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Wealth Manager Regional Stars Awards 2019: The 8 winners revealed

The awards show was held in London last week, with the accolades voted on by more than 1,000 financial advisers across the UK.

We reveal the eight winners of our Regional Stars Awards.  

The awards ceremony was held in London last week at the Westminster Plaza hotel.

The winners were based on the votes of more than 1,000 financial advisers across the UK who outsource investment management for their clients.

They scored the discretionary firms on a range of criteria, including their investment performance, service levels, quality of communication and ease to deal with.

We interviewed key representatives from each office to find out what the award meant for their business. Find out who won and what they said... 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

We reveal the eight winners of our Regional Stars Awards.  

The awards ceremony was held in London last week at the Westminster Plaza hotel.

The winners were based on the votes of more than 1,000 financial advisers across the UK who outsource investment management for their clients.

They scored the discretionary firms on a range of criteria, including their investment performance, service levels, quality of communication and ease to deal with.

We interviewed key representatives from each office to find out what the award meant for their business. Find out who won and what they said... 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Scotland & Northern Ireland

Winner: Brewin Dolphin, Edinburgh

Office head: Jonathan Tweedle

Branch opened: 1993

What the advisers say: ‘Always professional and efficient, they provide a great service and investment expertise to my firm and its clients.’

Shortlisted:

  • Brewin Dolphin, Glasgow
  • Brooks Macdonald Asset Management, Edinburgh
  • Investec Wealth & Investment, Belfast
  • Psigma Investment Management, Edinburgh

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North

Winner: Brewin Dolphin, Manchester

Office head: William Thomson

Branch opened: 1840s

What the advisers say: ‘Incredible relationship managers, first rate communication and a real feeling that they care about my client, the journey they are on and the ultimate investment outcomes.’ 

Shortlisted:

  • Quilter Cheviot, Liverpool
  • Redmayne-Bentley, Liverpool
  • Brewin Dolphin, Leeds
  • Brooks Macdonald Asset Management, York

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The Midlands

Winner: Brewin Dolphin, Birmingham

Office head: Adam Wilkins

Branch opened: 1995

What the advisers say: ‘They offer a personalised family-based service and local to the area which is great.’

Shortlisted:

  • Brooks Macdonald Asset Management, Leamington Spa
  • Charles Stanley, Birmingham
  • Quilter Cheviot, Birmingham
  • Charles Stanley, Leicester

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East of England

Winner: Brewin Dolphin, Ipswich

Office head: Andrew Wheeler

Branch opened: 2012

What the advisers say: ‘Approachable, work well with clients, provide efficient responses to all enquiries and perform well, with great detail communicating market positioning. Thoroughly recommended!’

Shortlisted:

  • JM Finn, Bury St Edmunds
  • Charles Stanley, Norwich
  • Barrett & Cooke, Norwich
  • Tilney, Cambridge

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Wales

Winner: Brewin Dolphin, Cardiff

Office head: David Myrddin-Evans

Branch opened: 1993

What the advisers say: ‘Always on hand to help, very Knowledgeable and have helped me greatly over the last 12 months in steering through volatile markets.’

Shortlisted:

  • Walker Cambria, Swansea
  • Brooks Macdonald Asset Management, Cardiff
  • JM Finn, Cardiff
  • Dragon Investment Managers, St Asaph

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South West

Winner: Casterbridge Wealth Investments, Salisbury

Office head: Keith Edwards

Branch opened: 2016

What the advisers say: ‘Consistently deliver in line with client expectations and able to disseminate portfolio management clearly to our clients at every level.’

Shortlisted:

  • Hawksmoor Investment Management, Exeter
  • Quilter Cheviot, Salisbury
  • Brewin Dolphin, Exeter
  • Alpha Portfolio Management, Bristol

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South East

Winner: Brooks Macdonald Asset Management, Hampshire

Office head: Howard Crossen

Branch opened: 2005

What the advisers say: ‘The service we receive is first class and demonstrates the very close working relationship we have had with Brooks over the last 10 years.’

Shortlisted:

  • Brooks Macdonald Asset Management, Tunbridge Wells
  • Beaufort Investment Management, Westerham
  • Wellian Investment Solutions, Tunbridge Wells
  • Brewin Dolphin, Reigate

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Greater London

Winner: PortfolioMetrix, London

Office head: Mike Roberts

Branch opened: 2010

What the advisers say: ‘They continue to provide us with outstanding service, while improving the systems and software that we use to invest our clients in their proposition.’

Shortlisted:

  • Walker Crips, London
  • WH Ireland, London
  • Brooks Macdonald Asset Management, London
  • Heartwood Wealth Management, London

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