City Of London Wealth Management Awards 2019

Press Announcement for Immediate Release

Friday 15th March 2019

 

 

At the annual City of London Wealth Management Awards held at the Guildhall, Steve Polese, Vice President at Clearstream, presented St James’s Place with the Wealth Manager of the Year Award. Angela Knight CBE, adviser to Goodacre UK, the company responsible for the Awards said: “This is a quite remarkable achievement. The online public poll attracted over 30,000 votes and for St James’s Place to win this Award 5 times in a row is a very significant achievement.”

Andy Bell was presented with the Lifetime Achievement Award following the successful flotation of AJ Bell. Andy Bell said: “We launched the first online SIPP for the direct consumer market in the Year 2000 and very quickly moved into the UK platform space. New technology opens up places that firms like us can go; to ignore innovation we lose and to embrace it gives us a greater chance of winning. Thanks to Goodacre and everyone involved in COLWMA for this fantastic Award and I would like to congratulate all other companies who have received awards.” AJ Bell YouInvest also won the Award for Best SIPP Provider.

David Miller was presented with the Award for Industry Author and said: “I am so grateful to Quilter Cheviot for supporting me in the publication of my book Diary of a Fund Manager and to my contacts, in particular Debbie Hewitt MBE, Chair of Visa Europe, who continually contribute to my thinking as I pen the Diary each week. To receive this Award is an honour and I am absolutely delighted”.

Individual winners included Alistair Osborne, Chief Business Commentator at The Times, who was presented with the Award for Financial Journalist of the Year for a range of excellent articles on listed companies and regulated investment firms.

Steven Sussman was named CEO of the Year following his 21 years at JM Finn.

Clive Worlock from Charles Stanley was presented with the BITARisk Award: Wealth Manager of the Year (male) for his well acknowledged performance and Lucy Coutts from JM Finn won the female version for consistently impressive returns.

Michael Waddington from Tilney won the Mudlark Award for Exceptional Performance in the Back Office having been in the business for some 38 years and fully committed to operational requirements.

The City of London Wealth Management Awards are owned by City of London Wealth Management Awards Limited, company number 7816955 and are arranged by Goodacre UK, 80 Coleman Street, London EC2R 5BJ. The COLWMA logo is a registered trade mark number UK00003020167.

Notes for Editors:

The City of London Wealth Management Awards (COLWMA) recognise, promote and celebrate quality of service from Wealth Management companies and individuals. Winners of the company awards are determined by an online, public vote which takes place over a two-week period which also includes nominations for individual winners. 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 Bank, AutoRek, BITA Risk, Clearstream, FACET Online, Hilbert Investment Solutions, IMVS, JHC, Pershing, Platform Securities, 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.

Sandra Masanet +44 (0) 20 7422 5060 This email address is being protected from spambots. You need JavaScript enabled to view it.

Charlie Armstrong +44 (0) 20 7422 5072 This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

City of London Wealth Management Awards Winners 2019

Company Awards

 Best Advisory Service  Redmayne Bentley
 Best CFD Provider  Accendo Markets
 Charity Investment Team of the Year  Investec Wealth & Investment
 Best Corporate Banking Services to Wealth Managers  NatWest
 Family Office of the Year  Hottinger Group
 Best Fund  Rathbones
 Best Fund Platform  Praemium
 Best FX Service Provider   XM
 Goal Based Investing  Moola
 Best Junior ISA Provider  Killik & Co
 Best ISA Provider  Interactive Investor
 Best Market Newsletter  Alpha Portfolio Management
 Online/Mobile Access  Dabbl
 Best Private Bank  Nedbank Private Wealth
 Best SIPP Provider  AJ Bell YouInvest
 Spread Betting Provider  InterTrader 
 Structured Product Provider  Hilbert Investment Solutions
 Regional Wealth Manager of the Year: Southern England   Partridge Muir & Warren
 Regional Wealth Manager of the Year: Wales and Western England  Hargreaves Lansdown
 Regional Wealth Manager of the Year: Northern England  Ramsey Crookall
 Regional Wealth Manager of the Year: Central and Eastern England  AFH Wealth Management
 Regional Wealth Manager of the Year: Scotland & Northern Ireland  Speirs & Jeffrey
 The London Stock Exchange Award for Execution-Only Stockbroking  Halifax Share Dealing
 The IMVS Award for Discretionary Wealth Management  TAM Asset Management
 The Pershing Award for Innovation in Wealth Management  OCTO Members Group
 The JHC Award for Outstanding Achievement of the Year  Arbuthnot Latham
 The Clearstream Banking Award for Wealth Management Company of the Year  St. James's Place Wealth Management Group 

 

Individual Awards

 Most Promising Newcomer  Nathan McLean, Seven Investment Management
 BITA Risk Wealth Manager of the Year (Female)  Lucy Coutts, JM Finn
 BITA Risk Wealth Manager of the Year (Male)  Clive Worlock, Charles Stanley
 Outstanding Achievement  Stacey Parsons, Winterflood Securities
 London Stock Exchange Award for Educational Initiative  Emily Woolard, Hottinger Group
 Outstanding Contribution to Estate Planning  Ian Dyall, Tilney
 Excellence in Business Development  Mélanie Damani, Hottinger Group
 Initiatives in Diversity  Tracey Davidson, Heartwood Investment & Handelsbanken Wealth Management
 Portfolio Manager of the Year  James Menzies, Greystone
 CEO of the Year  Steven Sussman, JM Finn
 The FACET Award for Best Industry Commentator  Steph McGovern, BBC
 Industry Author  David Miller, Quilter Cheviot
 Financial Journalist of the Year  Alistair Osborne, The Times
 Mudlark Award for Exceptional Performance in the Back Office  Michael Waddington, Tilney Group
 The JHC Award for Lifetime Achievement of the Year  Andy Bell, AJ Bell