  Accendo
Best Fund  Rathbones
Best Fund Platform  Interactive Investor
Best FX Service Provider  XM
Best ISA Provider  Tilney
Best Junior ISA Provider  Killik & Co
Best Market Newsletter  Collins Sarri Statham Investments
Best Private Bank  Nedbank Private Wealth
Best SIPP Provider  AJ Bell
Best Structured Product Provider  Hilbert Investment Solutions
Best Spreadbetting Provider  SpreadEx
Best Investment Team of the Year for Charities  JM Finn
Family Office Of The Year Hottinger
Best Goal Based/Robo Investing Wealthify
Best Online/Mobile Access Seven Investment Management
COLWMA 2020 Public Voting Winner: All Categories True Potential
Regional Wealth Manager Of The Year: Central & Eastern England GHC Capital Markets
Regional Wealth Manager Of The Year: Northern England Ramsey Crookall
Regional Wealth Manager Of The Year: Southern England Redmayne Bentley
Regional Wealth Manager Of The Year: Wales & Western England Hawksmoor Investment Management
Regional Wealth Manager Of The Year: Scotland & Northern Ireland Davy
The FSL Award For Best Innovation Praemium
The London Stock Exchange Award For Execution-Only Stockbroking Halifax Sharedealing
The Objectway Award for Discretionary Wealth Management Brewin Dolphin
The BITA Risk Award for Wealth Management Company of the Year St. James's Place Wealth Management

 

Individual Awards

 Best Financial Planning  Mia Kahrimanovic  Charles Stanley
 BITA Risk Wealth Manager of the Year (Female)  Patricia Astley  Julius Baer
 BITA Risk Wealth Manager of the Year (Male)  Simon Reeks  Tilney
 Outstanding Achievement Darren Hirsh Redmayne Bentley
 Outstanding Contribution to Estate Planning  Jer O’Mahony  Killik & Co
 Best Industry Commentator  David Miller  Quilter Cheviot
 Initiatives in Diversity Caroline Lake  Brewin Dolphin
Fund Manager of the Year Mark Hall  Franklin Templeton
The Clearstream Award for CEO of the Year David Esfandi  Canaccord Genuity
Best Educational Initiative Chris Taylor  Tempo SP
Financial Journalist of the Year Dominic Walsh  The Times
Mudlark Award for Exceptional Performance in the Back Office Ian Clogg  Fiske Plc
The Lifetime Achievement Award David Nicol  Brewin Dolphin
Long Service Award Gail La Milliere  Quilter Cheviot
Finance Director of the Year Barry Bicknell Interactive Investor
Best Marketing Specialist Oliver Tregoning JM Finn
Best Cass Specialist Jonathan Dark Smith & Williamson
Best Head of Dealing Mark McCutcheon Smith & Williamson
Best Technical Author Chris Wagstaff Columbia Threadneedle
Best Cyber Security Awareness Initiatives Jon Cosson JM Finn
Portfolio Manager of the Year Loraine Hunt True Potential
Exceptional Customer Service Fraser Robb Redmayne Bentley
 
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