COLWMA
The City of London Wealth Management Awards
Award winners were announced by Natasha Kaplinsky on 10th March following the 2021 Wealth Management Forum.
Company Award Winners
|
The Kidbrooke Award for Best Advisory Service |
Redmayne Bentley |
|
Best CFD Provider |
ThinkMarkets |
|
Best Discretionary Wealth Management |
Brewin Dolphin |
|
The InvestCloud Award for Best ESG Investment Strategy |
Tilney Investment Management |
|
Best Fund |
Charles Stanley |
|
Best Fund Platform |
True Potential |
|
Best FX Service Provider |
XM |
|
Best Goal Based Investment Service (Robo) |
Moneybox |
|
Best ISA Provider |
Halifax Sharedealing |
|
Best Junior ISA Provider |
Bestinvest |
|
Best Market Newsletter |
Collins Sarri Statham Investments |
|
Best SIPP Provider |
AJ Bell |
|
Best Spread Betting Provider |
CMC Markets |
|
Charity Investment Service |
JM Finn |
|
Family Office Of The Year |
Killik & Co. |
|
Online/Mobile Access |
Close Brothers Asset Management |
|
Regional Wealth Manager Of The Year: Northern England |
Ramsey Crookall & Co. |
|
Regional Wealth Manager Of The Year: Southern England |
Partridge Muir & Warren |
|
The London Stock Exchange Award For Execution-Only Stockbroking |
AJ Bell |
|
The Third Financial Award for Best Private Bank |
Nedbank Private Bank |
|
The Third Financial Award For Regional Wealth Manager Of The Year: Central & Eastern England |
GHC Capital Markets |
|
Regional Wealth Manager of the Year: Wales & Western England |
Alpha Portfolio Management |
|
The Alpha Terminal Award for Wealth Management Company Of The Year |
Canaccord Genuity Wealth Management |
Individual Award Winners:
|
Mudlark Award for Exceptional Performance in the Back Office |
Kevin Norman |
Canaccord Genuity Wealth Management |
|
Best Industry Commentator |
Janet Mui |
Brewin Dolphin |
|
Exceptional Customer Service |
Sean Taylor |
Canaccord Genuity Wealth Management |
|
Exceptional Customer Service |
Dan Beecroft |
Charles Stanley |
|
Fund Manager of the Year |
Mark Powell |
JM Finn |
|
Outstanding Individual Achievement |
Frances Noons |
OCM Wealth Management |
|
Wealth Manager of the Year (Female) |
Claudia Quiroz |
Quilter Cheviot |
|
Wealth Manager of the Year (Male) |
Tom Scarborough |
Charles Stanley |
|
Wealth Management CEO of the Year |
Jason Stather-Lodge |
OCM Wealth Management |
|
Financial Journalist of the Year |
David Miller |
Quilter Cheviot |
|
Lifetime Achievement Award |
John Spiers |
EQ Investors |
This event was kindly supported by:
