City of London Wealth Management Awards

Press Announcement for Immediate Release

London Thursday 11th March 2021

Canaccord Genuity Wealth Management Named Wealth Management Company of the Year

At the annual City of London Wealth Management Awards, Natasha Kaplinsky announced that Canaccord Genuity Wealth Management had won the Alpha Terminal Award for Wealth Management Company of the Year. OCM Wealth Management’s Jason Stather-Lodge was presented with the CEO of the Year Award in recognition for building a team of analysts and advisors who have been consistently successful.

Brewin Dolphin’s Janet Mui was named Best Industry Commentator while John Spiers from EQ Investors was presented with a Lifetime Achievement Award. John founded Bestinvest in 1986 a company with attracted 50,000 customers before sold in 2007. He launched EQ Investors (EQ) in 2014 to uphold high ethical, social and environmental standards; EQ also has a charitable arm which has donated over £1million to charity to date.

Tilney Investment Management won the InvestCloud Award for Best ESG Investment Strategy and JM Finn picked up the individual award for Fund Manager of the Year.

Clay Harris presented the Mudlark Award for Exceptional Performance in the Back Office to Kevin Norman from Canaccord Genuity Wealth Management.

Stephen Pinner, Managing Director of Goodacre UK said “This year, a record number of over 60,000 votes were polled in an online vote. Wealth Management companies provide an important service and these awards are designed to elevate the profile of the sector and demonstrate the quality of services on offer”.

 

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 18th January 2021 and 12th February 2021. 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 2021 is supported by the London Stock Exchange and sponsored by leading service and system suppliers to the regulated financial services sector, namely Allfunds, FIS | Platform Securities, Clearstream, InvestCloud, Kidbrooke, Alpha Terminal, BNY Mellon | Pershing, Third Financial 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 2021

Company Awards

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
   
   
   
   
   

 COLWMA 2021 Individual Awards

 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
     
     
     
     
     
     
     
     
     
     
     
 
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