The City of London Wealth Management Awards (COLWMA) 2025 were announced at the Guildhall following an online public ballot where thousands of investors supported their preferred companies and individuals.
The presenter Paul Coyte revealed the winners, and the awards were presented by our special guest Shaun Wallace and Luke Attfield from Clearstream, Alexander Cassar from Objectway and Tim Coombs from Standard Life.
Stephen Pinner was presented with a Special Recognition Award for his services to COLWMA for over 25 years.
COLWMA honours the dedication, expertise, and commitment of the winners in providing exceptional services within the wealth management industry.
COLWMA 2025 was supported by: London Stock Exchange, NatWest, CISI, Standard Life, Clearstream, Objectway, BITA Risk, XM
MUDLARK Award for Exceptional Performance in the Back Office | Kelly Biggs | LGT Wealth Management |
Best Industry Commentator | Sean Taylor | Arbuthnot Latham |
Best Diversity and Inclusion Champion | Karen Burfoot | Allfunds |
Discretionary Portfolio Manager of the Year | David Mann | Alpha Portfolio Management |
Exceptional Customer Service | Chloe McCarthy | Interactive Investor |
The Standard Life Award for IFA of the Year | Jo-Ann Welman | Quilter Cheviot |
Financial Journalist of the Year | David Smith | The Times |
Best Rising Star | Poppy Campbell-Lamerton | 7IM |
Wealth Manager of the Year | Jack Bishop | Quilter Cheviot |
Wealth Manager of the Year | Victoria Gammon | Irwin Mitchell |
Discretionary Wealth Manager of the Year | Peter Wall | Redmayne Bentley |
Best Compliance Officer | Duncan Taylor | Canaccord Genuity |
Best Social Media Content | Jill Parsons | St James’s Place |
Best Staff Development Specialist | Judith Ullock | Redmayne Bentley |
Best Marketing Specialist | Jane Parry | Canaccord Genuity |
Best Industry Initiative | Judith Ullock | Redmayne Bentley |
Regulatory Retail Access Champion | Nick Dilworth | RetailBook |
Industry Initiative for Retail Access | Tim Jacobs | Hargreaves Lansdown |
Wealth Management CEO of the Year | Mark FitzPatrick | St James’s Place |
Wealth Management CEO of the Year | Andrea Montague | Brooks Macdonald |
The Objectway Award for Best Advisory Service | Redmayne Bentley |
The BITA Risk Award for Best Charity Investment Service | JM Finn |
The BITA Risk Award for Best Discretionary Wealth Management | RBC Brewin Dolphin |
The Clearstream Award for Private Bank of the Year | Arbuthnot |
Wealth Management Excellence | LGT Wealth Management |
Best CFD Provider | FXPro |
Best Corporate Bank for Wealth Management | NatWest |
Best Execution-Only Share Dealing | Hargreaves Lansdown |
Best FX Service Provider | Universal Partners |
Best ISA Provider | Charles Stanley Direct |
Excellence in Corporate Achievement | Irwin Mitchell |
Best Forex Trading Platform | XM |
Best Market Newsletter | Brooks Macdonald |
Best Online/Mobile Access | 7IM |
Best SIPP Provider | Standard Life |
Best Spread Betting Provider | City Index |
Family Office of the Year | Killik |
IFA of the Year | New Leaf Distribution |
Regional Wealth Manager of the Year – Central & Eastern England | GHC Capital Markets Limited |
Regional Wealth Manager of the Year – Northern England | Ramsey Crookall |
Regional Wealth Manager of the Year – Scotland & Northern Ireland | Quilter Cheviot |
Regional Wealth Manager of the Year – Southern England | Canaccord |
Regional Wealth Manager of the Year – Wales & Western England | Montgomery Charles |
Best Diversity and Inclusion | Charteris |
Best Industry Initiative | True Potential |
Best Fund | Greystone |
The Standard Life Award for Wealth Management Company of the Year | St James’s Place |
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