City Of London Wealth Management Awards 2018

Press Announcement for Immediate Release

London Thursday 29th March 2018


Lifetime Achievement Award Presented to Xavier Rolet

At the annual City of London Wealth Management Awards presentation held at the Guildhall, Brian Winterflood MBE presented Xavier Rolet KBE with the Lifetime Achievement Award. Mr Winterflood said

“I am very honored to be awarding this much deserved but mis-named award to Xavier Rolet as I am sure this man has a lot left in him and I doubt if he will be sitting on his derriere for long”. He added that under Mr Rolet’s stewardship he has “kept the City of London, and more especially the London Stock Exchange, as the leading financial capital of the world”.

St James’s Place was named as the Wealth Manager of the Year and regional winners included Facet, Speirs and Jeffrey, Hargreaves Lansdown, Redmayne Bentley and EFG Harris Allday. The Awards were announced by Lisa Snowdon, Angela Knight CBE and Sumit Bose.

Stephen Pinner, MD Goodacre UK, the company responsible for the Awards, said

“These Awards are unique as they recognise quality of service as seen by the investors themselves who cast votes online.  At a time when the wealth management industry has been under such

pressure to meet demands of new regulations it is re-assuring that many regulated firms are maintaining high standards”.

Guests at the presentation also donated to the Coppafeel charity, nominated by Lisa Snowdon.

Notes for Editors

The purpose of the City of London Wealth Management Awards is to recognise, promote and celebrate quality of service from Wealth Management companies and individuals.

Winners are determined by an online, public vote which takes place over a two-week period. The poll is reviewed by an independent panel of judges.

The City of London Wealth Management Awards are supported by leading service and system suppliers to the regulated financial services sector, namely; Autorek, Bita Risk, Clearstream Banking, Factset, Platform Securities, SIX Financial Information and Web Financial Group.

Photographs available from This email address is being protected from spambots. You need JavaScript enabled to view it.

Further Information:    

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

Diana Puitel                  +44 (0) 20 7422 5065    This email address is being protected from spambots. You need JavaScript enabled to view it.

Bernie Biggs                 +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 Award Winners 2018

Company Awards

Most individual votes for best in each category

Conventional Advisory Service                                                  


The Platform Securities Award for Best Discretionary Service     

Thomas Miller Investment

Best CFD Provider                                                                   

Accendo Markets

Best Execution-Only Equity Share Dealing Service                                 

Halifax Share Dealing

Best FX Service Provider                                                                      


Best ISA Provider                                                                     

Redmayne Bentley

Best Junior ISA Provider                                                                       

Blankstone Sington

Outstanding Achievement                                                         

Investec Click & Invest

Best Market Newsletter                                                             

Interactive Investor

Best Online Presence                                                               

Hargreaves Lansdown

Best Fund                                                                                

Sanlam UK

Best Robo Advisory Service                                                     


Best Blockchain Based Innovation                                                        


Best Exchange Traded Product Provider                                               

Clearstream Banking

Best SIPP Provider                                                                  

AJ Bell YouInvest

Best Spread Betting Provider                                                    


The Autorek Award for Best UK Private Bank                             


Family Office of the Year                                                                      

Partridge, Muir & Warren

Best Fund Platform                                                                  

Allfunds Bank

Outstanding Accomplishment of the Year                                  

St. James’s Place Wealth Management 7 IM

Innovation in Wealth Management Clearstream Banking Award for Wealth Management Company of the Year                                

St James’s Place Wealth Management Award  


Regional Wealth Management Companies of the Year:

Southern England                                                                     


Scotland & Northern Ireland                                                      

Speirs & Jeffrey

Wales & Western England                                                         

Hargreaves Lansdown

North of England                                                                                  

Redmayne Bentley

Central & Eastern England                                                        

EFG Harris Allday

Individual Awards

Best Industry Commentator                                                       

David Miller, Quilter Cheviot

Mudlark (Exceptional Performance in the Back Office)               

Kevin MacDonald, Shore Capital

Portfolio Manager of the Year                                                   

Kevin Miskin, Hottinger

Financial Journalist of the Year                                                

Ed Conway, Sky News

Most Promising Newcomer                                                       

Dean Whitty, Ramsey Crookall

BITA Risk Award for Wealth Manager of the Year (Female)                     

Kim Woolmer, JM Finn

BITA Risk Award for Wealth Manager of the Year (Male)             

Anil Kihani, Tilney

Educational Initiative                                                                 

Phillip Bungey, 7IM

Outstanding Contribution                                                                      

Justin Urquhart Stewart, 7IM

Award for Lifetime Achievement                                                

Xavier Rolet KBE

Team Manager of the Year                                                        

Yogesh Dewan, Hassium A M

Wealth Management CEO of the Year                                        

Ian Mattiolli, Mattiolli Woods

Outstanding Achievement                                                         

Pieter Fourie, Sanlam