City of London Wealth Management Awards 2022

Press Announcement for Immediate Release

London Friday 25th March 2022

Leading Wealth Management Individuals and Companies Announced

At the annual City of London Wealth Management Awards held at The Guildhall, Katie Derham announced that St. James’s Place had won the Kidbrooke Award for Wealth Management Company of the Year. Brewin Dolphin picked up the FIS Platform Securities Award for Best Discretionary Wealth Manager and JM Finn was recognised for providing the Best Charity Investment Service.

Individual Awards included Investment Quorum’s Petronella West who was presented with the Alpha Terminal Award for Wealth Management CEO of the Year (female) for her “care and passion she has for every single one of her clients”.

Tilney Smith & Williamson’s Jason Hollands was named Best Industry Commentator for “providing consistently incisive media commentary on personal investment topics over two decades, helping raise awareness of retail financial services issues that affect the public”.

Paul Abberley from Charles Stanley & Co was presented with a Lifetime Achievement Award. The Award was in recognition of the acquisition by Raymond James which was seen to represent an attractive premium for shareholders, deliver operational cost efficiencies and enhance the presence of both companies.

Emily Perryman was named Financial Journalist of the Year and Rathbone’s Emma Ellis won the Award for Exceptional Performance in the Back Office, which was announced by Clay Harris, the former FT journalist who wrote the Mudlark column for many years and championed the efforts of those behind the scenes.

Canaccord Genuity won the Clearstream Award for Best ESG Investment Strategy and OCM Wealth Management & Redmayne Bentley LLP picked up the individual awards for Wealth Manager of the Year in the female and male category. Winterflood’s Stacey Parsons collected the Award for Industry Initiative, having made representations to the industry and government to remove obstacles preventing private investors from participating in fixed income IPOs.

The presentation also included a collection of over £3,100 for the British Red Cross which is assisting those caught up in the conflict in Ukraine.

Stephen Pinner, Managing Director of Goodacre UK said “This year, another record number of votes were cast in the online poll. In addition, there was an astonishing total of 572 applications for individual award nominations. The company awards which are determined by a public vote, elevate the profile of the sector and demonstrate the quality of services on offer. It was also great to include a large audience at the awards presentation and we are so grateful to those companies which made this possible by their support and sponsorship”.

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 took place between 25 th January 2022 and 25 th February 2022. 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 2022 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, Kidbrooke, Alpha Terminal, SIX Financial, Third Financial, AutoRek and XM.

Further Information:

Stephen Pinner       +44 (0) 20 7422 0063      This email address is being protected from spambots. You need JavaScript enabled to view it.

Emma Healy           +44 (0) 20 7422 0063     This email address is being protected from spambots. You need JavaScript enabled to view it.

City of London Wealth Management Award Winners 2022

Company Awards

COLWMA 2022 Individual Awards